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FCIGX: FIDELITY SMALL CAP GROWTH FUND FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS I (MUTUAL FUND)
Basic Info 31.92 0.3(0.95%) May 16
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 02/09/2005 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 1.00% |
| Expenses | 1.07% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/09/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.5 | -4.9 | 2.1 | 11.4 | 5.5 | 7.3 | 10.1 | 9.2 | 8.7 | 20.0 | 19.0 | -25.4 | -6.9 | 24.4 | 36.3 | -4.6 | 29.0 | 11.0 | 1.7 | 3.8 | 44.5 | 13.0 | -2.8 | 27.0 | 43.0 | -44.8 | 16.7 | 13.3 | 11.4 |
| Sharpe Ratio | NA | -0.48 | -0.16 | 0.3 | 0.11 | 0.24 | NA | NA | 0.32 | 0.67 | 0.83 | -0.86 | -0.26 | 0.67 | 2.21 | -0.29 | 2.46 | 0.61 | 0.1 | 0.23 | 3.08 | 0.82 | -0.09 | 1.22 | 1.39 | -1.11 | 0.8 | 0.61 | 0.78 |
| Draw Down(%) | NA | 26.2 | 28.7 | 28.7 | 46.7 | 46.7 | NA | NA | 59.0 | 11.7 | 16.1 | 33.0 | 25.2 | 37.5 | 8.5 | 29.5 | 3.9 | 17.9 | 15.9 | 16.6 | 5.3 | 11.6 | 28.4 | 18.0 | 25.1 | 56.7 | 10.2 | 16.8 | 9.7 |
| Standard Deviation(%) | NA | 32.0 | 25.5 | 23.2 | 25.1 | 23.3 | NA | NA | 23.4 | 19.9 | 18.0 | 31.1 | 27.0 | 36.1 | 15.8 | 20.7 | 11.6 | 17.6 | 16.9 | 16.5 | 14.4 | 15.9 | 31.4 | 22.0 | 30.8 | 40.9 | 17.2 | 16.4 | 13.6 |
| Treynor Ratio | NA | -0.16 | -0.04 | 0.07 | 0.03 | 0.06 | NA | NA | 0.08 | 0.13 | 0.17 | -0.29 | -0.06 | 0.26 | 0.36 | -0.06 | 0.27 | 0.11 | 0.02 | 0.04 | 0.46 | 0.14 | -0.03 | 0.3 | 0.46 | -0.49 | 0.15 | 0.11 | 0.12 |
| Alpha | NA | -0.02 | -0.02 | 0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.01 | -0.05 | -0.02 | 0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | -0.05 | 0.03 | 0.01 | 0.0 |
| Beta | NA | 0.97 | 1.01 | 0.94 | 0.98 | 0.97 | NA | NA | 0.95 | 1.04 | 0.9 | 0.94 | 1.08 | 0.92 | 0.98 | 1.05 | 1.06 | 0.98 | 0.99 | 1.01 | 0.97 | 0.91 | 0.96 | 0.91 | 0.93 | 0.93 | 0.92 | 0.94 | 0.87 |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.89 | 0.92 | NA | NA | 0.94 | 0.94 | 0.95 | 0.98 | 0.73 | 0.95 | 0.95 | 0.96 | 0.89 | 0.95 | 0.88 | 0.92 | 0.95 | 0.96 | 0.99 | 0.97 | 0.98 | 0.97 | 0.96 | 0.94 | 0.86 |
| Yield(%) | N/A | 0.0 | 1.0 | 0.5 | 0.2 | 3.3 | 6.3 | 6.5 | N/A | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 6.9 | 12.2 | 8.2 | 0.9 | 0.1 | 8.1 | 20.1 | 7.0 | 2.0 | 0.5 | 0.0 | 0.0 | 7.3 | 0.8 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -78.2 | -95.0 | -11.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -52.2 | 78.6 | 984.1 | 582.6 | -98.5 | -52.9 | 208.1 | 236.1 | 358.0 | N/A | N/A | -100.0 | 890.6 | -40.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2005
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