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FGDKX: FIDELITY GROWTH DISCOVERY FUND CLASS K (MUTUAL FUND)
Basic Info 60.4 0.77(1.29%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (68%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.57% |
Expenses | 0.68% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/22/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 12.0 | 37.8 | 9.0 | 17.8 | 15.8 | 17.3 | 12.4 | 35.7 | -24.3 | 23.0 | 43.5 | 33.9 | -0.1 | 34.8 | 0.8 | 7.3 | 11.5 | 36.7 | 14.7 | 0.7 | 24.3 | 29.7 | -42.9 |
Sharpe Ratio | NA | 2.47 | 2.52 | 0.32 | 0.68 | 0.76 | NA | 0.54 | 2.12 | -0.92 | 1.37 | 1.21 | 2.25 | -0.07 | 4.02 | 0.04 | 0.45 | 0.77 | 2.84 | 1.01 | 0.03 | 1.25 | 1.05 | -1.34 |
Draw Down(%) | NA | 7.3 | 10.1 | 29.7 | 31.1 | 31.1 | NA | 55.4 | 10.1 | 27.8 | 8.9 | 31.1 | 7.6 | 21.6 | 2.7 | 14.4 | 12.5 | 9.3 | 6.3 | 10.9 | 20.8 | 15.8 | 22.8 | 52.1 |
Standard Deviation(%) | NA | 17.0 | 15.1 | 20.5 | 23.6 | 19.9 | NA | 21.7 | 15.0 | 28.0 | 16.8 | 35.5 | 14.4 | 20.3 | 8.6 | 14.7 | 16.1 | 14.9 | 12.9 | 14.6 | 25.7 | 19.4 | 28.2 | 45.2 |
Treynor Ratio | NA | 0.48 | 0.46 | 0.09 | 0.19 | 0.18 | NA | 0.13 | 0.41 | -0.35 | 0.31 | 0.44 | 0.48 | -0.01 | 0.36 | 0.01 | 0.07 | 0.11 | 0.36 | 0.15 | 0.01 | 0.24 | 0.26 | -0.61 |
Alpha | NA | 0.06 | 0.03 | 0.03 | 0.02 | 0.01 | NA | 0.0 | 0.0 | 0.03 | 0.05 | -0.04 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.04 | -0.03 | -0.1 |
Beta | NA | 0.88 | 0.82 | 0.75 | 0.83 | 0.85 | NA | 0.92 | 0.77 | 0.74 | 0.74 | 0.98 | 0.67 | 0.97 | 0.95 | 0.97 | 0.98 | 1.04 | 1.03 | 0.99 | 0.96 | 0.99 | 1.12 | 1.0 |
RSquared | NA | 0.96 | 0.94 | 0.93 | 0.93 | 0.92 | NA | 0.93 | 0.93 | 0.95 | 0.88 | 0.97 | 0.72 | 0.99 | 0.91 | 0.94 | 0.96 | 0.91 | 0.93 | 0.96 | 0.98 | 0.97 | 0.95 | 0.96 |
Yield(%) | N/A | 0.0 | 3.1 | 6.2 | 9.2 | 9.6 | 15.4 | N/A | 3.5 | 2.7 | 14.8 | 12.5 | 5.6 | 4.8 | 6.4 | 0.2 | 0.3 | 0.3 | 0.3 | 0.7 | 0.8 | 1.0 | 0.7 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | -6.0 | 25.7 | 403.8 | N/A | N/A | N/A | -6.0 | -80.0 | 50.4 | 190.2 | 8.8 | -3.6 | 4025.0 | -42.9 | 0.0 | 75.0 | -55.6 | -18.2 | 0.0 | 83.3 | -33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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