Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMGKX (FIDELITY MAGELLAN FUND CLASS K) | 11.27% | 14.58% | 22.28% | 15.05% | 13.90% | 14.56% | NA | 10.30% |
Data as of 07/03/2025, AR inception is 05/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMGKX (FIDELITY MAGELLAN FUND CLASS K) | 05/09/2008 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.95 | 14.58 | 22.28 | 15.05 | 13.90 | 14.56 | NA | 10.30 | 11.27 | 28.16 | 31.15 | -27.11 | 27.08 | 28.49 | 31.31 | -5.58 | 26.63 | 5.34 | 4.16 | 14.19 | 35.44 | 18.13 | -11.43 | 12.55 | 41.34 | -46.37 |
| Sharpe Ratio | NA | 0.50 | 0.97 | 0.65 | 0.61 | NA | NA | 0.42 | 0.78 | 1.52 | 1.91 | -0.99 | 1.66 | 0.81 | 2.20 | -0.36 | 3.07 | 0.35 | 0.25 | 1.08 | 2.88 | 1.31 | -0.44 | 0.61 | 1.31 | -1.19 |
| Standard Deviation(%) | NA | 22.74 | 19.82 | 20.58 | 20.37 | NA | NA | 22.46 | 26.60 | 16.13 | 14.51 | 28.84 | 16.33 | 34.71 | 13.56 | 19.20 | 8.50 | 14.46 | 16.27 | 13.09 | 12.28 | 13.88 | 26.07 | 20.38 | 31.58 | 52.71 |
| Draw Down(%) | NA | 20.05 | 20.92 | 33.05 | 33.05 | NA | NA | 59.38 | 20.05 | 10.06 | 8.58 | 32.15 | 8.02 | 31.68 | 5.99 | 22.63 | 3.54 | 13.39 | 13.08 | 7.70 | 5.78 | 11.76 | 26.77 | 17.60 | 25.14 | 59.38 |
| Yield(%) | 0.00 | 7.99 | 9.54 | 8.42 | 9.57 | 12.98 | 6.66 | 7.83 | 4.69 | 7.55 | 13.64 | 3.55 | 8.47 | 0.38 | 17.07 | 9.30 | 11.03 | 3.13 | 7.66 | 13.35 | 8.82 | 1.74 | 0.73 | 1.08 | 0.97 | 0.22 |
Data as of 07/03/2025, AR inception is 05/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMGKX (FIDELITY MAGELLAN FUND CLASS K) |
-4.06%
Aug 2008 - Aug 2011 |
1.44%
Jun 2008 - Jun 2013 |
8.05%
Jun 2008 - Jun 2018 |
8.92%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMGKX (FIDELITY MAGELLAN FUND CLASS K) |
28.95%
Dec 2018 - Dec 2021 |
22.18%
Feb 2009 - Feb 2014 |
17.78%
Dec 2011 - Dec 2021 |
15.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart