FGCKX: FIDELITY GROWTH COMPANY FUND CLASS K (MUTUAL FUND)
Basic Info 36.88 0.06(0.16%) May 10
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (68%) |
Start Date: | 05/09/2008 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 4.53% |
Expenses | 0.79% |
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Performance Analytics (As of 05/09/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/09/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 14.9 | 41.0 | 9.9 | 21.5 | 18.8 | 19.2 | 15.1 | 47.3 | -33.8 | 22.6 | 67.6 | 38.5 | -4.1 | 36.9 | 6.1 | 7.9 | 14.6 | 37.8 | 18.7 | 0.8 | 20.7 | 41.4 | -38.9 |
Sharpe Ratio | NA | 2.19 | 2.28 | 0.23 | 0.71 | 0.78 | NA | 0.61 | 2.48 | -1.04 | 1.11 | 1.84 | 2.18 | -0.23 | 3.3 | 0.36 | 0.46 | 0.91 | 2.79 | 1.15 | 0.03 | 1.0 | 1.53 | -1.15 |
Draw Down(%) | NA | 8.5 | 12.7 | 40.2 | 40.2 | 40.2 | NA | 51.0 | 12.7 | 36.6 | 12.8 | 31.6 | 9.4 | 26.9 | 3.3 | 17.8 | 13.4 | 9.7 | 7.1 | 13.0 | 21.1 | 16.5 | 20.6 | 51.0 |
Standard Deviation(%) | NA | 19.2 | 17.3 | 24.5 | 26.5 | 22.3 | NA | 23.6 | 17.6 | 33.8 | 20.3 | 36.4 | 17.0 | 23.3 | 11.0 | 16.6 | 17.3 | 16.0 | 13.5 | 16.4 | 26.6 | 20.8 | 27.1 | 47.1 |
Treynor Ratio | NA | 0.42 | 0.42 | 0.06 | 0.2 | 0.18 | NA | 0.14 | 0.48 | -0.39 | 0.25 | 0.67 | 0.47 | -0.05 | 0.31 | 0.06 | 0.08 | 0.13 | 0.35 | 0.17 | 0.01 | 0.2 | 0.38 | -0.51 |
Alpha | NA | 0.04 | 0.01 | 0.02 | 0.03 | 0.01 | NA | 0.01 | 0.02 | 0.02 | 0.04 | 0.02 | 0.01 | -0.02 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.01 | -0.03 |
Beta | NA | 1.0 | 0.95 | 0.91 | 0.95 | 0.97 | NA | 1.0 | 0.91 | 0.91 | 0.92 | 1.01 | 0.79 | 1.09 | 1.18 | 1.07 | 1.04 | 1.13 | 1.09 | 1.09 | 0.99 | 1.05 | 1.09 | 1.07 |
RSquared | NA | 0.96 | 0.95 | 0.97 | 0.97 | 0.94 | NA | 0.95 | 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 | 0.97 |
Yield(%) | N/A | 0.0 | 4.5 | 6.6 | 10.8 | 11.9 | 19.5 | N/A | 5.5 | 4.4 | 11.9 | 13.4 | 5.1 | 5.6 | 6.2 | 6.5 | 4.1 | 4.5 | 8.9 | 3.2 | 3.4 | 0.1 | 0.4 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -24.4 | 41.6 | 179.5 | N/A | N/A | N/A | -24.7 | -58.4 | 33.7 | 254.9 | -19.6 | 20.0 | -2.3 | 61.1 | 1.9 | -37.6 | 226.9 | -10.3 | 2800.0 | -50.0 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2008
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