FBGKX: FIDELITY BLUE CHIP GROWTH FUND CLASS K (MUTUAL FUND)
Basic Info 224.65 3.19(1.40%) June 13
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 6.20% |
| Expenses | 0.76% |
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Performance Analytics (As of 06/13/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/22/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | -1.7 | 8.3 | 27.3 | 18.4 | 17.2 | 17.8 | 15.0 | 39.9 | 55.8 | -38.4 | 22.7 | 62.3 | 33.6 | 1.1 | 36.2 | 1.7 | 6.4 | 14.8 | 40.0 | 17.9 | -2.7 | 19.8 | 45.3 | -35.4 |
| Sharpe Ratio | NA | -0.19 | 0.18 | 0.96 | 0.63 | 0.66 | NA | 0.6 | 1.82 | 2.79 | -1.11 | 1.1 | 1.68 | 1.96 | -0.01 | 3.57 | 0.1 | 0.38 | 1.0 | 3.12 | 1.16 | -0.1 | 0.97 | 1.62 | -1.16 |
| Draw Down(%) | NA | 27.1 | 27.1 | 27.1 | 43.0 | 43.0 | NA | 48.7 | 15.0 | 11.8 | 40.8 | 12.1 | 32.3 | 10.4 | 22.4 | 3.5 | 16.1 | 13.0 | 9.1 | 6.4 | 12.8 | 20.8 | 17.5 | 22.4 | 46.5 |
| Standard Deviation(%) | NA | 35.0 | 28.2 | 25.1 | 25.9 | 23.8 | NA | 23.6 | 19.9 | 18.9 | 36.0 | 20.6 | 36.8 | 16.3 | 21.9 | 10.0 | 15.7 | 16.7 | 14.7 | 12.8 | 15.5 | 26.5 | 20.4 | 27.8 | 44.7 |
| Treynor Ratio | NA | -0.06 | 0.05 | 0.24 | 0.17 | 0.16 | NA | 0.14 | 0.39 | 0.54 | -0.41 | 0.31 | 0.61 | 0.42 | 0.0 | 0.33 | 0.01 | 0.06 | 0.14 | 0.38 | 0.17 | -0.03 | 0.19 | 0.41 | -0.52 |
| Alpha | NA | -0.04 | -0.02 | 0.01 | 0.02 | 0.01 | NA | 0.01 | 0.05 | 0.03 | 0.0 | 0.08 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.03 | 0.02 | -0.02 |
| Beta | NA | 1.06 | 1.04 | 1.02 | 0.98 | 0.98 | NA | 1.0 | 0.93 | 0.98 | 0.96 | 0.73 | 1.01 | 0.76 | 1.03 | 1.09 | 1.04 | 1.02 | 1.05 | 1.04 | 1.05 | 0.99 | 1.05 | 1.11 | 0.99 |
| RSquared | NA | 0.99 | 0.98 | 0.97 | 0.97 | 0.95 | NA | 0.96 | 0.92 | 0.96 | 0.98 | 0.7 | 0.98 | 0.71 | 0.96 | 0.88 | 0.96 | 0.97 | 0.95 | 0.96 | 0.97 | 0.99 | 0.97 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.0 | 6.2 | 4.5 | 6.9 | 8.6 | 13.1 | N/A | 8.0 | 1.4 | 0.3 | 10.0 | 9.5 | 4.7 | 6.0 | 5.6 | 4.2 | 5.4 | 6.6 | 9.5 | 2.3 | 3.6 | 0.3 | 0.9 | 2.5 |
| Dividend Growth(%) | N/A | -100.0 | 747.9 | -47.9 | 115.5 | N/A | N/A | N/A | 747.9 | 153.8 | -96.1 | 54.0 | 162.9 | -26.0 | 40.3 | 35.2 | -23.2 | -11.0 | -13.3 | 387.4 | -41.3 | 1355.7 | -53.6 | -76.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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