Fidelity Series Large Cap Stock Fund (FGLGX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Series Large Cap Stock Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Fidelity Series Large Cap Stock Fund (FGLGX) has returned -4.68% so far this year and 25.34% over the past 12 months. Looking at the last ten years, FGLGX has achieved an annualized return of 15.16%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Dec 11, 2012, FGLGX's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, your investment would double in approximately 4.8 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +15.9%, while the worst month was Mar 2020 at -14.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FGLGX closed higher 53% of trading days. The best single day was Mar 13, 2020 with a return of +9.4%, while the worst single day was Mar 16, 2020 at -11.5%.

Fidelity Series Large Cap Stock Fund has an annualized alpha of 2.40%, beta of 0.97, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since December 12, 2012.

• This fund captured 107.68% of S&P 500 Index gains but only 97.81% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 2.40% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.97 and R² of 0.92, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FGLGX has an expense ratio of 0.00%, meaning no management fees are charged.

FGLGX ranks 80 for risk / return — in the top 80% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Fidelity Series Large Cap Stock Fund (FGLGX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Series Large Cap Stock Fund provided a 10.32% dividend yield over the last twelve months, with an annual payout of $2.63 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Fidelity Series Large Cap Stock Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Fidelity Series Large Cap Stock 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 Series Large Cap Stock Fund was 36.42%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current Fidelity Series Large Cap Stock Fund drawdown is 9.43%.

The chart below shows the rolling one-month volatility.