Fidelity Focused Stock Fund (FTQGX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Focused 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 Focused Stock Fund (FTQGX) has returned -7.74% so far this year and 18.44% over the past 12 months. Looking at the last ten years, FTQGX has achieved an annualized return of 15.57%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 12, 1996, FTQGX's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 years.

Historically, 61% of months were positive and 39% were negative. The best month was Dec 1999 with a return of +13.4%, while the worst month was Jun 2002 at -15.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FTQGX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -12.7%.

Fidelity Focused Stock Fund has an annualized alpha of 2.07%, beta of 1.02, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since November 13, 1996.

• This fund captured 110.89% of S&P 500 Index gains and 101.43% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.07% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.02 and R² of 0.87, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FTQGX has an expense ratio of 0.86%, placing it in the medium range.

FTQGX ranks 38 for risk / return — below 38% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

Fidelity Focused Stock Fund provided a 13.49% dividend yield over the last twelve months, with an annual payout of $4.78 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Fidelity Focused 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 Focused 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 Focused Stock Fund was 61.29%, occurring on Oct 9, 2002. Recovery took 2096 trading sessions.

The current Fidelity Focused Stock Fund drawdown is 12.76%.

The chart below shows the rolling one-month volatility.