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FAGKX: FIDELITY GROWTH STRATEGIES FUND CLASS K (MUTUAL FUND)
Basic Info 63.7 0.13(0.20%) May 10
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (68%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 0.18% |
Expenses | 0.72% |
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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 | Since 05/22/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.1 | 11.5 | 26.9 | 5.9 | 12.3 | 11.3 | 13.4 | 9.3 | 21.1 | -26.4 | 21.4 | 29.5 | 36.7 | -6.8 | 21.7 | 2.9 | 3.3 | 13.9 | 38.2 | 12.0 | -8.7 | 25.9 | 40.2 | -43.1 |
Sharpe Ratio | NA | 2.29 | 1.63 | 0.16 | 0.43 | 0.51 | NA | 0.38 | 1.06 | -0.9 | 1.09 | 0.82 | 2.45 | -0.45 | 2.61 | 0.18 | 0.21 | 1.05 | 3.22 | 0.75 | -0.29 | 1.14 | 1.37 | -1.33 |
Draw Down(%) | NA | 7.0 | 14.1 | 36.6 | 36.6 | 36.6 | NA | 54.4 | 14.1 | 33.8 | 12.1 | 34.0 | 6.9 | 21.0 | 3.3 | 12.8 | 11.4 | 9.2 | 4.5 | 14.3 | 27.2 | 17.1 | 18.4 | 54.4 |
Standard Deviation(%) | NA | 13.7 | 14.2 | 22.2 | 24.8 | 20.2 | NA | 22.6 | 16.0 | 31.0 | 19.7 | 35.6 | 14.5 | 18.0 | 8.1 | 14.5 | 15.6 | 13.3 | 11.8 | 16.1 | 30.3 | 22.6 | 29.2 | 45.8 |
Treynor Ratio | NA | 0.34 | 0.25 | 0.04 | 0.11 | 0.11 | NA | 0.09 | 0.18 | -0.29 | 0.2 | 0.29 | 0.35 | -0.08 | 0.23 | 0.03 | 0.03 | 0.15 | 0.44 | 0.13 | -0.08 | 0.26 | 0.42 | -0.77 |
Alpha | NA | 0.07 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | -0.01 | 0.02 | 0.01 | 0.03 | -0.01 | -0.02 | -0.01 | 0.0 | -0.06 |
Beta | NA | 0.91 | 0.92 | 0.95 | 0.98 | 0.97 | NA | 0.94 | 0.92 | 0.95 | 1.06 | 0.99 | 1.0 | 0.97 | 0.93 | 0.89 | 0.96 | 0.93 | 0.87 | 0.96 | 1.05 | 1.01 | 0.96 | 0.79 |
RSquared | NA | 0.91 | 0.93 | 0.96 | 0.96 | 0.96 | NA | 0.95 | 0.94 | 0.97 | 0.96 | 0.97 | 0.93 | 0.97 | 0.9 | 0.95 | 0.95 | 0.92 | 0.96 | 0.93 | 0.98 | 0.97 | 0.96 | 0.93 |
Yield(%) | N/A | 0.0 | 0.2 | 4.9 | 7.0 | 5.8 | 9.1 | N/A | 0.2 | 0.0 | 15.1 | 9.8 | 4.9 | 0.8 | 0.7 | 0.8 | 0.3 | 0.5 | 0.5 | 0.8 | 0.0 | 0.0 | 0.0 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | N/A | 25.7 | 1394.4 | N/A | N/A | N/A | N/A | -100.0 | 79.8 | 166.0 | 452.9 | 47.8 | -8.0 | 150.0 | -33.3 | 36.4 | -26.7 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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