Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKFX (Fidelity OTC K6 Portfolio) | 27.43% | 57.45% | 32.16% | 17.77% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKFX (Fidelity OTC K6 Portfolio) | 06/14/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 57.45 | 32.16 | 17.77 | NA | NA | NA | … | … | 27.43 | 20.30 | 32.78 | 43.48 | -32.32 | 25.95 | 47.52 | 17.67 |
| Sharpe Ratio | NA | 2.96 | 1.40 | 0.66 | NA | NA | NA | … | … | 3.34 | 0.72 | 1.54 | 2.41 | -1.05 | 1.37 | 1.32 | 2.19 |
| Standard Deviation(%) | NA | 18.41 | 20.57 | 22.93 | NA | NA | NA | … | … | 21.73 | 24.32 | 18.89 | 16.68 | 32.31 | 18.97 | 35.70 | 15.22 |
| Draw Down(%) | NA | 12.53 | 24.81 | 37.26 | NA | NA | NA | … | … | 12.53 | 24.81 | 14.58 | 10.22 | 35.35 | 9.73 | 29.49 | 7.47 |
| Yield(%) | 0.00 | 4.98 | 3.99 | 3.11 | 3.05 | 2.03 | 1.53 | … | … | 0.00 | 4.83 | 4.18 | 0.35 | 0.05 | 4.68 | 0.57 | 0.37 |
Data as of 06/04/2026, Common starting date is 06/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKFX (Fidelity OTC K6 Portfolio) |
6.20%
Aug 2021 – Aug 2024 |
12.31%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKFX (Fidelity OTC K6 Portfolio) |
32.51%
May 2023 – May 2026 |
20.60%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart