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Fidelity Growth Discovery Fund Class K: (MF: FGDKX)
(NASDAQ Mutual Funds) As of Jun 28, 2024 08:00 PM ET
$66.47 USD
-0.35 (-0.52%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.96 | 3 |
| 3 months | 3.39 | 36 |
| 6 months | 22.64 | 3 |
| 1 Year | 37.69 | 4 |
| 3 Year | 10.73 | 4 |
| 5 Year | 20.07 | 1 |
| 10 Year | 16.05 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 1,259.31 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 42.74 |
| 5 Year | 19.35 |
| 10 Year | 15.96 |
| Since Inception | 12.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.83 | NA | NA | NA |
| 2023 | 10.14 | 11.65 | -2.70 | 13.44 |
| 2022 | -6.70 | -17.99 | -4.45 | 3.48 |
| 2021 | 2.95 | 10.26 | -0.19 | 8.64 |
| 2020 | -13.40 | 31.44 | 11.98 | 12.66 |
| 2019 | 16.30 | 4.48 | -0.88 | 11.19 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.96 | 35.74 | -24.34 | 23.08 | 43.62 | 33.93 | -0.13 | 34.83 | 0.82 | 7.29 | 11.47 |
| % Total Return Rel to Index | 5.65 | 9.49 | -6.14 | -5.59 | 25.21 | 2.44 | 4.25 | 13.03 | -11.11 | 5.90 | -2.16 |
| % Total Return Rel to Peer | 8.36 | 12.74 | -4.64 | 1.02 | 23.70 | 5.51 | 6.72 | 14.15 | -6.99 | 8.89 | 3.27 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.07 | 0.02 | 0.15 | 0.02 | 0.05 | 0.09 | 0.08 | 0.03 | 0.06 | 0.06 |
| % Yield | 0.00 | 0.13 | 0.06 | 0.23 | 0.04 | 0.13 | 0.28 | 0.24 | 0.14 | 0.22 | 0.26 |
| Capital Gains ($) | 0.00 | 1.34 | 1.48 | 7.39 | 5.00 | 1.68 | 1.50 | 1.56 | 0.00 | 0.01 | 0.00 |
| Expense Ratio | 0.00 | 0.59 | 0.68 | 0.69 | 0.68 | 0.68 | 0.63 | 0.53 | 0.65 | 0.64 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%