- ISIN
- US3163893866
- CUSIP
- 316389386
- Issuer
- Fidelity
- Inception Date
- Nov 7, 2013
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FSBDX Performance Chart
Fidelity Series Blue Chip Growth Fund (FSBDX) is up 18.4% since the beginning of the year. FSBDX is currently trading at $27 per share. Investors who bought $1,000 worth of FSBDX shares 5 years ago would now be looking at an investment worth $2,234.
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Returns By Period
Fidelity Series Blue Chip Growth Fund (FSBDX) has returned 18.41% so far this year and 46.21% over the past 12 months. Looking at the last ten years, FSBDX has achieved an annualized return of 22.67%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.
Fidelity Series Blue Chip Growth Fund
- 1D
- 0.93%
- 1M
- 8.71%
- YTD
- 18.41%
- 6M
- 19.62%
- 1Y
- 46.21%
- 3Y*
- 32.92%
- 5Y*
- 17.44%
- 10Y*
- 22.67%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
FSBDX Monthly Returns History
Based on dividend-adjusted daily data since Nov 19, 2013, FSBDX's average daily return is +0.08%, while the average monthly return is +1.66%. At this rate, an investment would double in approximately 3.5 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +17.3%, while the worst month was Apr 2022 at -13.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, FSBDX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -12.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.09% | -2.26% | -4.68% | 16.18% | 8.49% | 0.93% | 18.41% | ||||||
| 2025 | 2.27% | -5.13% | -10.55% | 0.93% | 10.30% | 7.82% | 4.84% | 1.06% | 5.35% | 3.74% | -1.50% | 1.25% | 20.31% |
| 2024 | 2.82% | 9.28% | 2.96% | -3.98% | 7.67% | 5.73% | -3.14% | 1.67% | 2.56% | 0.66% | 7.09% | 1.52% | 39.76% |
| 2023 | 12.42% | -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% |
Benchmark Metrics
Fidelity Series Blue Chip Growth Fund has an annualized alpha of 5.36%, beta of 1.18, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since November 20, 2013.
- This fund captured 132.60% of S&P 500 Index gains and 100.53% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 5.36% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 5.36%
- Beta
- 1.18
- R²
- 0.85
- Upside Capture
- 132.60%
- Downside Capture
- 100.53%
Expense Ratio
FSBDX has an expense ratio of 0.00%, meaning no management fees are charged.
Return for Risk
Risk / Return Rank
FSBDX ranks 78 for risk / return — better than 78% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and compare them to S&P 500 Index.
| FSBDX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.74 | 2.39 | +0.35 |
Sortino ratioReturn per unit of downside risk | 3.50 | 3.25 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.43 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.84 | 3.11 | +0.73 |
Martin ratioReturn relative to average drawdown | 16.17 | 14.38 | +1.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Fidelity Series Blue Chip Growth Fund provided a 3.15% dividend yield over the last twelve months, with an annual payout of $0.86 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.86 | $0.86 | $1.77 | $0.08 | $0.39 | $4.06 | $6.73 | $1.71 | $2.01 | $1.50 | $0.16 | $1.49 |
Dividend yield | 3.15% | 3.73% | 8.92% | 0.54% | 3.93% | 24.67% | 40.16% | 11.36% | 15.87% | 10.80% | 1.41% | 13.10% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.26 | $0.86 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.67 | $0.00 | $0.00 | $0.10 | $1.77 |
| 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 | $0.36 | $0.00 | $0.00 | $0.03 | $0.39 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.44 | $0.00 | $0.00 | $0.62 | $4.06 |
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.
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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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -42.25%Dec 2022 | 1y 1mo | 1y 1mo | 2y 2moNov 2021 - Feb 2024 |
COVID crash2020 | -33.14%Mar 2020 | 27d | 2mo 16d | 3mo 13dFeb 2020 - Jun 2020 |
2025 selloff2025 | -27.09%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 |
Rate-hike selloffLate 2018 | -20.52%Dec 2018 | 3mo 26d | 2mo 27d | 6mo 23dAug 2018 - Mar 2019 |
2016 correction2016 | -19.89%Feb 2016 | 6mo 22d | 11mo 3d | 1y 5moJul 2015 - Jan 2017 |
Drawdown Indicators
| FSBDX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.25% | -56.78% | +14.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -9.10% | -3.31% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -18.90% | -8.19% |
Max Drawdown (5Y)Largest decline over 5 years | -42.25% | -25.43% | -16.82% |
Max Drawdown (10Y)Largest decline over 10 years | -42.25% | -33.92% | -8.33% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -10.72% | +3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 1.97% | +0.97% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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