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FDGRX vs. FLVCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDGRX vs. FLVCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Company Fund (FDGRX) and Fidelity Leveraged Company Stock Fund (FLVCX). The values are adjusted to include any dividend payments, if applicable.

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FDGRX vs. FLVCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDGRX
Fidelity Growth Company Fund
-2.70%18.54%37.18%47.25%-33.86%22.57%67.42%38.40%-4.14%36.76%
FLVCX
Fidelity Leveraged Company Stock Fund
-3.00%20.34%26.95%26.10%-22.99%26.08%26.74%35.60%-16.43%20.92%

Returns By Period

In the year-to-date period, FDGRX achieves a -2.70% return, which is significantly higher than FLVCX's -3.00% return. Over the past 10 years, FDGRX has outperformed FLVCX with an annualized return of 20.34%, while FLVCX has yielded a comparatively lower 13.20% annualized return.


FDGRX

1D
4.47%
1M
-4.63%
YTD
-2.70%
6M
-3.20%
1Y
31.14%
3Y*
25.93%
5Y*
12.63%
10Y*
20.34%

FLVCX

1D
4.31%
1M
-7.81%
YTD
-3.00%
6M
-3.62%
1Y
29.52%
3Y*
20.31%
5Y*
10.25%
10Y*
13.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDGRX vs. FLVCX - Expense Ratio Comparison

FDGRX has a 0.79% expense ratio, which is higher than FLVCX's 0.74% expense ratio.


Return for Risk

FDGRX vs. FLVCX — Risk / Return Rank

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

FDGRX
FDGRX Risk / Return Rank: 7676
Overall Rank
FDGRX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
FDGRX Sortino Ratio Rank: 7474
Sortino Ratio Rank
FDGRX Omega Ratio Rank: 7070
Omega Ratio Rank
FDGRX Calmar Ratio Rank: 8484
Calmar Ratio Rank
FDGRX Martin Ratio Rank: 7777
Martin Ratio Rank

FLVCX
FLVCX Risk / Return Rank: 6969
Overall Rank
FLVCX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FLVCX Sortino Ratio Rank: 6464
Sortino Ratio Rank
FLVCX Omega Ratio Rank: 6161
Omega Ratio Rank
FLVCX Calmar Ratio Rank: 8484
Calmar Ratio Rank
FLVCX Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDGRX vs. FLVCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and Fidelity Leveraged Company Stock Fund (FLVCX). 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.


FDGRXFLVCXDifference

Sharpe ratio

Return per unit of total volatility

1.31

1.14

+0.16

Sortino ratio

Return per unit of downside risk

1.88

1.69

+0.19

Omega ratio

Gain probability vs. loss probability

1.27

1.24

+0.03

Calmar ratio

Return relative to maximum drawdown

2.12

2.14

-0.02

Martin ratio

Return relative to average drawdown

7.42

7.68

-0.26

FDGRX vs. FLVCX - Sharpe Ratio Comparison

The current FDGRX Sharpe Ratio is 1.31, which is comparable to the FLVCX Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of FDGRX and FLVCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FDGRXFLVCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

1.14

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.46

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

0.57

+0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.51

+0.16

Correlation

The correlation between FDGRX and FLVCX is 0.85, 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.


Dividends

FDGRX vs. FLVCX - Dividend Comparison

FDGRX has not paid dividends to shareholders, while FLVCX's dividend yield for the trailing twelve months is around 4.87%.


TTM20252024202320222021202020192018201720162015
FDGRX
Fidelity Growth Company Fund
0.00%0.00%8.86%3.83%7.20%10.67%8.86%3.84%6.38%4.73%6.16%3.92%
FLVCX
Fidelity Leveraged Company Stock Fund
4.87%4.72%14.53%12.19%18.49%8.40%0.11%0.10%19.91%18.96%27.48%6.18%

Drawdowns

FDGRX vs. FLVCX - Drawdown Comparison

The maximum FDGRX drawdown since its inception was -71.62%, roughly equal to the maximum FLVCX drawdown of -70.02%. Use the drawdown chart below to compare losses from any high point for FDGRX and FLVCX.


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Drawdown Indicators


FDGRXFLVCXDifference

Max Drawdown

Largest peak-to-trough decline

-71.62%

-70.02%

-1.60%

Max Drawdown (1Y)

Largest decline over 1 year

-13.07%

-14.31%

+1.24%

Max Drawdown (5Y)

Largest decline over 5 years

-40.25%

-28.54%

-11.71%

Max Drawdown (10Y)

Largest decline over 10 years

-40.25%

-44.14%

+3.89%

Current Drawdown

Current decline from peak

-8.69%

-9.32%

+0.63%

Average Drawdown

Average peak-to-trough decline

-15.97%

-11.06%

-4.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.74%

4.00%

-0.26%

Volatility

FDGRX vs. FLVCX - Volatility Comparison

The current volatility for Fidelity Growth Company Fund (FDGRX) is 8.21%, while Fidelity Leveraged Company Stock Fund (FLVCX) has a volatility of 9.52%. This indicates that FDGRX experiences smaller price fluctuations and is considered to be less risky than FLVCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDGRXFLVCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.21%

9.52%

-1.31%

Volatility (6M)

Calculated over the trailing 6-month period

15.30%

16.65%

-1.35%

Volatility (1Y)

Calculated over the trailing 1-year period

24.68%

27.29%

-2.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.97%

22.59%

+1.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.33%

23.26%

+0.07%