Fidelity Growth Company K6 Fund (FGKFX)
The fund normally invests primarily in common stocks. It invests in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fund Info
US3162007815
316200781
Jun 13, 2019
$0
Large-Cap
Growth
Expense Ratio
FGKFX features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Growth Company K6 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Growth Company K6 Fund had a return of 40.40% year-to-date (YTD) and 41.29% in the last 12 months.
FGKFX
40.40%
3.38%
11.54%
41.29%
22.53%
N/A
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of FGKFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.39% | 9.74% | 2.71% | -4.89% | 7.27% | 6.22% | -1.90% | 1.80% | 2.15% | 0.86% | 5.97% | 40.40% | |
| 2023 | 10.20% | -1.30% | 6.15% | 0.84% | 6.81% | 6.69% | 4.21% | -1.41% | -6.43% | -3.31% | 11.33% | 6.35% | 46.02% |
| 2022 | -11.32% | -3.40% | 3.67% | -14.22% | -4.07% | -8.97% | 11.63% | -3.06% | -9.72% | 7.46% | 5.32% | -8.40% | -32.62% |
| 2021 | 1.40% | 2.10% | -1.10% | 6.50% | -0.95% | 7.13% | 0.27% | 4.26% | -5.12% | 8.20% | 1.59% | -5.69% | 18.98% |
| 2020 | 2.70% | -4.49% | -9.93% | 18.31% | 10.32% | 7.47% | 8.28% | 12.83% | -3.16% | -2.91% | 14.05% | 3.09% | 67.37% |
| 2019 | 2.40% | 1.76% | -2.11% | -1.47% | 3.78% | 7.29% | 2.83% | 15.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 91, FGKFX is among the top 9% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Growth Company K6 Fund (FGKFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Growth Company K6 Fund provided a 0.07% dividend yield over the last twelve months, with an annual payout of $0.02 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.02 | $0.02 | $0.03 | $0.00 | $0.02 | $0.01 |
Dividend yield | 0.07% | 0.10% | 0.18% | 0.00% | 0.09% | 0.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Growth Company K6 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2019 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Growth Company K6 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Growth Company K6 Fund was 41.65%, occurring on Oct 14, 2022. Recovery took 339 trading sessions.
The current Fidelity Growth Company K6 Fund drawdown is 2.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.65% | Nov 22, 2021 | 226 | Oct 14, 2022 | 339 | Feb 22, 2024 | 565 |
| -31.77% | Feb 20, 2020 | 18 | Mar 16, 2020 | 46 | May 20, 2020 | 64 |
| -13.87% | Jul 11, 2024 | 20 | Aug 7, 2024 | 46 | Oct 11, 2024 | 66 |
| -12.71% | Feb 16, 2021 | 15 | Mar 8, 2021 | 67 | Jun 11, 2021 | 82 |
| -10.77% | Sep 3, 2020 | 3 | Sep 8, 2020 | 24 | Oct 12, 2020 | 27 |
Volatility
Volatility Chart
The current Fidelity Growth Company K6 Fund volatility is 5.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.