Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FOCPX (FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO) | 9.04% | 30.38% | 22.80% | 14.39% | 17.26% | 17.89% | 14.58% | 11.13% |
Data as of 08/07/2025, AR inception is 12/31/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOCPX (FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO) | 12/31/1984 | 08/07/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 30.38 | 22.80 | 14.39 | 17.26 | 17.89 | 14.58 | 11.13 | 9.04 | 34.68 | 42.64 | -32.08 | 24.94 | 37.76 | 39.22 | -3.21 | 38.59 | 3.11 | 10.92 | 16.49 | 46.50 | 11.29 | -0.42 | 20.14 | 62.24 | -45.98 | 26.14 | 9.45 | 8.94 | 8.12 | 35.80 | -23.29 | -23.76 | -27.10 | 55.79 | 30.43 | 2.26 | 7.85 | 30.34 | -3.60 | -5.89 | 3.51 | 33.66 | -7.94 | 13.91 | 20.77 | -11.11 | 3.39 | 63.05 | 0.00 |
| Sharpe Ratio | NA | 0.70 | 0.89 | 0.52 | 0.67 | NA | NA | 0.37 | 0.27 | 1.65 | 2.39 | -1.06 | 1.33 | 1.05 | 2.31 | -0.20 | 3.28 | 0.16 | 0.62 | 0.98 | 3.34 | 0.65 | -0.02 | 0.91 | 2.00 | -1.07 | 1.20 | 0.38 | 0.51 | 0.39 | 1.70 | -0.81 | -0.65 | -0.64 | 2.20 | 0.92 | -0.06 | 0.24 | 1.82 | -0.62 | -0.61 | 0.08 | 1.96 | -1.05 | 0.61 | 1.41 | -0.47 | -0.07 | 5.94 | NA |
| Standard Deviation(%) | NA | 24.56 | 21.76 | 23.31 | 22.79 | NA | NA | 23.15 | 28.05 | 18.77 | 16.45 | 31.80 | 18.69 | 35.64 | 16.35 | 23.03 | 11.62 | 18.65 | 17.63 | 16.82 | 13.93 | 17.33 | 28.40 | 21.99 | 31.11 | 43.58 | 19.16 | 15.94 | 13.13 | 18.20 | 20.61 | 30.26 | 41.09 | 49.05 | 23.82 | 29.27 | 22.70 | 16.98 | 14.46 | 10.85 | 13.16 | 13.41 | 15.14 | 12.74 | 13.09 | 11.19 | 32.56 | 14.68 | 9.70 | 0.00 |
| Draw Down(%) | NA | 24.82 | 24.82 | 37.05 | 37.05 | NA | NA | 70.13 | 24.82 | 14.53 | 10.18 | 35.15 | 9.74 | 29.45 | 10.75 | 26.16 | 4.27 | 22.70 | 13.81 | 12.19 | 5.94 | 16.47 | 21.25 | 18.06 | 20.37 | 55.65 | 12.09 | 17.74 | 10.84 | 19.95 | 15.01 | 36.39 | 46.33 | 45.54 | 15.44 | 34.11 | 21.62 | 13.84 | 10.71 | 13.72 | 12.60 | 15.54 | 10.45 | 23.88 | 17.19 | 6.08 | 41.78 | 20.90 | 11.27 | 0.00 |
| Yield(%) | 0.00 | 14.18 | 7.64 | 7.27 | 10.42 | 15.83 | 15.30 | 31.31 | 0.00 | 16.23 | 0.08 | 2.64 | 13.08 | 0.75 | 9.71 | 7.07 | 6.35 | 3.31 | 5.68 | 13.40 | 16.82 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.26 | 0.00 | 0.00 | 0.00 | 18.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/07/2025, AR inception is 12/31/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOCPX (FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO) |
-29.59%
Feb 2000 - Feb 2003 |
-12.75%
Mar 2000 - Mar 2005 |
-4.13%
Aug 2000 - Aug 2010 |
1.08%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOCPX (FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO) |
38.23%
Mar 1997 - Mar 2000 |
29.90%
Feb 2009 - Feb 2014 |
21.73%
Aug 2010 - Aug 2020 |
20.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart