Fidelity Small Cap Growth Fund Class Z: (MF: FIDGX)
(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET
$33.55 USD
-0.45 (-1.32%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -1.09 | 36 |
3 months | 11.16 | 19 |
6 months | -1.09 | 36 |
1 Year | 7.20 | 38 |
3 Year | 14.62 | 9 |
5 Year | 10.31 | 53 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 7.20 |
5 Year | 10.31 |
10 Year | NA |
Since Inception | 11.80 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -11.02 | 11.16 | NA | NA |
2024 | 13.73 | -2.13 | 8.52 | -0.13 |
2023 | 7.20 | 4.37 | -6.21 | 13.56 |
2022 | -11.51 | -20.22 | 0.57 | 5.28 |
2021 | 4.81 | 4.84 | 0.81 | -0.05 |
2020 | -22.37 | 26.72 | 11.41 | 24.57 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|
% Total Return | -1.09 | 20.64 | 19.17 | -25.25 | 10.72 | 36.52 | 36.53 | -4.46 |
% Total Return Rel to Index | -7.30 | -4.37 | -7.07 | -7.04 | -17.96 | 18.12 | 5.04 | -0.07 |
% Total Return Rel to Peer | 0.69 | 8.72 | 3.09 | -5.73 | -8.59 | 17.52 | 11.10 | 6.31 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 1.00 | 1.00 |
% Dividends | 0.00 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 1.04 | 1.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.14 | 0.00 | 0.00 | 6.17 | 2.80 | 1.45 | 3.06 |
Expense Ratio | 0.80 | 0.88 | 0.92 | 0.90 | 0.89 | 0.95 | 0.92 | 0.88 |
* 1 = Top 20%, 5 = Bottom 20%