FAGKX vs. QQQ

The year-to-date returns for both investments are quite close, with FAGKX having a -17.40% return and QQQ slightly higher at -17.20%. Over the past 10 years, FAGKX has underperformed QQQ with an annualized return of 5.21%, while QQQ has yielded a comparatively higher 15.79% annualized return.

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FAGKX has a 0.52% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) and Invesco QQQ (QQQ). 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 current FAGKX Sharpe Ratio is -0.53, which is lower than the QQQ Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of FAGKX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAGKX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.71%.

The maximum FAGKX drawdown since its inception was -54.37%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for FAGKX and QQQ. For additional features, visit the drawdowns tool.

Fidelity Growth Strategies Fund Class K (FAGKX) has a higher volatility of 13.80% compared to Invesco QQQ (QQQ) at 10.78%. This indicates that FAGKX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.