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Fidelity Growth Strategies Fund: (MF: FDEGX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$66.01 USD
+0.08 (0.12%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.61 | 73 |
| 3 months | 1.82 | 87 |
| 6 months | 4.46 | 80 |
| 1 Year | 20.51 | 70 |
| 3 Year | 0.59 | 77 |
| 5 Year | 11.28 | 66 |
| 10 Year | 10.60 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 170.90 |
| Bear Market (10/07 - 2/09) | -58.58 |
| Bull Market (2/09 - 3/21) | 716.50 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 17.51 |
| 5 Year | 11.06 |
| 10 Year | 10.53 |
| Since Inception | 9.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.64 | -2.38 | NA | NA |
| 2023 | 8.22 | 5.48 | -4.42 | 10.83 |
| 2022 | -15.25 | -19.41 | 0.64 | 6.94 |
| 2021 | 0.21 | 10.84 | 2.09 | 7.07 |
| 2020 | -16.94 | 25.81 | 7.74 | 14.94 |
| 2019 | 16.35 | 7.65 | 0.00 | 9.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.61 | 20.92 | -26.49 | 21.43 | 29.41 | 36.57 | -6.95 | 21.49 | 2.72 | 3.17 | 13.69 |
| % Total Return Rel to Index | -5.93 | -5.31 | -8.29 | -7.24 | 11.01 | 5.08 | -2.56 | -0.29 | -9.21 | 1.78 | 0.04 |
| % Total Return Rel to Peer | -1.34 | -5.20 | -1.63 | 6.60 | 3.62 | 11.36 | -2.54 | 2.25 | -0.77 | 2.99 | 8.03 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 4.00 | 4.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.21 | 0.28 | 0.15 | 0.18 | 0.04 | 0.09 |
| % Yield | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.40 | 0.72 | 0.37 | 0.52 | 0.12 | 0.27 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.99 | 5.00 | 1.60 | 0.00 | 0.01 | 0.01 | 0.00 | 0.01 |
| Expense Ratio | 0.80 | 0.75 | 0.83 | 0.63 | 0.63 | 0.55 | 0.59 | 0.78 | 0.94 | 0.91 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%