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FOCKX: Fidelity OTC K (MUTUAL FUND)
Basic Info 18.18 0.53(2.83%) May 12
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 05/09/2008 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 5.99% |
| Expenses | 0.80% |
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Performance Analytics (As of 05/11/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.4 | 1.9 | 47.7 | 22.4 | 26.5 | 18.4 | 16.2 | 46.9 | 28.8 | -9.2 | 32.0 | -0.0 | 5.0 | 2.9 | 27.9 | 10.9 | -0.3 | 20.3 | 62.6 | -41.0 |
| SR | NA | 1.09 | 2.49 | 0.95 | 1.22 | 0.89 | 0.67 | 1.33 | 0.31 | -1.29 | 1.04 | -1.81 | -0.74 | -0.8 | 0.55 | -0.45 | -0.66 | 0.08 | 1.41 | -1.56 |
| DD(%) | NA | 9.8 | 11.7 | 29.4 | 29.4 | 29.4 | 53.3 | 29.4 | 12.2 | 30.9 | 6.8 | 22.7 | 17.9 | 15.7 | 10.8 | 16.5 | 21.2 | 18.0 | 20.4 | 53.3 |
| SD(%) | NA | 22.0 | 22.6 | 26.0 | 22.3 | 21.2 | 24.3 | 35.0 | 18.0 | 24.0 | 12.4 | 18.8 | 18.3 | 19.4 | 17.1 | 17.4 | 28.4 | 22.0 | 31.1 | 50.1 |
| TR | NA | 0.29 | 0.64 | 0.26 | 0.28 | 0.19 | 0.15 | 0.48 | 0.07 | -0.28 | 0.1 | -0.29 | -0.13 | -0.14 | 0.09 | -0.07 | -0.18 | 0.02 | 0.36 | -0.69 |
| Alpha(%) | NA | 0.07 | 0.03 | -0.01 | 0.01 | 0.0 | 0.01 | -0.02 | -0.03 | -0.03 | 0.24 | 0.19 | 0.03 | -0.03 | 0.03 | -0.02 | 0.01 | 0.11 | 0.07 | -0.02 |
| Beta(%) | NA | 0.83 | 0.88 | 0.94 | 0.96 | 1.01 | 1.06 | 0.96 | 0.8 | 1.11 | 1.23 | 1.17 | 1.02 | 1.15 | 1.04 | 1.12 | 1.05 | 1.11 | 1.23 | 1.13 |
| RS | NA | 0.92 | 0.92 | 0.92 | 0.91 | 0.9 | 0.92 | 0.97 | 0.64 | 0.93 | 0.73 | 0.84 | 0.82 | 0.67 | 0.55 | 0.88 | 0.96 | 0.94 | 0.94 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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