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FAGKX vs. FBGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FAGKX and FBGRX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.9

Performance

FAGKX vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Strategies Fund Class K (FAGKX) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
223.63%
522.72%
FAGKX
FBGRX

Key characteristics

Sharpe Ratio

FAGKX:

0.18

FBGRX:

0.13

Sortino Ratio

FAGKX:

0.43

FBGRX:

0.38

Omega Ratio

FAGKX:

1.06

FBGRX:

1.05

Calmar Ratio

FAGKX:

0.16

FBGRX:

0.14

Martin Ratio

FAGKX:

0.47

FBGRX:

0.44

Ulcer Index

FAGKX:

10.67%

FBGRX:

8.51%

Daily Std Dev

FAGKX:

28.01%

FBGRX:

28.38%

Max Drawdown

FAGKX:

-54.37%

FBGRX:

-57.42%

Current Drawdown

FAGKX:

-20.33%

FBGRX:

-17.78%

Returns By Period

In the year-to-date period, FAGKX achieves a -5.17% return, which is significantly higher than FBGRX's -13.74% return. Over the past 10 years, FAGKX has underperformed FBGRX with an annualized return of 6.57%, while FBGRX has yielded a comparatively higher 11.01% annualized return.


FAGKX

YTD

-5.17%

1M

-3.26%

6M

-8.48%

1Y

3.28%

5Y*

6.68%

10Y*

6.57%

FBGRX

YTD

-13.74%

1M

-7.19%

6M

-8.76%

1Y

2.20%

5Y*

13.31%

10Y*

11.01%

*Annualized

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FAGKX vs. FBGRX - Expense Ratio Comparison

FAGKX has a 0.52% expense ratio, which is lower than FBGRX's 0.79% expense ratio.


Expense ratio chart for FBGRX: current value is 0.79%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FBGRX: 0.79%
Expense ratio chart for FAGKX: current value is 0.52%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FAGKX: 0.52%

Risk-Adjusted Performance

FAGKX vs. FBGRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FAGKX
The Risk-Adjusted Performance Rank of FAGKX is 3434
Overall Rank
The Sharpe Ratio Rank of FAGKX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of FAGKX is 3636
Sortino Ratio Rank
The Omega Ratio Rank of FAGKX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of FAGKX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of FAGKX is 3131
Martin Ratio Rank

FBGRX
The Risk-Adjusted Performance Rank of FBGRX is 3535
Overall Rank
The Sharpe Ratio Rank of FBGRX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGRX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of FBGRX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of FBGRX is 3737
Calmar Ratio Rank
The Martin Ratio Rank of FBGRX is 3333
Martin 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.

FAGKX vs. FBGRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) and Fidelity Blue Chip Growth Fund (FBGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for FAGKX, currently valued at 0.18, compared to the broader market-1.000.001.002.003.00
FAGKX: 0.18
FBGRX: 0.13
The chart of Sortino ratio for FAGKX, currently valued at 0.43, compared to the broader market-2.000.002.004.006.008.00
FAGKX: 0.43
FBGRX: 0.38
The chart of Omega ratio for FAGKX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
FAGKX: 1.06
FBGRX: 1.05
The chart of Calmar ratio for FAGKX, currently valued at 0.16, compared to the broader market0.002.004.006.008.0010.00
FAGKX: 0.16
FBGRX: 0.14
The chart of Martin ratio for FAGKX, currently valued at 0.47, compared to the broader market0.0010.0020.0030.0040.0050.00
FAGKX: 0.47
FBGRX: 0.44

The current FAGKX Sharpe Ratio is 0.18, which is higher than the FBGRX Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of FAGKX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.18
0.13
FAGKX
FBGRX

Dividends

FAGKX vs. FBGRX - Dividend Comparison

FAGKX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.27%.


TTM20242023202220212020201920182017201620152014
FAGKX
Fidelity Growth Strategies Fund Class K
0.00%0.00%0.16%0.00%0.00%0.00%0.54%0.90%0.50%0.68%0.29%0.92%
FBGRX
Fidelity Blue Chip Growth Fund
0.27%0.23%0.00%0.00%0.00%0.00%0.00%0.12%0.09%0.22%5.07%6.08%

Drawdowns

FAGKX vs. FBGRX - Drawdown Comparison

The maximum FAGKX drawdown since its inception was -54.37%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FAGKX and FBGRX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-20.33%
-17.78%
FAGKX
FBGRX

Volatility

FAGKX vs. FBGRX - Volatility Comparison

The current volatility for Fidelity Growth Strategies Fund Class K (FAGKX) is 17.21%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 18.38%. This indicates that FAGKX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
17.21%
18.38%
FAGKX
FBGRX