FSBDX vs. CHASX

Last updated Jun 25, 2026

FSBDX (Fidelity Series Blue Chip Growth Fund) and CHASX (Chase Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, FSBDX returned 22.97%/yr vs 20.48%/yr for CHASX. Their correlation of 0.88 suggests significant overlap in exposure. FSBDX charges 0.00%/yr vs 1.14%/yr for CHASX.

Performance

FSBDX vs. CHASX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Blue Chip Growth Fund (FSBDX) and Chase Growth Fund (CHASX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FSBDX achieves a 14.84% return, which is significantly lower than CHASX's 24.18% return. Over the past 10 years, FSBDX has outperformed CHASX with an annualized return of 22.97%, while CHASX has yielded a comparatively lower 20.48% annualized return.

FSBDX

• 1D: -2.66%
• 1M: 0.57%
• YTD: 14.84%
• 6M: 13.41%
• 1Y: 36.51%
• 3Y*: 30.50%
• 5Y*: 15.47%
• 10Y*: 22.97%

CHASX

• 1D: -1.90%
• 1M: 2.67%
• YTD: 24.18%
• 6M: 22.01%
• 1Y: 45.60%
• 3Y*: 40.76%
• 5Y*: 21.98%
• 10Y*: 20.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FSBDX vs. CHASX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FSBDX Fidelity Series Blue Chip Growth Fund	14.84%	20.31%	39.76%	57.42%	-37.20%	22.53%	62.77%	33.24%	4.53%	35.27%
CHASX Chase Growth Fund	24.18%	20.61%	64.71%	25.91%	-20.41%	22.32%	18.27%	42.63%	-3.96%	24.49%

Correlation

The correlation between FSBDX and CHASX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.83
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.87
Correlation (All Time) Calculated using the full available price history since Nov 19, 2013	0.88

The correlation between FSBDX and CHASX has been stable across timeframes, ranging from 0.83 to 0.88 - a consistent structural relationship.

Return for Risk

FSBDX vs. CHASX — Risk / Return Rank

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

FSBDX

FSBDX Risk / Return Rank: 61
FSBDX Sharpe Ratio Rank: 58
FSBDX Sortino Ratio Rank: 49
FSBDX Omega Ratio Rank: 50
FSBDX Calmar Ratio Rank: 73
FSBDX Martin Ratio Rank: 73

CHASX

CHASX Risk / Return Rank: 86
CHASX Sharpe Ratio Rank: 88
CHASX Sortino Ratio Rank: 79
CHASX Omega Ratio Rank: 76
CHASX Calmar Ratio Rank: 93
CHASX Martin Ratio Rank: 95

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.

FSBDX vs. CHASX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Chase Growth Fund (CHASX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FSBDX	CHASX	Difference
Sharpe ratio: Return per unit of total volatility	2.05	2.63	-0.58
Sortino ratio: Return per unit of downside risk	2.69	3.41	-0.72
Omega ratio: Gain probability vs. loss probability	1.35	1.44	-0.09
Calmar ratio: Return relative to maximum drawdown	3.15	4.86	-1.71
Martin ratio: Return relative to average drawdown	12.86	20.09	-7.23

FSBDX vs. CHASX - Sharpe Ratio Comparison

The current FSBDX Sharpe Ratio is 2.05, which is comparable to the CHASX Sharpe Ratio of 2.63. The chart below compares the historical Sharpe Ratios of FSBDX and CHASX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FSBDX vs. CHASX - Drawdown Comparison

The maximum FSBDX drawdown since its inception was -42.25%, smaller than the maximum CHASX drawdown of -45.94%. Use the drawdown chart below to compare losses from any high point for FSBDX and CHASX.

Drawdown Indicators

	FSBDX	CHASX	Difference
Max Drawdown Largest peak-to-trough decline	-42.25%	-45.94%	+3.69%
Max Drawdown (1Y) Largest decline over 1 year	-12.41%	-9.90%	-2.51%
Max Drawdown (3Y) Largest decline over 3 years	-27.09%	-23.40%	-3.69%
Max Drawdown (5Y) Largest decline over 5 years	-42.25%	-24.63%	-17.62%
Max Drawdown (10Y) Largest decline over 10 years	-42.25%	-30.40%	-11.85%
Current Drawdown Current decline from peak	-4.73%	-2.10%	-2.63%
Average Drawdown Average peak-to-trough decline	-7.22%	-9.14%	+1.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.04%	2.39%	+0.65%

Volatility

FSBDX vs. CHASX - Volatility Comparison

Fidelity Series Blue Chip Growth Fund (FSBDX) has a higher volatility of 8.68% compared to Chase Growth Fund (CHASX) at 6.89%. This indicates that FSBDX's price experiences larger fluctuations and is considered to be riskier than CHASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FSBDX	CHASX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.68%	6.89%	+1.79%
Volatility (6M) Calculated over the trailing 6-month period	14.98%	14.38%	+0.60%
Volatility (1Y) Calculated over the trailing 1-year period	19.08%	18.33%	+0.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.03%	20.38%	+4.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.60%	19.95%	+3.65%

FSBDX vs. CHASX - Expense Ratio Comparison

FSBDX has a 0.00% expense ratio, which is lower than CHASX's 1.14% expense ratio.

Dividends

FSBDX vs. CHASX - Dividend Comparison

FSBDX's dividend yield for the trailing twelve months is around 3.25%, less than CHASX's 7.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CHASX Chase Growth Fund	7.35%	9.12%	36.67%	5.80%	5.49%	20.15%	7.83%	22.82%	12.92%	11.92%	9.14%	10.24%
FSBDX Fidelity Series Blue Chip Growth Fund	3.25%	3.73%	8.92%	0.54%	3.93%	24.67%	40.16%	11.36%	15.87%	10.80%	1.41%	13.10%

Frequently Asked Questions

Can I hold both FSBDX and CHASX in my portfolio?

FSBDX and CHASX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FSBDX or CHASX?

FSBDX has higher volatility (8.68%) compared to CHASX (6.89%). In terms of maximum drawdown, FSBDX dropped -42.25% vs CHASX's -45.94%.

Which has better risk-adjusted returns?

CHASX currently has the higher Sharpe Ratio (2.63 vs 2.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.