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Fidelity Growth Strategies K6 Fund (FSKGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3162007997
CUSIP316200799
IssuerFidelity
Inception DateMay 25, 2017
CategoryMid Cap Growth Equities
Min. Investment$0
Asset ClassEquity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

FSKGX features an expense ratio of 0.45%, falling within the medium range.


Expense ratio chart for FSKGX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

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: FSKGX vs. VGT, FSKGX vs. FNSBX, FSKGX vs. IIPR, FSKGX vs. VUG, FSKGX vs. DGRO, FSKGX vs. FBGRX, FSKGX vs. FCNKX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Growth Strategies 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.


-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
21.82%
14.94%
FSKGX (Fidelity Growth Strategies K6 Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Growth Strategies K6 Fund had a return of 34.72% year-to-date (YTD) and 48.27% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date34.72%25.82%
1 month9.72%3.20%
6 months21.82%14.94%
1 year48.27%35.92%
5 years (annualized)8.90%14.22%
10 years (annualized)N/A11.43%

Monthly Returns

The table below presents the monthly returns of FSKGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.47%8.21%4.44%-5.14%3.73%-0.66%0.30%2.29%3.83%1.81%34.72%
20236.43%-0.30%2.12%-1.34%-0.60%7.56%3.16%-3.07%-4.29%-6.39%11.85%5.04%20.32%
2022-14.44%-1.52%0.63%-11.03%-0.86%-8.47%13.74%-3.95%-7.83%7.98%5.88%-6.36%-26.20%
2021-2.17%2.92%-0.34%5.64%-1.30%6.40%4.26%4.09%-5.87%7.85%-2.52%-19.14%-3.32%
20201.73%-5.68%-13.48%13.40%8.75%2.12%6.84%2.46%-1.58%-0.71%10.21%2.58%26.44%
20199.25%4.77%1.81%4.22%-3.97%7.68%2.66%-1.22%-1.39%2.35%4.82%1.60%36.90%
20185.72%-2.41%-0.97%-1.51%3.34%0.00%3.06%2.20%-0.58%-8.84%2.56%-8.55%-6.89%
20170.00%0.50%0.10%2.38%2.90%2.91%0.85%9.99%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FSKGX is 76, placing it in the top 24% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of FSKGX is 7676
Combined Rank
The Sharpe Ratio Rank of FSKGX is 8787Sharpe Ratio Rank
The Sortino Ratio Rank of FSKGX is 8080Sortino Ratio Rank
The Omega Ratio Rank of FSKGX is 7575Omega Ratio Rank
The Calmar Ratio Rank of FSKGX is 5454Calmar Ratio Rank
The Martin Ratio Rank of FSKGX is 8282Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Growth Strategies K6 Fund (FSKGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FSKGX
Sharpe ratio
The chart of Sharpe ratio for FSKGX, currently valued at 3.11, compared to the broader market0.002.004.003.11
Sortino ratio
The chart of Sortino ratio for FSKGX, currently valued at 4.13, compared to the broader market0.005.0010.004.13
Omega ratio
The chart of Omega ratio for FSKGX, currently valued at 1.55, compared to the broader market1.002.003.004.001.55
Calmar ratio
The chart of Calmar ratio for FSKGX, currently valued at 1.31, compared to the broader market0.005.0010.0015.0020.001.31
Martin ratio
The chart of Martin ratio for FSKGX, currently valued at 18.67, compared to the broader market0.0020.0040.0060.0080.00100.0018.67
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 3.08, compared to the broader market0.002.004.003.08
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 4.10, compared to the broader market0.005.0010.004.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.58, compared to the broader market1.002.003.004.001.58
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.48, compared to the broader market0.005.0010.0015.0020.004.48
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 20.05, compared to the broader market0.0020.0040.0060.0080.00100.0020.05

Sharpe Ratio

The current Fidelity Growth Strategies K6 Fund Sharpe ratio is 3.11. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Growth Strategies K6 Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
3.11
3.08
FSKGX (Fidelity Growth Strategies K6 Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Growth Strategies K6 Fund provided a 0.24% dividend yield over the last twelve months, with an annual payout of $0.05 per share.


0.00%0.20%0.40%0.60%0.80%$0.00$0.02$0.04$0.06$0.082017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.05$0.05$0.03$0.00$0.02$0.07$0.09$0.03

Dividend yield

0.24%0.32%0.27%0.00%0.11%0.50%0.85%0.30%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Growth Strategies K6 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.07
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2017$0.03$0.03

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-8.89%
0
FSKGX (Fidelity Growth Strategies K6 Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Growth Strategies 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 Strategies K6 Fund was 49.53%, occurring on Jun 16, 2022. The portfolio has not yet recovered.

The current Fidelity Growth Strategies K6 Fund drawdown is 8.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.53%Nov 17, 2021146Jun 16, 2022
-34.07%Feb 20, 202023Mar 23, 202082Jul 20, 2020105
-20.92%Aug 30, 201880Dec 24, 201868Apr 3, 2019148
-12.01%Feb 16, 202115Mar 8, 202133Apr 23, 202148
-9.32%Jan 29, 20189Feb 8, 201881Jun 6, 201890

Volatility

Volatility Chart

The current Fidelity Growth Strategies K6 Fund volatility is 6.30%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JuneJulyAugustSeptemberOctoberNovember
6.30%
3.89%
FSKGX (Fidelity Growth Strategies K6 Fund)
Benchmark (^GSPC)