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FOCKX: FIDELITY OTC PORTFOLIO CLASS K (MUTUAL FUND)
Basic Info 30.49 1.63(5.07%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 05/09/2008 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 8.94% |
| Expenses | 0.81% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/09/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 22.0 | 53.7 | 31.6 | 17.5 | 21.8 | 19.0 | 17.0 | 22.3 | 34.7 | 42.9 | -32.1 | 25.1 | 46.8 | 39.4 | -3.1 | 38.8 | 3.2 | 11.1 | 16.6 | 46.7 | 11.5 | -0.3 | 20.3 | 62.6 | -41.0 |
| Sharpe Ratio | NA | 2.59 | 2.75 | 1.39 | 0.66 | 0.9 | NA | 0.67 | 0.81 | 1.66 | 2.42 | -1.06 | 1.34 | 1.33 | 2.31 | -0.19 | 3.29 | 0.16 | 0.63 | 0.99 | 3.35 | 0.66 | -0.01 | 0.92 | 2.01 | -1.13 |
| Draw Down(%) | NA | 11.3 | 11.3 | 24.8 | 37.0 | 37.0 | NA | 53.3 | 24.8 | 14.5 | 10.2 | 35.1 | 9.8 | 29.4 | 10.7 | 26.2 | 4.3 | 22.7 | 13.8 | 12.2 | 5.9 | 16.5 | 21.2 | 18.0 | 20.4 | 53.3 |
| Standard Deviation(%) | NA | 21.9 | 18.6 | 20.5 | 22.7 | 22.5 | NA | 23.8 | 24.1 | 18.8 | 16.4 | 31.8 | 18.7 | 34.9 | 16.4 | 23.1 | 11.6 | 18.6 | 17.6 | 16.8 | 13.9 | 17.3 | 28.4 | 22.0 | 31.1 | 50.1 |
| Treynor Ratio | NA | 0.58 | 0.52 | 0.3 | 0.17 | 0.22 | NA | 0.16 | 0.21 | 0.33 | 0.47 | -0.4 | 0.3 | 0.51 | 0.5 | -0.04 | 0.31 | 0.03 | 0.11 | 0.15 | 0.44 | 0.1 | 0.0 | 0.18 | 0.51 | -0.5 |
| Alpha | NA | 0.19 | 0.13 | 0.04 | 0.04 | 0.02 | NA | 0.02 | 0.03 | 0.01 | 0.01 | 0.01 | 0.05 | -0.01 | 0.02 | -0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.03 | -0.03 | 0.0 | 0.03 | 0.05 | -0.03 |
| Beta | NA | 0.98 | 0.98 | 0.93 | 0.88 | 0.9 | NA | 0.99 | 0.94 | 0.94 | 0.84 | 0.85 | 0.83 | 0.91 | 0.76 | 1.09 | 1.24 | 1.17 | 1.03 | 1.14 | 1.06 | 1.12 | 1.05 | 1.11 | 1.23 | 1.13 |
| RSquared | NA | 0.74 | 0.8 | 0.91 | 0.93 | 0.9 | NA | 0.9 | 0.95 | 0.94 | 0.93 | 0.97 | 0.91 | 0.88 | 0.71 | 0.96 | 0.84 | 0.86 | 0.88 | 0.86 | 0.84 | 0.88 | 0.96 | 0.94 | 0.94 | 0.96 |
| Yield(%) | N/A | 0.0 | 8.8 | 9.8 | 7.8 | 13.9 | 15.8 | N/A | 8.5 | 16.0 | 0.1 | 2.6 | 12.9 | 8.3 | 9.6 | 7.0 | 6.3 | 3.3 | 5.7 | 13.4 | 16.8 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -35.7 | 24.3 | 107.5 | N/A | N/A | N/A | -35.7 | 18262.5 | -96.9 | -77.0 | 105.8 | 13.2 | 23.4 | 46.3 | 96.8 | -40.0 | -56.0 | -1.7 | 3218.9 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2008
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See LARGE GROWTH Asset Class Trend Rankings |
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