Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBCVX (FIDELITY BLUE CHIP VALUE FUND FIDELITY BLUE CHIP VALUE FUND) | 17.32% | 30.60% | 14.31% | 9.44% | 9.26% | 9.39% | 6.61% | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBCVX (FIDELITY BLUE CHIP VALUE FUND FIDELITY BLUE CHIP VALUE FUND) | 06/19/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 30.60 | 14.31 | 9.44 | 9.26 | 9.39 | 6.61 | … | … | 17.32 | 11.14 | 4.91 | 7.07 | 1.54 | 25.04 | -4.72 | 21.71 | -8.65 | 14.87 | 11.19 | -1.96 | 13.19 | 35.64 | 13.83 | -8.02 | 10.05 | 27.78 | -44.83 | 4.36 | 15.34 | 10.06 | 14.36 | 13.85 |
| Sharpe Ratio | NA | 2.19 | 0.89 | 0.49 | 0.44 | NA | NA | … | … | 2.73 | 0.59 | 0.12 | 0.28 | 0.01 | 2.02 | -0.13 | 1.93 | -0.71 | 1.90 | 0.71 | -0.14 | 1.23 | 3.13 | 1.01 | -0.31 | 0.46 | 0.81 | -0.96 | 0.07 | 1.07 | 0.71 | 1.12 | 2.24 |
| Standard Deviation(%) | NA | 12.30 | 12.48 | 13.65 | 17.22 | NA | NA | … | … | 14.55 | 13.99 | 10.98 | 12.13 | 17.40 | 12.39 | 38.45 | 10.47 | 14.16 | 7.52 | 15.54 | 13.98 | 10.75 | 11.39 | 13.75 | 25.99 | 21.56 | 34.26 | 47.54 | 17.04 | 11.17 | 11.03 | 11.91 | 11.95 |
| Draw Down(%) | NA | 9.29 | 14.82 | 14.82 | 41.65 | NA | NA | … | … | 9.29 | 9.79 | 9.46 | 9.49 | 14.48 | 5.60 | 41.65 | 6.27 | 18.50 | 4.98 | 11.28 | 11.89 | 7.43 | 4.80 | 13.60 | 27.04 | 18.92 | 31.42 | 56.33 | 11.97 | 10.47 | 8.19 | 8.02 | 4.33 |
| Yield(%) | 0.00 | 3.18 | 5.49 | 4.12 | 3.79 | 4.32 | 3.32 | … | … | 0.00 | 3.18 | 8.86 | 3.79 | 2.54 | 1.57 | 1.00 | 2.10 | 1.89 | 1.24 | 1.17 | 1.76 | 1.56 | 0.79 | 2.89 | 1.43 | 1.37 | 1.60 | 1.32 | 5.69 | 5.31 | 2.49 | 1.48 | 0.61 |
Data as of 06/04/2026, Common starting date is 06/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCVX (FIDELITY BLUE CHIP VALUE FUND FIDELITY BLUE CHIP VALUE FUND) |
-20.61%
Feb 2006 – Feb 2009 |
-8.78%
Feb 2004 – Feb 2009 |
2.83%
May 2007 – May 2017 |
3.20%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCVX (FIDELITY BLUE CHIP VALUE FUND FIDELITY BLUE CHIP VALUE FUND) |
21.75%
Feb 2009 – Feb 2012 |
20.39%
Feb 2009 – Feb 2014 |
13.51%
Feb 2009 – Feb 2019 |
11.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart