Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGRTX (FIDELITY MEGA CAP STOCK FUND FIDELITY MEGA CAP STOCK FUND) | 8.13% | 28.66% | 24.90% | 15.68% | 15.00% | 14.13% | 11.11% | … | … |
Data as of 06/05/2026, Common starting date is 02/03/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGRTX (FIDELITY MEGA CAP STOCK FUND FIDELITY MEGA CAP STOCK FUND) | 02/03/1999 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.06 | 28.66 | 24.90 | 15.68 | 15.00 | 14.13 | 11.11 | … | … | 8.13 | 26.92 | 25.98 | 26.51 | -8.98 | 26.29 | 14.41 | 31.07 | -7.44 | 4.47 | 13.63 | -1.43 | 11.66 | 33.23 | 19.42 | 2.34 | 14.86 | 28.61 | -39.41 | 11.05 | 13.14 | 7.48 | 5.75 | 23.16 | -16.66 | -9.14 | -3.89 | 6.93 |
| Sharpe Ratio | NA | 2.13 | 1.48 | 0.79 | 0.72 | NA | NA | … | … | 1.27 | 1.28 | 1.89 | 1.83 | -0.45 | 1.78 | 0.40 | 2.42 | -0.55 | 0.27 | 0.90 | -0.09 | 1.04 | 3.03 | 1.48 | 0.10 | 0.78 | 0.99 | -1.00 | 0.51 | 0.94 | 0.49 | 0.46 | 1.43 | -0.84 | -0.70 | -0.38 | 0.27 |
| Standard Deviation(%) | NA | 12.22 | 14.58 | 16.71 | 18.55 | NA | NA | … | … | 13.74 | 18.86 | 11.83 | 12.59 | 23.35 | 14.78 | 35.37 | 12.21 | 16.12 | 14.13 | 14.95 | 16.02 | 11.15 | 10.97 | 13.22 | 23.97 | 18.86 | 28.84 | 40.31 | 15.49 | 10.40 | 10.56 | 10.31 | 15.71 | 21.16 | 16.80 | 21.17 | 15.45 |
| Draw Down(%) | NA | 8.99 | 18.51 | 23.35 | 35.18 | NA | NA | … | … | 8.99 | 18.51 | 8.21 | 8.90 | 23.35 | 6.67 | 35.18 | 7.17 | 19.83 | 13.50 | 12.93 | 13.96 | 7.68 | 4.98 | 11.05 | 18.45 | 16.25 | 28.23 | 49.49 | 8.89 | 8.93 | 6.26 | 8.56 | 11.73 | 26.29 | 22.23 | 11.09 | 10.52 |
| Yield(%) | 0.00 | 4.44 | 4.10 | 4.10 | 7.19 | 8.82 | 7.23 | … | … | 0.00 | 4.73 | 3.29 | 2.56 | 3.76 | 5.83 | 9.32 | 14.81 | 16.65 | 4.21 | 2.23 | 3.95 | 4.46 | 3.28 | 1.61 | 1.18 | 1.23 | 1.79 | 1.23 | 6.36 | 2.80 | 2.49 | 1.30 | 0.90 | 1.18 | 0.90 | 1.04 | 1.18 |
Data as of 06/05/2026, Common starting date is 02/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGRTX (FIDELITY MEGA CAP STOCK FUND FIDELITY MEGA CAP STOCK FUND) |
-15.86%
Feb 2006 – Feb 2009 |
-7.36%
Feb 2004 – Feb 2009 |
-3.27%
Mar 1999 – Mar 2009 |
4.42%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGRTX (FIDELITY MEGA CAP STOCK FUND FIDELITY MEGA CAP STOCK FUND) |
30.08%
Sep 2022 – Sep 2025 |
24.42%
Feb 2009 – Feb 2014 |
15.54%
Feb 2016 – Feb 2026 |
15.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart