Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FGIKX (FIDELITY GROWTH & INCOME PORTFOLIO CLASS K) | -2.27% | 3.31% | 8.17% | 13.53% | 9.10% | 10.90% | NA | 7.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGIKX (FIDELITY GROWTH & INCOME PORTFOLIO CLASS K) | 05/22/2008 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 05/22/2008.
AR inception is since 05/22/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.51 | 3.31 | 8.17 | 13.53 | 9.10 | 10.90 | NA | 7.87 | -2.27 | 15.85 | 15.93 | -6.54 | 21.06 | 6.07 | 30.37 | -8.85 | 17.03 | 16.22 | -2.18 | 10.53 | 33.60 | 19.31 | 1.52 | 14.63 | 23.37 | -46.67 |
| Sharpe Ratio | NA | -0.13 | 0.22 | 0.65 | 0.41 | NA | NA | 0.30 | -0.40 | 0.80 | 0.94 | -0.37 | 1.41 | 0.17 | 2.33 | -0.65 | 2.13 | 1.04 | -0.14 | 0.96 | 3.16 | 1.52 | 0.06 | 0.73 | 0.77 | -1.07 |
| Standard Deviation(%) | NA | 17.92 | 16.93 | 17.46 | 18.15 | NA | NA | 21.57 | 26.39 | 11.52 | 12.50 | 21.44 | 14.93 | 34.83 | 12.42 | 15.81 | 7.75 | 15.41 | 15.72 | 10.95 | 10.61 | 12.81 | 23.41 | 19.90 | 30.34 | 60.65 |
| Draw Down(%) | NA | 17.13 | 17.13 | 20.61 | 35.61 | NA | NA | 60.73 | 16.64 | 7.00 | 10.94 | 20.61 | 7.24 | 35.61 | 7.60 | 20.60 | 4.00 | 13.12 | 13.79 | 7.60 | 5.03 | 10.57 | 19.35 | 18.02 | 30.09 | 57.78 |
| Yield(%) | 0.00 | 1.23 | 1.70 | 2.56 | 2.82 | 4.20 | 2.27 | 2.84 | 0.00 | 1.73 | 1.93 | 1.61 | 2.58 | 2.04 | 3.70 | 3.07 | 1.85 | 2.21 | 2.14 | 2.02 | 2.22 | 2.59 | 1.85 | 0.60 | 1.16 | 1.12 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGIKX (FIDELITY GROWTH & INCOME PORTFOLIO CLASS K) |
-6.21%
Aug 2008 - Aug 2011 |
3.85%
Mar 2015 - Mar 2020 |
7.50%
Jun 2008 - Jun 2018 |
8.14%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGIKX (FIDELITY GROWTH & INCOME PORTFOLIO CLASS K) |
25.27%
Feb 2009 - Feb 2012 |
23.25%
Feb 2009 - Feb 2014 |
15.71%
Feb 2009 - Feb 2019 |
14.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart