Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FTQGX (FIDELITY FOCUSED STOCK FUND FIDELITY FOCUSED STOCK FUND) | -4.33% | -0.71% | 18.17% | 13.92% | 13.92% | 14.99% | 11.89% | 9.62% |
Data as of 06/20/2025, AR inception is 02/05/1997
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FTQGX (FIDELITY FOCUSED STOCK FUND FIDELITY FOCUSED STOCK FUND) | 02/05/1997 | 06/20/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.14 | -0.71 | 18.17 | 13.92 | 13.92 | 14.99 | 11.89 | 9.62 | -4.33 | 36.95 | 28.94 | -26.68 | 26.91 | 33.41 | 31.44 | 4.90 | 31.25 | 3.26 | 1.56 | 4.60 | 38.12 | 16.56 | 0.57 | 24.09 | 25.21 | -33.01 | 17.06 | 5.13 | 18.22 | 15.85 | 23.12 | -39.29 | -13.59 | -5.89 | 35.53 | 17.69 | 14.28 |
Sharpe Ratio | NA | -0.15 | 0.73 | 0.56 | 0.59 | NA | NA | 0.37 | -0.39 | 1.65 | 1.57 | -1.11 | 1.35 | 0.94 | 2.04 | 0.17 | 3.01 | 0.21 | 0.09 | 0.30 | 2.56 | 1.11 | 0.02 | 1.13 | 0.89 | -0.92 | 0.74 | 0.12 | 1.12 | 1.06 | 1.42 | -1.28 | -0.79 | -0.41 | 1.70 | 0.75 | 0.70 |
Standard Deviation(%) | NA | 26.62 | 21.68 | 22.00 | 21.43 | NA | NA | 21.27 | 31.55 | 20.22 | 16.21 | 25.38 | 19.91 | 35.09 | 14.66 | 21.22 | 10.22 | 14.71 | 16.96 | 15.27 | 14.85 | 14.96 | 25.19 | 21.21 | 28.12 | 36.76 | 19.00 | 14.05 | 14.28 | 14.01 | 15.79 | 31.64 | 20.58 | 24.92 | 18.89 | 18.92 | 17.57 |
Draw Down(%) | NA | 26.84 | 26.84 | 32.31 | 32.31 | NA | NA | 61.29 | 26.84 | 13.71 | 10.81 | 30.90 | 10.14 | 31.32 | 7.80 | 20.85 | 3.50 | 13.19 | 14.26 | 12.33 | 6.90 | 11.85 | 20.74 | 16.46 | 22.83 | 42.21 | 11.62 | 11.06 | 9.56 | 9.36 | 12.15 | 48.20 | 28.66 | 19.46 | 8.51 | 18.97 | 15.51 |
Yield(%) | 0.00 | 9.42 | 7.46 | 9.88 | 10.45 | 14.77 | 12.22 | 10.34 | 0.00 | 12.56 | 0.79 | 5.39 | 15.34 | 13.45 | 6.35 | 13.43 | 7.82 | 1.13 | 5.67 | 9.90 | 7.29 | 5.90 | 0.13 | 0.00 | 0.61 | 0.53 | 10.83 | 0.08 | 0.40 | 0.63 | 0.27 | 0.00 | 0.00 | 8.13 | 15.23 | 2.26 | 5.72 |
Data as of 06/20/2025, AR inception is 02/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FTQGX (FIDELITY FOCUSED STOCK FUND FIDELITY FOCUSED STOCK FUND) |
-23.62%
Mar 2000 - Mar 2003 |
-7.52%
Mar 2000 - Mar 2005 |
-2.91%
Aug 2000 - Aug 2010 |
3.30%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FTQGX (FIDELITY FOCUSED STOCK FUND FIDELITY FOCUSED STOCK FUND) |
30.56%
Dec 2018 - Dec 2021 |
25.90%
Feb 2009 - Feb 2014 |
18.39%
Dec 2011 - Dec 2021 |
17.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart