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FCPGX: FIDELITY SMALL CAP GROWTH FUND FIDELITY SMALL CAP GROWTH FUND (MUTUAL FUND)
Basic Info 33.76 0.45(1.35%) July 09
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 02/03/2005 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 1.47% |
| Expenses | 1.32% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/03/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 0.9 | 9.3 | 14.4 | 10.4 | 11.0 | 13.5 | 10.4 | 10.6 | 20.6 | 19.0 | -25.3 | 10.5 | 36.4 | 36.3 | -4.6 | 29.0 | 11.0 | 5.8 | 3.9 | 44.5 | 13.0 | -2.8 | 26.8 | 42.9 | -44.9 | 16.7 | 13.2 | 12.1 |
| Sharpe Ratio | NA | -0.08 | 0.24 | 0.51 | 0.35 | 0.42 | NA | NA | 0.41 | 0.85 | 0.86 | -0.86 | 0.46 | 1.02 | 2.21 | -0.29 | 2.47 | 0.61 | 0.35 | 0.23 | 3.1 | 0.82 | -0.09 | 1.21 | 1.39 | -1.12 | 0.79 | 0.6 | 0.82 |
| Draw Down(%) | NA | 26.2 | 28.7 | 28.7 | 39.0 | 39.0 | NA | NA | 59.1 | 11.7 | 16.1 | 33.0 | 14.3 | 37.5 | 8.5 | 29.5 | 3.8 | 17.9 | 12.5 | 16.6 | 5.3 | 11.6 | 28.4 | 18.1 | 25.1 | 56.7 | 10.2 | 16.7 | 9.7 |
| Standard Deviation(%) | NA | 28.6 | 25.6 | 22.2 | 23.8 | 22.7 | NA | NA | 23.1 | 20.0 | 18.0 | 31.1 | 22.8 | 35.5 | 15.8 | 20.7 | 11.5 | 17.6 | 16.6 | 16.5 | 14.4 | 16.0 | 31.4 | 22.1 | 30.8 | 40.9 | 17.2 | 16.4 | 13.5 |
| Treynor Ratio | NA | -0.02 | 0.06 | 0.12 | 0.08 | 0.1 | NA | NA | 0.1 | 0.16 | 0.17 | -0.29 | 0.1 | 0.39 | 0.36 | -0.06 | 0.27 | 0.11 | 0.06 | 0.04 | 0.46 | 0.14 | -0.03 | 0.29 | 0.46 | -0.49 | 0.15 | 0.1 | 0.13 |
| Alpha | NA | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.03 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | -0.05 | 0.03 | 0.01 | 0.01 |
| Beta | NA | 0.98 | 1.01 | 0.94 | 0.98 | 0.97 | NA | NA | 0.95 | 1.04 | 0.9 | 0.94 | 1.07 | 0.92 | 0.98 | 1.05 | 1.06 | 0.98 | 1.0 | 1.01 | 0.97 | 0.91 | 0.97 | 0.91 | 0.93 | 0.93 | 0.93 | 0.94 | 0.85 |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.96 | 0.96 | NA | NA | 0.96 | 0.94 | 0.95 | 0.98 | 0.96 | 0.98 | 0.95 | 0.96 | 0.89 | 0.95 | 0.92 | 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 | 1.5 | 0.7 | 6.9 | 8.1 | 12.2 | 9.5 | N/A | 1.6 | 0.0 | 0.0 | 18.2 | 10.2 | 6.9 | 12.2 | 8.2 | 0.9 | 4.4 | 8.1 | 20.2 | 7.0 | 2.0 | 0.4 | 0.0 | 0.0 | 7.3 | 0.8 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -95.6 | 30.6 | 117.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 119.0 | 92.1 | -52.3 | 78.7 | 984.1 | -80.6 | -47.5 | -53.0 | 207.7 | 236.7 | 485.2 | N/A | N/A | -100.0 | 954.0 | -45.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2005
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