FTRNX vs. FOCPX

In the year-to-date period, FTRNX achieves a -5.31% return, which is significantly lower than FOCPX's -4.47% return. Over the past 10 years, FTRNX has underperformed FOCPX with an annualized return of 7.10%, while FOCPX has yielded a comparatively higher 16.26% annualized return.

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FTRNX has a 0.73% expense ratio, which is lower than FOCPX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) and Fidelity OTC Portfolio (FOCPX). 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 FTRNX Sharpe Ratio is -0.07, which is lower than the FOCPX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of FTRNX and FOCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTRNX's dividend yield for the trailing twelve months is around 0.71%, less than FOCPX's 14.25% yield.

The maximum FTRNX drawdown since its inception was -55.96%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FTRNX and FOCPX. For additional features, visit the drawdowns tool.

Fidelity Trend Fund (FTRNX) has a higher volatility of 6.96% compared to Fidelity OTC Portfolio (FOCPX) at 5.67%. This indicates that FTRNX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.