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FDEGX: FIDELITY GROWTH STRATEGIES FUND FIDELITY GROWTH STRATEGIES FUND (MUTUAL FUND)
Basic Info 60.61 0.19(0.31%) May 01
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (72%) |
Start Date: | 08/15/1991 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.72% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/16/1991 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | 7.4 | 21.3 | 2.6 | 11.0 | 10.9 | 13.1 | 8.6 | 8.3 | 20.9 | -26.5 | 21.3 | 29.3 | 36.6 | -6.9 | 21.5 | 2.7 | 3.2 | 13.7 | 37.9 | 11.8 | -9.0 | 25.6 | 39.7 | -49.3 | 18.8 | 8.9 | 7.5 | 11.2 | 33.4 | -41.2 | -47.3 | -25.9 | 103.7 | 43.1 | 19.6 | 15.8 | 36.0 | -0.2 | 20.1 | 8.4 | 14.7 |
Sharpe Ratio | NA | 1.93 | 1.57 | 0.02 | 0.4 | 0.49 | NA | NA | 0.27 | 1.05 | -0.9 | 1.08 | 0.82 | 2.43 | -0.46 | 2.59 | 0.17 | 0.2 | 1.03 | 3.2 | 0.74 | -0.3 | 1.13 | 1.35 | -1.28 | 0.85 | 0.33 | 0.37 | 0.63 | 1.98 | -1.1 | -1.12 | -0.6 | 3.28 | 1.47 | 0.79 | 0.68 | 1.57 | -0.18 | 1.34 | 0.34 | 2.14 |
Draw Down(%) | NA | 7.0 | 14.1 | 36.6 | 36.6 | 36.6 | NA | NA | 86.0 | 14.1 | 33.9 | 12.1 | 34.1 | 6.9 | 21.0 | 3.3 | 12.8 | 11.4 | 9.3 | 4.5 | 14.4 | 27.3 | 17.1 | 18.4 | 58.3 | 12.5 | 18.0 | 11.2 | 15.4 | 11.0 | 54.5 | 63.3 | 47.9 | 16.4 | 28.9 | 14.7 | 17.1 | 17.0 | 19.8 | 9.5 | 21.2 | 6.3 |
Standard Deviation(%) | NA | 13.7 | 14.2 | 22.2 | 24.8 | 20.2 | NA | NA | 24.4 | 16.0 | 31.0 | 19.7 | 35.5 | 14.5 | 18.0 | 8.1 | 14.5 | 15.6 | 13.3 | 11.8 | 16.1 | 30.2 | 22.6 | 29.2 | 39.2 | 18.6 | 17.2 | 14.4 | 16.1 | 16.5 | 38.3 | 44.9 | 50.3 | 30.6 | 27.0 | 20.4 | 17.8 | 20.5 | 17.0 | 13.4 | 17.3 | 18.9 |
Treynor Ratio | NA | 0.29 | 0.24 | 0.0 | 0.1 | 0.1 | NA | NA | 0.07 | 0.18 | -0.29 | 0.2 | 0.29 | 0.35 | -0.08 | 0.22 | 0.03 | 0.03 | 0.15 | 0.43 | 0.12 | -0.09 | 0.25 | 0.41 | -0.62 | 0.16 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.07 | 0.02 | 0.01 | 0.01 | 0.0 | NA | NA | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.0 | 0.03 | -0.01 | -0.02 | -0.01 | 0.0 | -0.07 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.91 | 0.92 | 0.95 | 0.98 | 0.97 | NA | NA | 0.94 | 0.92 | 0.95 | 1.06 | 0.99 | 1.0 | 0.97 | 0.93 | 0.89 | 0.96 | 0.93 | 0.87 | 0.96 | 1.05 | 1.01 | 0.96 | 0.81 | 1.01 | 1.1 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.91 | 0.92 | 0.96 | 0.96 | 0.96 | NA | NA | 0.42 | 0.94 | 0.97 | 0.96 | 0.97 | 0.93 | 0.97 | 0.9 | 0.95 | 0.95 | 0.92 | 0.96 | 0.93 | 0.98 | 0.97 | 0.96 | 0.92 | 0.87 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.1 | 4.8 | 7.0 | 5.8 | 8.9 | 5.4 | N/A | 0.1 | 0.0 | 15.3 | 9.9 | 4.8 | 0.7 | 0.5 | 0.6 | 0.1 | 0.4 | 0.2 | 0.5 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.3 | 12.6 | 12.4 | 8.9 | 24.2 | 2.7 | 4.8 | 1.8 | 20.5 | 1.0 | 2.7 |
Dividend Growth(%) | N/A | -100.0 | N/A | 27.0 | 1880.0 | 7823.8 | -20.8 | N/A | N/A | N/A | -100.0 | 79.8 | 174.7 | 550.0 | 55.6 | -10.0 | 400.0 | -60.0 | 100.0 | -44.4 | N/A | N/A | N/A | -100.0 | 200.0 | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -98.8 | 93.4 | 88.5 | -65.3 | 900.0 | -25.0 | 158.1 | -91.3 | 2131.2 | -59.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/16/1991
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