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FCIGX: FIDELITY SMALL CAP GROWTH FUND FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS I (MUTUAL FUND)
Basic Info 31.09 0.33(1.05%) May 08
Asset Class: | Small Growth |
MyPlanIQ Rating: | (87%) |
Start Date: | 02/09/2005 |
Last Dividend Date: | 12/17/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.07% |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/10/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.2 | 10.1 | 25.8 | 0.9 | 10.3 | 12.0 | 14.3 | 10.5 | 19.0 | -25.4 | 10.5 | 36.4 | 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 | 1.38 | 1.21 | -0.11 | 0.32 | 0.49 | NA | 0.41 | 0.83 | -0.86 | 0.46 | 1.01 | 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 | 8.6 | 16.1 | 39.1 | 39.1 | 39.1 | NA | 59.0 | 16.1 | 33.0 | 14.4 | 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 | 18.7 | 17.6 | 23.6 | 25.9 | 21.8 | NA | 23.0 | 18.0 | 31.1 | 22.8 | 35.5 | 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 | 0.26 | 0.23 | -0.03 | 0.09 | 0.11 | NA | 0.1 | 0.17 | -0.29 | 0.1 | 0.39 | 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 | 0.07 | 0.03 | 0.01 | 0.01 | 0.01 | NA | 0.01 | -0.01 | 0.01 | 0.02 | 0.01 | 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 | 0.99 | 0.93 | 0.95 | 0.94 | 0.96 | NA | 0.95 | 0.9 | 0.94 | 1.07 | 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 | 0.94 | 0.95 | 0.95 | 0.96 | 0.95 | NA | 0.96 | 0.95 | 0.98 | 0.93 | 0.98 | 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 | 0.0 | 5.8 | 7.9 | 9.5 | 14.6 | N/A | 0.0 | 0.0 | 18.2 | 10.1 | 6.9 | 12.2 | 8.3 | 0.9 | 0.1 | 8.1 | 20.1 | 7.0 | 1.9 | 0.6 | 0.0 | 0.0 | 7.3 | 0.8 | 1.5 |
Dividend Growth(%) | N/A | N/A | N/A | -16.1 | 60.0 | N/A | N/A | N/A | N/A | -100.0 | 118.6 | 92.4 | -52.3 | 77.8 | 968.8 | 700.0 | -98.7 | -52.9 | 208.5 | 241.9 | 342.9 | N/A | N/A | -100.0 | 854.5 | -38.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/10/2005
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