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Fidelity Blue Chip Growth Fund: (MF: FBGRX)
(NASDAQ Mutual Funds) As of Jul 30, 2024 08:00 PM ET
$206.66 USD
-3.28 (-1.56%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 26.96 | 1 |
| 3 months | 9.25 | 2 |
| 6 months | 26.96 | 1 |
| 1 Year | 42.05 | 1 |
| 3 Year | 9.22 | 17 |
| 5 Year | 21.85 | 1 |
| 10 Year | 17.76 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 81.32 |
| Bear Market (10/07 - 2/09) | -48.82 |
| Bull Market (2/09 - 3/21) | 1,657.03 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 42.05 |
| 5 Year | 21.84 |
| 10 Year | 17.76 |
| Since Inception | 13.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.21 | 9.25 | NA | NA |
| 2023 | 19.55 | 16.34 | -2.78 | 15.08 |
| 2022 | -12.67 | -27.29 | -1.62 | -1.46 |
| 2021 | 3.10 | 11.06 | 0.18 | 6.96 |
| 2020 | -13.71 | 37.82 | 16.95 | 16.64 |
| 2019 | 16.42 | 3.28 | -2.49 | 13.80 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 26.96 | 55.60 | -38.45 | 22.70 | 62.22 | 33.43 | 1.07 | 36.06 | 1.58 | 6.28 | 14.60 |
| % Total Return Rel to Index | 11.66 | 29.36 | -20.25 | -5.97 | 43.82 | 1.94 | 5.46 | 14.26 | -10.35 | 4.89 | 0.95 |
| % Total Return Rel to Peer | 16.30 | 32.60 | -18.75 | 0.64 | 42.31 | 5.01 | 7.93 | 15.38 | -6.23 | 7.88 | 6.39 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.07 | 0.15 | 0.02 | 0.08 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.07 | 0.20 | 0.03 | 0.11 |
| Capital Gains ($) | 0.00 | 1.62 | 0.64 | 16.03 | 10.44 | 3.99 | 5.19 | 3.68 | 2.57 | 3.63 | 3.99 |
| Expense Ratio | 0.49 | 0.68 | 0.76 | 0.78 | 0.78 | 0.80 | 0.72 | 0.69 | 0.82 | 0.88 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%