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FTQGX vs. QQQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FTQGX and QQQ is 0.87, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

FTQGX vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Focused Stock Fund (FTQGX) and Invesco QQQ (QQQ). The values are adjusted to include any dividend payments, if applicable.

200.00%400.00%600.00%800.00%1,000.00%1,200.00%NovemberDecember2025FebruaryMarchApril
297.93%
978.32%
FTQGX
QQQ

Key characteristics

Sharpe Ratio

FTQGX:

-0.27

QQQ:

0.49

Sortino Ratio

FTQGX:

-0.19

QQQ:

0.85

Omega Ratio

FTQGX:

0.97

QQQ:

1.12

Calmar Ratio

FTQGX:

-0.24

QQQ:

0.54

Martin Ratio

FTQGX:

-0.69

QQQ:

1.86

Ulcer Index

FTQGX:

11.15%

QQQ:

6.59%

Daily Std Dev

FTQGX:

27.92%

QQQ:

25.26%

Max Drawdown

FTQGX:

-61.00%

QQQ:

-82.98%

Current Drawdown

FTQGX:

-26.37%

QQQ:

-13.25%

Returns By Period

In the year-to-date period, FTQGX achieves a -14.53% return, which is significantly lower than QQQ's -8.45% return. Over the past 10 years, FTQGX has underperformed QQQ with an annualized return of 6.11%, while QQQ has yielded a comparatively higher 16.49% annualized return.


FTQGX

YTD

-14.53%

1M

-9.68%

6M

-22.00%

1Y

-9.42%

5Y*

5.86%

10Y*

6.11%

QQQ

YTD

-8.45%

1M

-5.29%

6M

-4.78%

1Y

10.24%

5Y*

17.72%

10Y*

16.49%

*Annualized

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FTQGX vs. QQQ - Expense Ratio Comparison

FTQGX has a 0.86% expense ratio, which is higher than QQQ's 0.20% expense ratio.


Expense ratio chart for FTQGX: current value is 0.86%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FTQGX: 0.86%
Expense ratio chart for QQQ: current value is 0.20%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
QQQ: 0.20%

Risk-Adjusted Performance

FTQGX vs. QQQ — Risk-Adjusted Performance Rank

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

FTQGX
The Risk-Adjusted Performance Rank of FTQGX is 1111
Overall Rank
The Sharpe Ratio Rank of FTQGX is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of FTQGX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of FTQGX is 1313
Omega Ratio Rank
The Calmar Ratio Rank of FTQGX is 88
Calmar Ratio Rank
The Martin Ratio Rank of FTQGX is 1010
Martin Ratio Rank

QQQ
The Risk-Adjusted Performance Rank of QQQ is 6161
Overall Rank
The Sharpe Ratio Rank of QQQ is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of QQQ is 6161
Sortino Ratio Rank
The Omega Ratio Rank of QQQ is 6161
Omega Ratio Rank
The Calmar Ratio Rank of QQQ is 6767
Calmar Ratio Rank
The Martin Ratio Rank of QQQ is 5959
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.

FTQGX vs. QQQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Focused Stock Fund (FTQGX) and Invesco QQQ (QQQ). 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 chart of Sharpe ratio for FTQGX, currently valued at -0.27, compared to the broader market-1.000.001.002.003.00
FTQGX: -0.27
QQQ: 0.49
The chart of Sortino ratio for FTQGX, currently valued at -0.19, compared to the broader market-2.000.002.004.006.008.00
FTQGX: -0.19
QQQ: 0.85
The chart of Omega ratio for FTQGX, currently valued at 0.97, compared to the broader market0.501.001.502.002.503.00
FTQGX: 0.97
QQQ: 1.12
The chart of Calmar ratio for FTQGX, currently valued at -0.24, compared to the broader market0.002.004.006.008.0010.00
FTQGX: -0.24
QQQ: 0.54
The chart of Martin ratio for FTQGX, currently valued at -0.69, compared to the broader market0.0010.0020.0030.0040.00
FTQGX: -0.69
QQQ: 1.86

The current FTQGX Sharpe Ratio is -0.27, which is lower than the QQQ Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of FTQGX and QQQ, 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-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.27
0.49
FTQGX
QQQ

Dividends

FTQGX vs. QQQ - Dividend Comparison

FTQGX's dividend yield for the trailing twelve months is around 0.43%, less than QQQ's 0.64% yield.


TTM20242023202220212020201920182017201620152014
FTQGX
Fidelity Focused Stock Fund
0.43%0.36%0.61%0.85%0.00%0.02%0.08%0.13%0.45%0.56%6.16%10.44%
QQQ
Invesco QQQ
0.64%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%1.41%

Drawdowns

FTQGX vs. QQQ - Drawdown Comparison

The maximum FTQGX drawdown since its inception was -61.00%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for FTQGX and QQQ. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-26.37%
-13.25%
FTQGX
QQQ

Volatility

FTQGX vs. QQQ - Volatility Comparison

The current volatility for Fidelity Focused Stock Fund (FTQGX) is 15.67%, while Invesco QQQ (QQQ) has a volatility of 16.89%. This indicates that FTQGX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.67%
16.89%
FTQGX
QQQ