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FBGRX: FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND (MUTUAL FUND)
Basic Info 204.97 1.22(0.60%) March 21
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/12/1988 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 1.23% |
| Expenses | 0.69% |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/12/1988 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | -9.8 | 2.5 | 9.7 | 20.4 | 13.2 | 14.7 | 11.8 | 12.3 | 32.5 | 54.1 | -38.8 | 12.6 | 51.4 | 33.4 | 1.0 | 33.4 | 1.6 | 6.3 | 14.6 | 39.8 | 17.8 | -2.8 | 19.6 | 45.0 | -38.6 | 11.7 | 5.6 | 4.0 | 6.3 | 24.8 | -25.1 | -16.6 | -10.5 | 24.5 | 34.5 | 27.0 | 15.5 | 28.4 | 9.8 | 24.5 | 6.2 | 54.8 | 3.5 | 36.2 | 1.9 |
| Sharpe Ratio | NA | -1.5 | -0.18 | 0.22 | 0.68 | 0.49 | NA | NA | 0.51 | 1.26 | 2.67 | -1.12 | 0.57 | 1.37 | 1.96 | -0.01 | 3.25 | 0.09 | 0.38 | 0.99 | 3.11 | 1.15 | -0.11 | 0.96 | 1.61 | -1.05 | 0.56 | 0.21 | 0.18 | 0.46 | 1.43 | -1.0 | -0.79 | -0.55 | 1.12 | 1.43 | 1.31 | 1.13 | 1.95 | 0.59 | 2.28 | 0.31 | 3.17 | -0.1 | 2.15 | 4.15 |
| Draw Down(%) | NA | 16.7 | 16.7 | 34.1 | 44.7 | 44.7 | NA | NA | 58.5 | 15.0 | 12.4 | 41.1 | 13.5 | 32.3 | 10.4 | 22.4 | 3.8 | 16.2 | 13.0 | 9.1 | 6.4 | 12.9 | 20.8 | 17.5 | 22.5 | 47.9 | 8.4 | 10.0 | 7.0 | 10.2 | 12.1 | 33.8 | 33.9 | 21.5 | 10.2 | 21.3 | 10.7 | 7.9 | 7.7 | 8.8 | 5.9 | 9.3 | 6.9 | 21.8 | 7.5 | 0.9 |
| Standard Deviation(%) | NA | 27.0 | 22.4 | 25.3 | 26.3 | 23.3 | NA | NA | 20.2 | 20.5 | 18.9 | 35.9 | 22.1 | 37.2 | 16.3 | 21.9 | 10.1 | 15.7 | 16.7 | 14.7 | 12.8 | 15.5 | 26.5 | 20.4 | 27.9 | 37.5 | 15.7 | 10.8 | 10.2 | 11.6 | 16.9 | 26.2 | 24.4 | 26.6 | 19.0 | 21.8 | 17.8 | 10.5 | 12.6 | 11.7 | 9.8 | 11.9 | 16.0 | 17.9 | 14.2 | 9.4 |
| Treynor Ratio | NA | -0.39 | -0.04 | 0.06 | 0.19 | 0.12 | NA | NA | 0.11 | 0.28 | 0.51 | -0.42 | 0.17 | 0.5 | 0.42 | 0.0 | 0.3 | 0.01 | 0.06 | 0.14 | 0.38 | 0.17 | -0.03 | 0.19 | 0.4 | -0.4 | 0.09 | 0.03 | 0.02 | 0.07 | 0.28 | -0.32 | -0.29 | -0.2 | 0.25 | 0.36 | 0.31 | 0.21 | 0.36 | 0.08 | 0.34 | 0.04 | 0.52 | -0.02 | 0.3 | 0.32 |
| Alpha | NA | -0.04 | -0.01 | 0.01 | 0.02 | 0.01 | NA | NA | 0.02 | 0.02 | 0.03 | 0.0 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | -0.02 | 0.0 | 0.01 | 0.02 | 0.02 | 0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.02 | 0.03 | 0.09 | 0.02 | 0.03 | 0.0 | 0.0 | 0.18 |
| Beta | NA | 1.05 | 0.95 | 0.97 | 0.93 | 0.95 | NA | NA | 0.9 | 0.93 | 0.98 | 0.96 | 0.74 | 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 | 0.94 | 0.8 | 0.82 | 0.77 | 0.86 | 0.81 | 0.67 | 0.73 | 0.85 | 0.86 | 0.77 | 0.56 | 0.69 | 0.83 | 0.66 | 0.97 | 0.98 | 0.9 | 1.02 | 1.24 |
| RSquared | NA | 0.97 | 0.87 | 0.95 | 0.89 | 0.9 | NA | NA | 0.89 | 0.86 | 0.95 | 0.98 | 0.62 | 0.96 | 0.71 | 0.96 | 0.86 | 0.96 | 0.97 | 0.95 | 0.96 | 0.97 | 0.99 | 0.97 | 0.97 | 0.97 | 0.96 | 0.92 | 0.89 | 0.93 | 0.97 | 0.97 | 0.92 | 0.91 | 0.91 | 0.89 | 0.75 | 0.57 | 0.32 | 0.58 | 0.45 | 0.82 | 0.91 | 0.93 | 0.91 | 0.78 |
| Yield(%) | N/A | 0.0 | 1.2 | 0.5 | 0.6 | 2.7 | 5.3 | 4.9 | N/A | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 4.7 | 5.9 | 3.0 | 4.0 | 5.4 | 6.5 | 9.3 | 2.1 | 3.6 | 0.1 | 0.6 | 2.3 | 11.9 | 2.7 | 0.6 | 1.0 | 0.7 | 0.5 | 0.1 | 4.2 | 4.4 | 5.5 | 6.2 | 8.2 | 10.1 | 2.4 | 18.1 | 3.4 | 0.6 | 1.0 | 2.8 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -39.1 | -86.3 | 4.9 | 38.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -24.8 | 156.3 | -24.1 | -25.5 | -10.3 | -13.4 | 418.2 | -44.7 | 4110.3 | -77.7 | -82.5 | -81.0 | 351.3 | 408.7 | -41.0 | 77.3 | 0.0 | 266.7 | -97.6 | 14.0 | 2.3 | 7.5 | -20.6 | -2.3 | 346.6 | -86.0 | 443.4 | 850.0 | -46.7 | -48.3 | 866.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/1988
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See LARGE GROWTH Asset Class Trend Rankings |
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