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FGCKX vs. VGT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FGCKX vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Company K (FGCKX) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

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FGCKX vs. VGT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FGCKX
Fidelity Growth Company K
-6.85%18.67%37.30%47.35%-33.82%22.62%67.61%38.50%-4.07%36.89%
VGT
Vanguard Information Technology ETF
-7.34%21.77%29.30%52.66%-29.70%30.45%46.04%48.62%2.46%37.08%

Returns By Period

In the year-to-date period, FGCKX achieves a -6.85% return, which is significantly higher than VGT's -7.34% return. Over the past 10 years, FGCKX has underperformed VGT with an annualized return of 19.90%, while VGT has yielded a comparatively higher 21.35% annualized return.


FGCKX

1D
-1.23%
1M
-8.22%
YTD
-6.85%
6M
-6.85%
1Y
26.45%
3Y*
24.22%
5Y*
12.12%
10Y*
19.90%

VGT

1D
4.34%
1M
-3.89%
YTD
-7.34%
6M
-6.36%
1Y
29.19%
3Y*
22.58%
5Y*
14.54%
10Y*
21.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FGCKX vs. VGT - Expense Ratio Comparison

FGCKX has a 0.65% expense ratio, which is higher than VGT's 0.09% expense ratio.


Return for Risk

FGCKX vs. VGT — Risk / Return Rank

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

FGCKX
FGCKX Risk / Return Rank: 6262
Overall Rank
FGCKX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FGCKX Sortino Ratio Rank: 6464
Sortino Ratio Rank
FGCKX Omega Ratio Rank: 6060
Omega Ratio Rank
FGCKX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FGCKX Martin Ratio Rank: 5858
Martin Ratio Rank

VGT
VGT Risk / Return Rank: 6767
Overall Rank
VGT Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
VGT Sortino Ratio Rank: 6969
Sortino Ratio Rank
VGT Omega Ratio Rank: 6666
Omega Ratio Rank
VGT Calmar Ratio Rank: 7373
Calmar Ratio Rank
VGT Martin Ratio Rank: 6161
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.

FGCKX vs. VGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Vanguard Information Technology ETF (VGT). 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.


FGCKXVGTDifference

Sharpe ratio

Return per unit of total volatility

1.07

1.08

0.00

Sortino ratio

Return per unit of downside risk

1.59

1.65

-0.06

Omega ratio

Gain probability vs. loss probability

1.23

1.23

0.00

Calmar ratio

Return relative to maximum drawdown

1.49

1.77

-0.27

Martin ratio

Return relative to average drawdown

5.54

5.47

+0.07

FGCKX vs. VGT - Sharpe Ratio Comparison

The current FGCKX Sharpe Ratio is 1.07, which is comparable to the VGT Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of FGCKX and VGT, 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


FGCKXVGTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

1.08

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.58

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.88

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.61

+0.04

Correlation

The correlation between FGCKX and VGT is 0.93, 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

FGCKX vs. VGT - Dividend Comparison

FGCKX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.44%.


TTM20252024202320222021202020192018201720162015
FGCKX
Fidelity Growth Company K
0.00%0.00%8.80%3.81%7.16%10.63%8.83%3.84%6.38%4.73%6.20%3.96%
VGT
Vanguard Information Technology ETF
0.44%0.40%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%

Drawdowns

FGCKX vs. VGT - Drawdown Comparison

The maximum FGCKX drawdown since its inception was -51.01%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FGCKX and VGT.


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Drawdown Indicators


FGCKXVGTDifference

Max Drawdown

Largest peak-to-trough decline

-51.01%

-54.63%

+3.62%

Max Drawdown (1Y)

Largest decline over 1 year

-13.09%

-16.40%

+3.31%

Max Drawdown (5Y)

Largest decline over 5 years

-40.21%

-35.07%

-5.14%

Max Drawdown (10Y)

Largest decline over 10 years

-40.21%

-35.07%

-5.14%

Current Drawdown

Current decline from peak

-12.55%

-12.77%

+0.22%

Average Drawdown

Average peak-to-trough decline

-9.03%

-8.00%

-1.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.88%

5.30%

-1.42%

Volatility

FGCKX vs. VGT - Volatility Comparison

The current volatility for Fidelity Growth Company K (FGCKX) is 6.73%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.99%. This indicates that FGCKX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FGCKXVGTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.73%

7.99%

-1.26%

Volatility (6M)

Calculated over the trailing 6-month period

14.66%

16.31%

-1.65%

Volatility (1Y)

Calculated over the trailing 1-year period

24.33%

27.24%

-2.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.99%

25.07%

-1.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.34%

24.48%

-1.14%