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FSKGX vs. VLIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSKGX vs. VLIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Strategies K6 Fund (FSKGX) and Value Line Mid Cap Focused Fund (VLIFX). The values are adjusted to include any dividend payments, if applicable.

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FSKGX vs. VLIFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSKGX
Fidelity Growth Strategies K6 Fund
-7.04%7.82%20.04%21.58%-26.20%21.62%29.50%36.90%-6.89%10.43%
VLIFX
Value Line Mid Cap Focused Fund
-7.91%0.79%7.59%22.11%-9.60%19.76%19.96%35.30%4.65%5.74%

Returns By Period

In the year-to-date period, FSKGX achieves a -7.04% return, which is significantly higher than VLIFX's -7.91% return.


FSKGX

1D
-1.97%
1M
-11.40%
YTD
-7.04%
6M
-14.07%
1Y
8.66%
3Y*
10.52%
5Y*
5.52%
10Y*

VLIFX

1D
0.00%
1M
-9.74%
YTD
-7.91%
6M
-10.31%
1Y
-6.50%
3Y*
4.49%
5Y*
5.50%
10Y*
11.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSKGX vs. VLIFX - Expense Ratio Comparison

FSKGX has a 0.45% expense ratio, which is lower than VLIFX's 1.07% expense ratio.


Return for Risk

FSKGX vs. VLIFX — Risk / Return Rank

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

FSKGX
FSKGX Risk / Return Rank: 1313
Overall Rank
FSKGX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
FSKGX Sortino Ratio Rank: 1515
Sortino Ratio Rank
FSKGX Omega Ratio Rank: 1414
Omega Ratio Rank
FSKGX Calmar Ratio Rank: 1111
Calmar Ratio Rank
FSKGX Martin Ratio Rank: 1111
Martin Ratio Rank

VLIFX
VLIFX Risk / Return Rank: 22
Overall Rank
VLIFX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
VLIFX Sortino Ratio Rank: 22
Sortino Ratio Rank
VLIFX Omega Ratio Rank: 22
Omega Ratio Rank
VLIFX Calmar Ratio Rank: 11
Calmar Ratio Rank
VLIFX Martin Ratio Rank: 11
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.

FSKGX vs. VLIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies K6 Fund (FSKGX) and Value Line Mid Cap Focused Fund (VLIFX). 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.


FSKGXVLIFXDifference

Sharpe ratio

Return per unit of total volatility

0.34

-0.36

+0.70

Sortino ratio

Return per unit of downside risk

0.64

-0.41

+1.05

Omega ratio

Gain probability vs. loss probability

1.09

0.95

+0.14

Calmar ratio

Return relative to maximum drawdown

0.26

-0.57

+0.84

Martin ratio

Return relative to average drawdown

0.81

-1.87

+2.69

FSKGX vs. VLIFX - Sharpe Ratio Comparison

The current FSKGX Sharpe Ratio is 0.34, which is higher than the VLIFX Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of FSKGX and VLIFX, 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


FSKGXVLIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

-0.36

+0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.33

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.38

+0.08

Correlation

The correlation between FSKGX and VLIFX is 0.86, 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

FSKGX vs. VLIFX - Dividend Comparison

FSKGX has not paid dividends to shareholders, while VLIFX's dividend yield for the trailing twelve months is around 2.34%.


TTM2025202420232022202120202019201820172016
FSKGX
Fidelity Growth Strategies K6 Fund
0.00%0.00%0.00%1.37%0.27%26.04%2.53%0.50%0.85%0.30%0.00%
VLIFX
Value Line Mid Cap Focused Fund
2.34%2.16%0.99%0.03%7.22%8.23%7.81%1.42%5.12%1.61%2.24%

Drawdowns

FSKGX vs. VLIFX - Drawdown Comparison

The maximum FSKGX drawdown since its inception was -36.51%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for FSKGX and VLIFX.


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Drawdown Indicators


FSKGXVLIFXDifference

Max Drawdown

Largest peak-to-trough decline

-36.51%

-61.48%

+24.97%

Max Drawdown (1Y)

Largest decline over 1 year

-16.39%

-11.81%

-4.58%

Max Drawdown (5Y)

Largest decline over 5 years

-36.51%

-21.91%

-14.60%

Max Drawdown (10Y)

Largest decline over 10 years

-35.51%

Current Drawdown

Current decline from peak

-16.39%

-14.80%

-1.59%

Average Drawdown

Average peak-to-trough decline

-9.05%

-15.68%

+6.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.28%

3.62%

+1.66%

Volatility

FSKGX vs. VLIFX - Volatility Comparison

Fidelity Growth Strategies K6 Fund (FSKGX) has a higher volatility of 7.62% compared to Value Line Mid Cap Focused Fund (VLIFX) at 3.92%. This indicates that FSKGX's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSKGXVLIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.62%

3.92%

+3.70%

Volatility (6M)

Calculated over the trailing 6-month period

15.97%

9.69%

+6.28%

Volatility (1Y)

Calculated over the trailing 1-year period

25.16%

16.90%

+8.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.82%

16.78%

+6.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.78%

17.80%

+4.98%