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FAGKX: FIDELITY GROWTH STRATEGIES FUND CLASS K (MUTUAL FUND)
Basic Info 72.74 0.84(1.14%) June 13
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 8.12% |
| Expenses | 0.72% |
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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(%) | -1.7 | 8.0 | 21.2 | 21.3 | 9.1 | 9.1 | 11.4 | 8.7 | 17.8 | 21.1 | -26.4 | 6.6 | 19.5 | 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 | 0.45 | 0.65 | 0.81 | 0.29 | 0.35 | NA | 0.34 | 0.59 | 1.06 | -0.9 | 0.27 | 0.53 | 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 | 26.0 | 26.0 | 26.0 | 44.3 | 44.3 | NA | 54.4 | 16.0 | 14.1 | 33.8 | 15.8 | 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 | 34.7 | 27.6 | 22.3 | 24.2 | 22.2 | NA | 23.2 | 19.0 | 16.0 | 31.0 | 24.1 | 36.5 | 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 | 0.13 | 0.15 | 0.18 | 0.07 | 0.08 | NA | 0.08 | 0.1 | 0.18 | -0.29 | 0.06 | 0.19 | 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 | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | -0.05 | -0.04 | 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 | 1.21 | 1.21 | 1.02 | 1.02 | 1.0 | NA | 0.95 | 1.11 | 0.92 | 0.95 | 1.09 | 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 | 0.94 | 0.94 | 0.93 | 0.88 | 0.91 | NA | 0.92 | 0.79 | 0.94 | 0.97 | 0.71 | 0.93 | 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 | 8.1 | 4.1 | 2.1 | 2.3 | 3.4 | N/A | 9.3 | 0.2 | 0.0 | 0.0 | 0.0 | 5.0 | 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 | 5593.5 | 183.2 | 90.6 | N/A | N/A | N/A | 5593.5 | N/A | N/A | N/A | -100.0 | 448.7 | 50.4 | -8.1 | 158.3 | -37.3 | 41.7 | -28.9 | 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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