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Fidelity Focused Stock Fund (FTQGX) Sharpe Ratio: 2.70

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks. The fund invests in 30-80 stocks. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

FTQGX's Sharpe Ratio of 2.70 indicates that for each unit of volatility, it generates 2.70 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 24, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

FTQGX Sharpe Ratio Rank

FTQGX Sharpe Ratio Rank: 88.789
Exceptional

FTQGX ranks above 88.7% of all investments in our database based on Sharpe Ratio over the past 12 months, demonstrating exceptional risk-adjusted returns. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Suitable as a core holding given strong risk-adjusted returns
  • Monitor rank changes to detect deteriorating return-to-volatility profile
  • Exceptional Sharpe ratio supports larger position sizes
  • Compare with category peers to assess whether strength is investment-specific or category-wide

FTQGX Sharpe Ratio Market Positioning

The chart shows FTQGX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.29 or lower
  • Yellow zone (middle 50%): 1.29 to 2.32
  • Green zone (top 25%): 2.32 or higher
  • Top 1%: 4.22+
  • Median: 1.92 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Fidelity Focused Stock Fund's Sharpe Ratio with other mutual funds in the Large Cap Growth Equities category across multiple time periods, showing how FTQGX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
ONERXOne Rock Fund3.24
POGRXPrimeCap Odyssey Growth Fund3.24
VPMCXVanguard PRIMECAP Fund Investor Shares3.15
ANFFXAmerican Funds The New Economy Fund Class F-12.90
IOLZXICON Equity Fund2.87
CHAIXChase Growth Fund Institutional Class2.86
CHASXChase Growth Fund2.85
VHCAXVanguard Capital Opportunity Fund Admiral Shares2.81
FTQGXFidelity Focused Stock Fund2.70
IMANXIman Fund2.70

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FTQGX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FTQGX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does FTQGX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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