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FOCPX: FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO (MUTUAL FUND)
Basic Info 20.6 0.42(2.08%) May 03
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (94%) |
Start Date: | 12/31/1984 |
Last Dividend Date: | 12/01/2023 |
12-Mo. Yield | 0.06% |
Expenses | 0.81% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1984 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 12.6 | 39.2 | 7.8 | 17.3 | 17.6 | 18.7 | 14.1 | 10.8 | 42.6 | -32.1 | 24.9 | 46.8 | 39.2 | -3.2 | 38.6 | 3.1 | 10.9 | 16.5 | 46.5 | 11.3 | -0.4 | 20.1 | 62.2 | -46.0 | 26.1 | 9.4 | 8.9 | 8.1 | 35.8 | -23.3 | -23.8 | -27.1 | 55.8 | 30.4 | 2.3 | 7.8 | 30.3 | -3.6 | -5.9 | 3.5 | 33.7 | -7.9 | 13.9 | 20.8 | -11.1 | 3.4 | 63.1 | 0.0 |
Sharpe Ratio | NA | 2.06 | 2.17 | 0.24 | 0.63 | 0.76 | NA | NA | 0.37 | 2.36 | -1.06 | 1.33 | 1.32 | 2.31 | -0.2 | 3.28 | 0.16 | 0.62 | 0.98 | 3.34 | 0.65 | -0.02 | 0.91 | 2.0 | -1.07 | 1.21 | 0.39 | 0.52 | 0.39 | 1.7 | -0.81 | -0.64 | -0.64 | 2.21 | 0.93 | -0.06 | 0.25 | 1.83 | -0.6 | -0.6 | 0.08 | 1.97 | -1.03 | 0.63 | 1.43 | -0.46 | -0.05 | 5.96 | NA |
Draw Down(%) | NA | 7.6 | 10.2 | 37.0 | 37.0 | 37.0 | NA | NA | 70.1 | 10.2 | 35.1 | 9.7 | 29.4 | 10.7 | 26.2 | 4.3 | 22.7 | 13.8 | 12.2 | 5.9 | 16.5 | 21.3 | 18.1 | 20.4 | 55.6 | 12.1 | 17.7 | 10.8 | 19.9 | 15.0 | 36.4 | 46.3 | 45.5 | 15.4 | 34.1 | 21.6 | 13.8 | 10.7 | 13.7 | 12.6 | 15.5 | 10.4 | 23.9 | 17.2 | 6.1 | 41.8 | 20.9 | 11.3 | 0.0 |
Standard Deviation(%) | NA | 18.4 | 16.3 | 23.0 | 25.1 | 21.7 | NA | NA | 23.1 | 16.5 | 31.8 | 18.7 | 35.0 | 16.4 | 23.0 | 11.6 | 18.6 | 17.6 | 16.8 | 13.9 | 17.3 | 28.4 | 22.0 | 31.1 | 43.6 | 19.2 | 15.9 | 13.1 | 18.2 | 20.6 | 30.3 | 41.1 | 49.0 | 23.8 | 29.3 | 22.7 | 17.0 | 14.5 | 10.8 | 13.2 | 13.4 | 15.1 | 12.7 | 13.1 | 11.2 | 32.6 | 14.7 | 9.7 | 0.0 |
Treynor Ratio | NA | 0.4 | 0.4 | 0.06 | 0.18 | 0.18 | NA | NA | 0.1 | 0.46 | -0.4 | 0.3 | 0.48 | 0.5 | -0.04 | 0.31 | 0.02 | 0.11 | 0.14 | 0.44 | 0.1 | 0.0 | 0.18 | 0.51 | -0.41 | 0.21 | 0.05 | 0.06 | 0.06 | 0.35 | -0.27 | -0.24 | -0.24 | 0.57 | 0.27 | -0.02 | 0.07 | 0.36 | -0.09 | -0.15 | 0.02 | 0.43 | -0.24 | 0.17 | 0.26 | -0.44 | -0.03 | 7.7 | 1.0 |
Alpha | NA | 0.03 | 0.01 | 0.02 | 0.02 | 0.01 | NA | NA | 0.02 | 0.01 | 0.01 | 0.05 | -0.02 | 0.02 | -0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.02 | -0.03 | 0.0 | 0.03 | 0.05 | -0.02 | 0.05 | 0.03 | -0.01 | 0.0 | 0.03 | 0.05 | 0.07 | 0.01 | 0.12 | 0.0 | -0.05 | -0.01 | 0.02 | -0.02 | -0.02 | 0.01 | 0.01 | -0.05 | -0.02 | 0.05 | 0.01 | 0.02 | 0.17 | NA |
Beta | NA | 0.95 | 0.88 | 0.85 | 0.89 | 0.93 | NA | NA | 0.9 | 0.84 | 0.85 | 0.83 | 0.96 | 0.75 | 1.08 | 1.24 | 1.17 | 1.03 | 1.14 | 1.06 | 1.12 | 1.05 | 1.11 | 1.23 | 1.14 | 1.1 | 1.17 | 1.05 | 1.16 | 0.99 | 0.89 | 1.1 | 1.28 | 0.92 | 1.02 | 0.8 | 0.59 | 0.74 | 0.76 | 0.51 | 0.59 | 0.69 | 0.55 | 0.49 | 0.61 | 0.34 | 0.29 | 0.08 | NA |
RSquared | NA | 0.94 | 0.93 | 0.95 | 0.95 | 0.91 | NA | NA | 0.72 | 0.93 | 0.97 | 0.9 | 0.97 | 0.71 | 0.96 | 0.84 | 0.86 | 0.88 | 0.86 | 0.84 | 0.88 | 0.96 | 0.94 | 0.94 | 0.96 | 0.89 | 0.9 | 0.88 | 0.85 | 0.86 | 0.87 | 0.88 | 0.82 | 0.68 | 0.7 | 0.51 | 0.25 | 0.28 | 0.56 | 0.16 | 0.25 | 0.51 | 0.67 | 0.26 | 0.75 | 0.17 | 0.19 | 0.02 | 0.0 |
Yield(%) | N/A | 0.0 | 0.1 | 4.9 | 7.8 | 10.4 | 17.1 | 14.1 | N/A | 0.1 | 2.6 | 13.1 | 8.4 | 9.7 | 7.1 | 6.4 | 3.3 | 5.7 | 13.3 | 16.7 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.2 | 0.0 | 0.0 | 0.0 | 18.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -98.1 | -2.1 | 58.0 | 620.0 | 585.5 | N/A | N/A | -98.1 | -77.0 | 107.3 | 12.4 | 22.8 | 46.3 | 100.0 | -40.0 | -55.9 | -1.9 | 5100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1984
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