Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOCKX (FIDELITY OTC PORTFOLIO CLASS K) | 22.01% | 53.72% | 31.63% | 17.38% | 21.75% | 19.10% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOCKX (FIDELITY OTC PORTFOLIO CLASS K) | 05/09/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.90 | 53.72 | 31.63 | 17.38 | 21.75 | 19.10 | NA | … | … | 22.01 | 22.28 | 34.72 | 42.92 | -32.07 | 25.06 | 46.83 | 39.38 | -3.10 | 38.75 | 3.23 | 11.05 | 16.62 | 46.70 | 11.45 | -0.29 | 20.34 | 62.60 | -40.97 |
| Sharpe Ratio | NA | 2.75 | 1.39 | 0.66 | 0.90 | NA | NA | … | … | 2.59 | 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 |
| Standard Deviation(%) | NA | 18.56 | 20.47 | 22.68 | 22.50 | NA | NA | … | … | 21.87 | 24.05 | 18.78 | 16.40 | 31.85 | 18.67 | 34.91 | 16.44 | 23.13 | 11.63 | 18.65 | 17.62 | 16.83 | 13.93 | 17.33 | 28.40 | 21.99 | 31.11 | 50.12 |
| Draw Down(%) | NA | 11.28 | 24.83 | 36.97 | 36.97 | NA | NA | … | … | 11.28 | 24.83 | 14.52 | 10.18 | 35.07 | 9.82 | 29.44 | 10.74 | 26.18 | 4.26 | 22.68 | 13.79 | 12.17 | 5.93 | 16.45 | 21.22 | 18.03 | 20.37 | 53.33 |
| Yield(%) | 0.00 | 8.83 | 9.78 | 7.81 | 13.85 | 15.78 | 14.54 | … | … | 0.00 | 8.54 | 15.95 | 0.12 | 2.58 | 12.90 | 8.35 | 9.61 | 6.98 | 6.34 | 3.32 | 5.69 | 13.41 | 16.84 | 0.57 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOCKX (FIDELITY OTC PORTFOLIO CLASS K) |
6.20%
Aug 2021 – Aug 2024 |
9.39%
Jun 2008 – Jun 2013 |
14.92%
Mar 2010 – Mar 2020 |
14.89%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOCKX (FIDELITY OTC PORTFOLIO CLASS K) |
36.79%
Dec 2018 – Dec 2021 |
30.10%
Feb 2009 – Feb 2014 |
22.36%
Dec 2011 – Dec 2021 |
20.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart