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FOCPX vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FOCPX and AGTHX is 0.82, 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.


Performance

FOCPX vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity OTC Portfolio (FOCPX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

7,000.00%8,000.00%9,000.00%10,000.00%11,000.00%12,000.00%13,000.00%December2025FebruaryMarchAprilMay
11,140.54%
7,704.51%
FOCPX
AGTHX

Key characteristics

Sharpe Ratio

FOCPX:

0.25

AGTHX:

0.54

Sortino Ratio

FOCPX:

0.51

AGTHX:

0.89

Omega Ratio

FOCPX:

1.07

AGTHX:

1.13

Calmar Ratio

FOCPX:

0.25

AGTHX:

0.56

Martin Ratio

FOCPX:

0.75

AGTHX:

2.03

Ulcer Index

FOCPX:

8.24%

AGTHX:

5.99%

Daily Std Dev

FOCPX:

25.41%

AGTHX:

22.57%

Max Drawdown

FOCPX:

-69.01%

AGTHX:

-65.31%

Current Drawdown

FOCPX:

-14.15%

AGTHX:

-8.51%

Returns By Period

In the year-to-date period, FOCPX achieves a -10.11% return, which is significantly lower than AGTHX's -2.42% return. Over the past 10 years, FOCPX has outperformed AGTHX with an annualized return of 15.68%, while AGTHX has yielded a comparatively lower 12.28% annualized return.


FOCPX

YTD

-10.11%

1M

14.20%

6M

-8.45%

1Y

6.25%

5Y*

16.00%

10Y*

15.68%

AGTHX

YTD

-2.42%

1M

16.65%

6M

-3.08%

1Y

12.20%

5Y*

13.71%

10Y*

12.28%

*Annualized

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FOCPX vs. AGTHX - Expense Ratio Comparison

FOCPX has a 0.80% expense ratio, which is higher than AGTHX's 0.61% expense ratio.


Risk-Adjusted Performance

FOCPX vs. AGTHX — Risk-Adjusted Performance Rank

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

FOCPX
The Risk-Adjusted Performance Rank of FOCPX is 3737
Overall Rank
The Sharpe Ratio Rank of FOCPX is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of FOCPX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of FOCPX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of FOCPX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of FOCPX is 3636
Martin Ratio Rank

AGTHX
The Risk-Adjusted Performance Rank of AGTHX is 6060
Overall Rank
The Sharpe Ratio Rank of AGTHX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AGTHX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of AGTHX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of AGTHX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of AGTHX is 5858
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.

FOCPX vs. AGTHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) and American Funds The Growth Fund of America Class A (AGTHX). 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 FOCPX Sharpe Ratio is 0.25, which is lower than the AGTHX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of FOCPX and AGTHX, 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-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
0.25
0.54
FOCPX
AGTHX

Dividends

FOCPX vs. AGTHX - Dividend Comparison

FOCPX's dividend yield for the trailing twelve months is around 15.14%, more than AGTHX's 9.21% yield.


TTM20242023202220212020201920182017201620152014
FOCPX
Fidelity OTC Portfolio
15.14%13.61%0.05%4.06%11.53%6.23%7.58%7.93%4.86%3.24%5.41%12.91%
AGTHX
American Funds The Growth Fund of America Class A
9.21%8.99%6.81%0.75%8.18%4.30%7.15%11.99%7.03%6.61%8.87%9.90%

Drawdowns

FOCPX vs. AGTHX - Drawdown Comparison

The maximum FOCPX drawdown since its inception was -69.01%, which is greater than AGTHX's maximum drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for FOCPX and AGTHX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-14.15%
-8.51%
FOCPX
AGTHX

Volatility

FOCPX vs. AGTHX - Volatility Comparison

Fidelity OTC Portfolio (FOCPX) has a higher volatility of 13.14% compared to American Funds The Growth Fund of America Class A (AGTHX) at 12.35%. This indicates that FOCPX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%December2025FebruaryMarchAprilMay
13.14%
12.35%
FOCPX
AGTHX