Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FOCKX (FIDELITY OTC PORTFOLIO CLASS K) | -11.57% | -4.27% | 6.41% | 8.88% | 11.42% | 13.45% | NA | 13.01% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOCKX (FIDELITY OTC PORTFOLIO CLASS K) | 05/09/2008 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 05/09/2008.
AR inception is since 05/09/2008.
| 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 (%) | 8.82 | -4.27 | 6.41 | 8.88 | 11.42 | 13.45 | NA | 13.01 | -11.57 | 17.74 | 42.92 | -34.48 | 12.16 | 37.24 | 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 | -0.38 | 0.08 | 0.26 | 0.42 | NA | NA | 0.46 | -0.99 | 0.52 | 2.38 | -1.13 | 0.58 | 1.04 | 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 | 27.75 | 24.58 | 24.56 | 23.23 | NA | NA | 24.44 | 35.87 | 21.58 | 16.40 | 31.81 | 20.96 | 35.57 | 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 | 29.41 | 29.41 | 43.36 | 43.36 | NA | NA | 53.33 | 24.83 | 17.21 | 10.18 | 37.38 | 15.25 | 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 | 0.00 | 0.04 | 0.05 | 3.49 | 6.79 | 5.43 | 6.79 | 0.00 | 0.01 | 0.12 | 0.00 | 0.00 | 0.11 | 9.61 | 6.98 | 6.34 | 3.32 | 5.69 | 13.41 | 16.84 | 0.57 | 0.00 | 0.00 | 0.00 | 0.00 |
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) |
-0.54%
Aug 2020 - Aug 2023 |
6.38%
Dec 2017 - Dec 2022 |
11.93%
Mar 2015 - Mar 2025 |
13.27%
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) |
34.28%
Feb 2009 - Feb 2012 |
30.10%
Feb 2009 - Feb 2014 |
21.88%
Aug 2010 - Aug 2020 |
19.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart