Fidelity Series Blue Chip Growth Fund (FSBDX)
The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC (FMR)s view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations.
Fund Info
| ISIN | US3163893866 |
|---|---|
| CUSIP | 316389386 |
| Issuer | Fidelity |
| Inception Date | Nov 7, 2013 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FSBDX has an expense ratio of 0.00%, indicating no management fees are charged.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FSBDX vs. FBGRX, FSBDX vs. FATEX, FSBDX vs. QQQ, FSBDX vs. VUG, FSBDX vs. SMH, FSBDX vs. FSPGX, FSBDX vs. VGT, FSBDX vs. FSELX, FSBDX vs. FBCG, FSBDX vs. VONG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Series Blue Chip Growth 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 Series Blue Chip Growth Fund had a return of 36.19% year-to-date (YTD) and 45.78% in the last 12 months. Over the past 10 years, Fidelity Series Blue Chip Growth Fund had an annualized return of 18.89%, outperforming the S&P 500 benchmark which had an annualized return of 11.31%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 36.19% | 24.72% |
| 1 month | 4.69% | 2.30% |
| 6 months | 14.99% | 12.31% |
| 1 year | 45.78% | 32.12% |
| 5 years (annualized) | 23.24% | 13.81% |
| 10 years (annualized) | 18.89% | 11.31% |
Monthly Returns
The table below presents the monthly returns of FSBDX, 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 | 2.82% | 9.28% | 2.96% | -3.98% | 7.67% | 5.73% | -3.14% | 1.67% | 2.56% | 0.66% | 36.19% | ||
| 2023 | 12.43% | -0.80% | 7.55% | 0.08% | 8.01% | 7.88% | 5.23% | -1.70% | -5.86% | -2.36% | 11.79% | 5.88% | 57.42% |
| 2022 | -11.25% | -3.77% | 2.28% | -13.36% | -5.30% | -10.69% | 13.77% | -4.17% | -9.76% | 3.98% | 5.65% | -9.23% | -37.20% |
| 2021 | 1.19% | 2.59% | -0.00% | 5.51% | -1.58% | 6.53% | 0.42% | 4.40% | -4.27% | 7.48% | 0.41% | -1.48% | 22.53% |
| 2020 | 3.06% | -5.68% | -11.70% | 17.29% | 9.91% | 7.82% | 7.36% | 12.62% | -3.74% | -3.03% | 14.43% | 5.64% | 62.77% |
| 2019 | 9.70% | 3.52% | 2.43% | 4.75% | -8.09% | 7.33% | 2.10% | -2.31% | -2.59% | 4.13% | 5.91% | 3.48% | 33.24% |
| 2018 | 8.60% | -2.26% | -2.72% | 1.47% | 5.17% | 3.15% | 1.14% | 6.16% | -0.05% | -10.00% | -0.29% | -4.50% | 4.53% |
| 2017 | 4.74% | 3.93% | 2.66% | 3.30% | 3.88% | -0.36% | 3.30% | 1.78% | 1.24% | 4.23% | 1.74% | 0.86% | 36.01% |
| 2016 | -8.43% | -2.11% | 6.17% | -0.28% | 2.59% | -3.06% | 6.61% | 0.70% | 1.83% | -2.81% | 0.70% | 0.61% | 1.59% |
| 2015 | -0.74% | 6.41% | -0.00% | -0.86% | 2.45% | -0.92% | 3.73% | -6.22% | -2.40% | 6.96% | 0.95% | -2.06% | 6.72% |
| 2014 | -1.60% | 6.68% | -3.13% | -2.03% | 3.77% | 3.36% | -1.76% | 5.28% | -1.62% | 2.96% | 3.04% | -0.36% | 14.93% |
| 2013 | 3.20% | 3.19% | 6.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSBDX is 63, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Series Blue Chip Growth Fund provided a 0.64% dividend yield over the last twelve months, with an annual payout of $0.13 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.13 | $0.08 | $0.06 | $0.05 | $0.10 | $0.11 | $0.12 | $0.07 | $0.03 | $1.33 | $0.15 | $0.01 |
Dividend yield | 0.64% | 0.54% | 0.63% | 0.33% | 0.60% | 0.72% | 0.93% | 0.53% | 0.28% | 11.66% | 1.20% | 0.08% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Blue Chip Growth 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 | $0.09 | $0.00 | $0.00 | $0.09 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.08 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.06 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.05 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.02 | $0.10 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.04 | $0.11 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.04 | $0.12 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.03 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $0.00 | $0.00 | $0.00 | $1.33 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.15 |
| 2013 | $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 Series Blue Chip Growth 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 Blue Chip Growth Fund was 42.25%, occurring on Dec 28, 2022. Recovery took 275 trading sessions.
The current Fidelity Series Blue Chip Growth Fund drawdown is 0.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.25% | Nov 22, 2021 | 277 | Dec 28, 2022 | 275 | Feb 2, 2024 | 552 |
| -33.14% | Feb 20, 2020 | 20 | Mar 18, 2020 | 52 | Jun 2, 2020 | 72 |
| -20.52% | Aug 30, 2018 | 80 | Dec 24, 2018 | 59 | Mar 21, 2019 | 139 |
| -20.03% | Jul 21, 2015 | 140 | Feb 8, 2016 | 232 | Jan 9, 2017 | 372 |
| -15% | Jul 11, 2024 | 18 | Aug 5, 2024 | 54 | Oct 21, 2024 | 72 |
Volatility
Volatility Chart
The current Fidelity Series Blue Chip Growth Fund volatility is 5.25%, 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.