Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTGRX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS M) | 9.12% | 29.33% | 24.71% | 14.04% | 14.47% | 13.45% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTGRX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS M) | 02/12/2008 | 06/03/2026 |
| 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 (%) | -0.56 | 29.33 | 24.71 | 14.04 | 14.47 | 13.45 | NA | … | … | 9.12 | 26.22 | 25.36 | 25.83 | -12.21 | 21.75 | 6.15 | 30.47 | -7.88 | 17.21 | 13.00 | -1.94 | 11.05 | 32.47 | 18.81 | 1.70 | 14.25 | 27.87 | -34.11 |
| Sharpe Ratio | NA | 2.47 | 1.54 | 0.70 | 0.71 | NA | NA | … | … | 1.81 | 1.24 | 1.83 | 1.77 | -0.58 | 1.45 | 0.16 | 2.37 | -0.58 | 2.22 | 0.86 | -0.12 | 0.99 | 2.97 | 1.43 | 0.07 | 0.75 | 0.96 | -0.91 |
| Standard Deviation(%) | NA | 11.97 | 14.55 | 16.76 | 18.26 | NA | NA | … | … | 13.40 | 18.86 | 11.85 | 12.63 | 23.45 | 14.95 | 35.73 | 12.25 | 16.16 | 7.48 | 14.90 | 15.99 | 11.18 | 10.92 | 13.23 | 23.96 | 18.92 | 28.92 | 42.03 |
| Draw Down(%) | NA | 9.06 | 18.54 | 25.66 | 35.31 | NA | NA | … | … | 9.06 | 18.54 | 8.25 | 9.00 | 25.66 | 6.73 | 35.31 | 7.20 | 19.94 | 3.60 | 13.02 | 13.95 | 7.73 | 5.01 | 11.18 | 18.59 | 16.42 | 28.37 | 47.10 |
| Yield(%) | 0.00 | 3.93 | 3.47 | 2.42 | 6.64 | 7.89 | 5.81 | … | … | 0.00 | 4.18 | 2.71 | 1.99 | 0.68 | 1.54 | 2.24 | 14.38 | 16.29 | 15.79 | 1.72 | 3.47 | 3.97 | 2.81 | 1.08 | 0.67 | 0.76 | 1.23 | 0.96 |
Data as of 06/03/2026, Common starting date is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTGRX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS M) |
0.19%
May 2008 – May 2011 |
3.82%
Mar 2015 – Mar 2020 |
7.95%
Apr 2008 – Apr 2018 |
8.19%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTGRX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS M) |
29.23%
Sep 2022 – Sep 2025 |
23.74%
Feb 2009 – Feb 2014 |
15.67%
Feb 2009 – Feb 2019 |
14.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart