Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGTAX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS A) | 7.99% | 28.29% | 24.54% | 15.36% | 16.06% | 14.72% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/11/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGTAX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS A) | 02/11/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | 28.29 | 24.54 | 15.36 | 16.06 | 14.72 | NA | … | … | 7.99 | 26.58 | 25.62 | 26.18 | -9.26 | 25.99 | 13.89 | 30.74 | -7.61 | 17.49 | 13.33 | -1.74 | 11.23 | 32.89 | 19.18 | 1.97 | 14.10 | 28.14 | -33.43 |
| Sharpe Ratio | NA | 2.09 | 1.46 | 0.77 | 0.80 | NA | NA | … | … | 1.25 | 1.26 | 1.86 | 1.80 | -0.46 | 1.76 | 0.38 | 2.39 | -0.56 | 2.26 | 0.88 | -0.11 | 1.00 | 3.00 | 1.46 | 0.08 | 0.74 | 0.97 | -0.89 |
| Standard Deviation(%) | NA | 12.25 | 14.57 | 16.70 | 18.16 | NA | NA | … | … | 13.72 | 18.86 | 11.82 | 12.60 | 23.29 | 14.72 | 35.43 | 12.23 | 16.12 | 7.48 | 14.90 | 16.05 | 11.18 | 10.93 | 13.18 | 23.97 | 18.91 | 28.77 | 41.97 |
| Draw Down(%) | NA | 9.04 | 18.52 | 23.48 | 35.21 | NA | NA | … | … | 9.04 | 18.52 | 8.24 | 8.98 | 23.48 | 6.68 | 35.21 | 7.20 | 19.87 | 3.60 | 12.89 | 13.95 | 7.68 | 4.94 | 11.10 | 18.56 | 16.65 | 28.41 | 47.07 |
| Yield(%) | 0.00 | 4.25 | 3.84 | 3.87 | 8.25 | 9.80 | 7.19 | … | … | 0.00 | 4.52 | 3.05 | 2.31 | 3.58 | 5.60 | 9.08 | 14.70 | 16.56 | 16.05 | 1.98 | 3.56 | 4.26 | 3.07 | 1.39 | 0.92 | 0.59 | 1.58 | 1.27 |
Data as of 06/05/2026, Common starting date is 02/11/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGTAX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS A) |
0.31%
May 2008 – May 2011 |
4.08%
Mar 2015 – Mar 2020 |
8.18%
Apr 2008 – Apr 2018 |
9.38%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGTAX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS A) |
29.70%
Sep 2022 – Sep 2025 |
24.00%
Feb 2009 – Feb 2014 |
16.60%
Feb 2016 – Feb 2026 |
15.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart