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Fidelity Blue Chip Growth Fund Class K: (MF: FBGKX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$205.23 USD
+0.88 (0.43%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 27.01 | 1 |
| 3 months | 9.27 | 2 |
| 6 months | 27.01 | 1 |
| 1 Year | 42.17 | 1 |
| 3 Year | 9.32 | 16 |
| 5 Year | 21.96 | 1 |
| 10 Year | 17.87 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 1,690.16 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 42.17 |
| 5 Year | 21.95 |
| 10 Year | 17.87 |
| Since Inception | 15.34 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.23 | 9.27 | NA | NA |
| 2023 | 19.59 | 16.35 | -2.76 | 15.10 |
| 2022 | -12.65 | -27.28 | -1.60 | -1.44 |
| 2021 | 3.11 | 11.09 | 0.19 | 6.99 |
| 2020 | -13.68 | 37.84 | 16.98 | 16.66 |
| 2019 | 16.46 | 3.30 | -2.48 | 13.83 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.04 | 55.75 | -38.40 | 22.80 | 62.38 | 33.56 | 1.16 | 36.20 | 1.71 | 6.40 | 14.74 |
| % Total Return Rel to Index | 6.33 | 29.51 | -20.19 | -5.87 | 43.97 | 2.07 | 5.55 | 14.40 | -10.22 | 5.01 | 1.09 |
| % Total Return Rel to Peer | 10.36 | 32.75 | -18.70 | 0.74 | 42.46 | 5.14 | 8.02 | 15.52 | -6.10 | 7.99 | 6.53 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 | 0.16 | 0.26 | 0.06 | 0.16 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.16 | 0.36 | 0.09 | 0.22 |
| Capital Gains ($) | 0.00 | 1.62 | 0.64 | 16.15 | 10.49 | 3.99 | 5.19 | 3.68 | 2.57 | 3.63 | 3.99 |
| Expense Ratio | 0.40 | 0.59 | 0.68 | 0.70 | 0.69 | 0.70 | 0.62 | 0.58 | 0.70 | 0.77 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%