FDGRX: FIDELITY GROWTH COMPANY FUND FIDELITY GROWTH COMPANY FUND (MUTUAL FUND)
Basic Info 36.67 0.06(0.16%) May 10
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (90%) |
Start Date: | 01/17/1983 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 4.53% |
Expenses | 0.79% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/17/1983 |
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 | 1983 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 14.9 | 40.9 | 9.8 | 21.3 | 18.7 | 19.1 | 14.6 | 11.3 | 47.3 | -33.9 | 22.6 | 67.4 | 38.4 | -4.1 | 36.8 | 6.0 | 7.8 | 14.4 | 37.6 | 18.5 | 0.7 | 20.5 | 41.2 | -40.9 | 19.9 | 9.6 | 13.5 | 12.1 | 41.4 | -33.7 | -25.3 | -5.9 | 65.3 | 17.7 | 7.1 | 11.5 | 33.1 | -6.2 | 5.1 | 2.0 | 38.2 | 3.6 | 26.1 | 15.2 | -7.7 | -16.2 | 39.1 | -7.7 | 31.1 |
Sharpe Ratio | NA | 2.28 | 2.15 | 0.31 | 0.75 | 0.79 | NA | NA | 0.41 | 2.47 | -1.04 | 1.11 | 1.84 | 2.17 | -0.23 | 3.29 | 0.35 | 0.45 | 0.9 | 2.77 | 1.14 | 0.02 | 0.99 | 1.51 | -1.03 | 0.98 | 0.43 | 0.85 | 0.68 | 1.93 | -1.12 | -0.86 | -0.26 | 2.74 | 0.62 | 0.17 | 0.57 | 2.0 | -0.69 | 0.2 | -0.02 | 1.89 | -0.09 | 1.33 | 0.7 | -0.35 | -0.81 | 3.96 | -1.13 | 2.1 |
Draw Down(%) | NA | 8.5 | 12.8 | 40.3 | 40.3 | 40.3 | NA | NA | 71.7 | 12.8 | 36.7 | 12.8 | 31.6 | 9.5 | 27.0 | 3.3 | 17.8 | 13.4 | 9.7 | 7.1 | 13.0 | 21.1 | 16.5 | 20.6 | 51.1 | 10.2 | 12.6 | 9.2 | 15.9 | 13.2 | 45.1 | 42.6 | 37.5 | 9.7 | 23.9 | 18.9 | 11.3 | 10.0 | 11.6 | 12.2 | 15.5 | 8.5 | 28.0 | 16.2 | 9.6 | 41.0 | 26.8 | 8.1 | 22.6 | 13.6 |
Standard Deviation(%) | NA | 18.9 | 17.3 | 24.4 | 26.5 | 22.3 | NA | NA | 21.9 | 17.6 | 33.8 | 20.3 | 36.4 | 17.1 | 23.3 | 11.0 | 16.6 | 17.3 | 16.0 | 13.5 | 16.4 | 26.6 | 20.8 | 27.1 | 40.6 | 17.3 | 14.7 | 13.4 | 16.4 | 21.1 | 31.1 | 32.5 | 38.8 | 22.6 | 23.4 | 20.5 | 13.8 | 14.7 | 13.2 | 15.5 | 14.4 | 18.2 | 18.6 | 15.3 | 14.9 | 33.6 | 24.9 | 8.6 | 12.7 | 12.6 |
Treynor Ratio | NA | 0.44 | 0.39 | 0.08 | 0.21 | 0.18 | NA | NA | 0.1 | 0.48 | -0.39 | 0.24 | 0.67 | 0.47 | -0.05 | 0.31 | 0.05 | 0.08 | 0.13 | 0.35 | 0.17 | 0.01 | 0.19 | 0.38 | -0.39 | 0.17 | 0.06 | 0.11 | 0.11 | 0.4 | -0.37 | -0.32 | -0.1 | 0.69 | 0.17 | 0.05 | 0.11 | 0.34 | -0.1 | 0.04 | 0.0 | 0.36 | -0.02 | 0.26 | 0.12 | -0.3 | -0.71 | 4.74 | -5.04 | 120.42 |
Alpha | NA | 0.04 | 0.02 | 0.02 | 0.03 | 0.01 | NA | NA | 0.02 | 0.02 | 0.02 | 0.04 | 0.02 | 0.01 | -0.02 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.03 | 0.01 | 0.0 | 0.03 | 0.03 | 0.01 | 0.02 | 0.04 | 0.0 | 0.01 | 0.07 | 0.15 | -0.03 | -0.03 | 0.0 | 0.02 | -0.03 | 0.03 | 0.01 | -0.01 | 0.0 | -0.01 | 0.03 | 0.03 | -0.06 | 0.11 | -0.05 | 0.09 |
Beta | NA | 0.99 | 0.95 | 0.91 | 0.95 | 0.97 | NA | NA | 0.85 | 0.91 | 0.91 | 0.92 | 1.0 | 0.79 | 1.09 | 1.18 | 1.07 | 1.04 | 1.13 | 1.09 | 1.09 | 0.99 | 1.05 | 1.09 | 1.07 | 1.01 | 1.08 | 1.05 | 1.06 | 1.02 | 0.94 | 0.87 | 0.96 | 0.9 | 0.84 | 0.73 | 0.69 | 0.85 | 0.95 | 0.83 | 0.98 | 0.95 | 0.9 | 0.8 | 0.86 | 0.39 | 0.29 | 0.07 | 0.03 | 0.0 |
RSquared | NA | 0.96 | 0.95 | 0.97 | 0.97 | 0.94 | NA | NA | 0.71 | 0.95 | 0.98 | 0.95 | 0.98 | 0.72 | 0.96 | 0.85 | 0.91 | 0.95 | 0.93 | 0.93 | 0.95 | 0.97 | 0.94 | 0.97 | 0.96 | 0.92 | 0.9 | 0.85 | 0.89 | 0.87 | 0.92 | 0.89 | 0.74 | 0.72 | 0.76 | 0.52 | 0.51 | 0.37 | 0.6 | 0.3 | 0.57 | 0.67 | 0.84 | 0.5 | 0.83 | 0.2 | 0.07 | 0.03 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 4.5 | 6.6 | 10.8 | 11.8 | 19.3 | 15.8 | N/A | 5.5 | 4.4 | 12.0 | 13.4 | 5.1 | 5.6 | 6.2 | 6.4 | 4.1 | 4.4 | 8.8 | 3.0 | 3.3 | 0.0 | 0.2 | 0.1 | 0.9 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.3 | 8.9 | 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 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -24.4 | 41.6 | 182.5 | 835.7 | 1753.2 | 1945.0 | N/A | -24.7 | -58.4 | 33.7 | 254.9 | -19.6 | 20.0 | -1.2 | 59.3 | 3.8 | -38.1 | 236.0 | -10.7 | N/A | -100.0 | 0.0 | -83.3 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -97.4 | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/1983
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