
The Fidelity Blue Chip Growth fund has consistently delivered strong returns over the long-term, with a 10-year annualized return of 14.37%.
This impressive performance is a testament to the fund's focus on investing in high-quality, established companies with a history of steady growth.
The fund's diversified portfolio of over 400 holdings helps to minimize risk and maximize returns, with a focus on companies in the technology, healthcare, and consumer staples sectors.
By investing in these sectors, the fund is able to tap into the growth potential of emerging trends and industries.
Fund Performance
The Fidelity Blue Chip Growth Fund has consistently delivered solid returns over the years. Its inception date is not explicitly mentioned, but we can see that it has been around for a while.
The fund's average annual total returns are a great way to gauge its performance. Over the past 1 year, the NAV return is 4.25% and with sales charge, it's also 4.25%. This is a respectable return, especially considering the current market trends.
One of the most impressive aspects of the fund is its long-term performance. The 10-year return is 13.34%, which is significantly higher than the S&P 500 benchmark's 11.26%. This demonstrates the fund's ability to outperform the market over an extended period.
Here are the fund's average annual total returns over the past 1, 3, 5, and 10 years:
The fund's volatility chart shows that its current volatility is 6.43%, which is relatively low. This indicates that the fund's value has been stable over the past month.
The fund's returns by period are also noteworthy. Over the past 10 years, the fund has outperformed the S&P 500 benchmark, with an annualized return of 13.34% compared to the benchmark's 11.26%. This is a significant achievement, demonstrating the fund's ability to deliver strong returns over the long term.
The fund's year-to-date (YTD) return is 4.25%, and its return over the past 12 months is 25.31%. These returns are impressive, especially considering the current market conditions.
Investment Metrics
The Fidelity Blue Chip Growth fund has had impressive returns over the years. The fund's average annual total return is not explicitly stated in the article, but we can see that it has outperformed the benchmark in some periods.
In the last 10 years, the fund had an annualized return of 13.34%, beating the S&P 500 benchmark's 11.26% return. This is a notable difference, and it's a good sign for investors looking for long-term growth.
Here are the fund's returns over different periods, compared to the benchmark and the S&P 500:
Note that the fund's returns are not always higher than the benchmark, but it's good to see that it has outperformed in some periods, particularly over the long term.
Returns by Period
Returns by Period is a crucial aspect of investment metrics. It helps investors understand how their investments have performed over different time periods.
Fidelity Blue Chip Growth Fund had a return of 4.25% year-to-date (YTD) and 25.31% in the last 12 months. This shows that the fund has been performing well in the short term.
Over the past 10 years, Fidelity Blue Chip Growth Fund had an annualized return of 13.34%, outperforming the S&P 500 benchmark which had an annualized return of 11.26%. This suggests that the fund has been a good long-term investment option.
Here's a breakdown of the fund's performance over different periods:
This table shows that the fund has consistently outperformed the benchmark over the long term.
Sharpe Ratio
The Sharpe ratio is a measure of an investment's performance that takes into account its risk. The Fidelity Blue Chip Growth Fund has a current Sharpe ratio of 1.29.
This value is based on the past year of trading data and includes price changes and dividends.
The Sharpe ratio is a useful tool for comparing an investment's historical performance with a benchmark.
Fund Pricing and Valuation
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The fund's price has fluctuated over the past year, with a 12-month low of {{fundDetails.priceStatistics.displayTwelveMonthLowNav | checkDollar}} and a high of {{fundDetails.priceStatistics.displayTwelveMonthHighNav | checkDollar}}.
Here's a quick snapshot of the fund's pricing and valuation metrics:
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Pricing (Fund)
The NAV (Net Asset Value) of a fund is a crucial metric that indicates its current price per share. It's calculated by dividing the total value of a fund's assets by the number of outstanding shares. For example, in Example 1, the NAV is shown as ${{price.displayNav | checkDollar}} as of {{price.navDate | replaceByGivenString:'-':'/'}} at {{price.strikeTime | convertTimeAMPM}}.
The NAV is updated regularly to reflect changes in the fund's assets and liabilities. In Example 1, we see that the fund's NAV is updated as of {{fundDetails.priceStatistics.fundPriceStatsDate}}.
A fund's performance can be gauged by looking at its 12-month low-high and monthly low-high ranges. These ranges indicate the fund's volatility and provide a sense of its overall performance. For instance, in Example 1, the 12-month low-high range is shown as ${{fundDetails.priceStatistics.displayTwelveMonthLowNav | checkDollar}}-{{fundDetails.priceStatistics.displayTwelveMonthHighNav | checkDollar}}.
Here's a breakdown of the key metrics that can help you understand a fund's pricing:
These metrics provide a comprehensive view of a fund's pricing and performance, helping you make informed investment decisions.
Valuation Characteristics (Fund)
The Valuation Characteristics of a fund are a crucial aspect of understanding its overall health and performance.
Funds often have a fund asset coverage, which is the percentage of assets that are covered by the fund's securities. This can be seen in the "Valuation Characteristics (Fund)" section, where the fund asset coverage is displayed as a percentage.
The fund's securities coverage is another important aspect of valuation characteristics. This is the ratio of securities covered to the total number of securities in the fund. In the "Valuation Characteristics (Fund)" section, this is displayed as a fraction, such as "X / Y".
The valuation characteristics of a fund can also be compared to a benchmark. This is done to see how the fund is performing compared to a standard or average. In the "Valuation Characteristics (Fund)" section, the fund's performance is displayed as a percentage difference from the benchmark.
Here are some key points to consider when evaluating a fund's valuation characteristics:
- Fund asset coverage: a percentage of assets covered by the fund's securities
- Securities coverage: a ratio of securities covered to the total number of securities
- Performance vs. benchmark: a percentage difference from the standard or average
By understanding these valuation characteristics, investors can make more informed decisions about their investments and get a better sense of the fund's overall health and performance.
Ytd As Of {{price.cumYtdDate}}
As of the current year-to-date (YTD) date, the net asset value (NAV) of a fund is calculated based on the total value of its assets minus liabilities. This date is usually the last business day of the previous month.
The YTD date, as of {{price.cumYtdDate}}, is used to calculate the fund's performance over a specific period. This date is used to calculate the fund's returns and performance metrics.
The YTD date is typically the last business day of the previous month, but it can vary depending on the fund's pricing frequency. The fund's pricing frequency can be daily, weekly, monthly, or quarterly, which affects the calculation of YTD returns.
The YTD date is used to calculate the fund's performance over a specific period, including its returns, expense ratios, and other performance metrics. This date is essential for investors to evaluate the fund's performance and make informed investment decisions.
Risk and Drawdowns
The Fidelity Blue Chip Growth Fund has experienced some significant drawdowns over the years, with the largest one being a 55.96% drop occurring on Mar 9, 2009.
This massive drop took a whopping 488 trading sessions to recover from, with the fund finally bouncing back on Feb 11, 2011.
The current drawdown of 0.64% is a far cry from the 55.96% maximum drawdown, and it's a testament to the fund's ability to recover from past losses.
Here are some key statistics on the fund's drawdowns:
Volatility Chart
Volatility is a key aspect of investing, and it's essential to understand how it affects your investments. The current Fidelity Blue Chip Growth Fund volatility is 6.43%.
This means that the average percentage change in the investment's value over the past month is 6.43%, either up or down. The chart below shows the rolling one-month volatility, giving you a clear picture of the fund's performance.
You can see the impact of volatility on your investments firsthand by looking at the chart. The chart shows the fluctuations in the Fidelity Blue Chip Growth Fund's value over time, highlighting the potential risks involved.
To put this into perspective, consider the growth of an initial investment of $10,000 in the Fidelity Blue Chip Growth Fund, compared to the S&P 500 index. The chart shows the growth of this investment over time, illustrating the potential for both gains and losses.
The Fidelity Blue Chip Growth Fund's volatility is a significant factor to consider when evaluating its performance. By understanding this metric, you can make more informed decisions about your investments.
Worst Drawdowns
Risk and drawdowns are closely related concepts in investing. A drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Blue Chip Growth Fund was 55.96%, occurring on Mar 9, 2009, and took 488 trading sessions to recover.
This fund has experienced several significant drawdowns over the years. The current Fidelity Blue Chip Growth Fund drawdown is 0.64%.
Here are some of the worst drawdowns for the Fidelity Blue Chip Growth Fund, along with some key details:
These numbers can give you an idea of the potential risks involved with investing in the Fidelity Blue Chip Growth Fund.
Dividend and Growth
The Fidelity Blue Chip Growth fund has a dividend history that's worth noting. Over the last twelve months, it provided a 0.22% dividend yield, with an annual payout of $0.53 per share.
The fund's dividend yield has fluctuated over the years, ranging from 0.00% in 2023 to 6.08% in 2014. This suggests that the fund's dividend strategy has been adjusted periodically to optimize returns.
Here's a breakdown of the fund's dividend yield over the past few years:
It's worth noting that the fund's dividend payout has been relatively consistent over the past few years, with a few exceptions.
Dividend History
The Fidelity Blue Chip Growth Fund has provided a consistent dividend payout over the years, with a 0.22% dividend yield over the last twelve months.
This dividend yield is based on an annual payout of $0.53 per share. The fund has maintained this payout since 2024, with no changes to the dividend amount.
However, it's worth noting that the dividend payout was $0.00 per share from 2023 to 2021, indicating a period of no dividend distribution during that time.
The dividend yield has fluctuated over the years, with a high of 6.08% in 2014 and a low of 0.00% from 2023 to 2021. The fund's dividend yield has also been influenced by the changes in the dividend amount.
Here is a breakdown of the dividend history:
Frequently Asked Questions
Is Fidelity Blue Chip Growth Fund a good investment?
The Fidelity Blue Chip Growth Fund has received a 5-star rating from Morningstar, indicating strong risk-adjusted performance compared to similar funds. This rating suggests it's a solid investment option, but it's essential to review fund details and consider individual financial goals before investing.
What stocks are in Fidelity Blue Chip Growth?
Fidelity Blue Chip Growth is comprised of top-performing stocks, including NVIDIA, Apple, Amazon, Microsoft, Alphabet, Meta Platforms, and Eli Lilly, which collectively hold a significant portion of the fund's portfolio. These leading companies drive growth and innovation in their respective industries.
Sources
- https://institutional.fidelity.com/app/funds-and-products/2078/fidelity-blue-chip-growth-fund-class-k-fbgkx.html
- https://www.digrin.com/stocks/detail/FBGRX/price
- https://portfolioslab.com/symbol/FBGRX
- https://institutional.fidelity.com/app/funds-and-products/7819/fidelity-advisor-blue-chip-growth-fund-class-a-fbccx.html
- https://institutional.fidelity.com/app/funds-and-products/7823/fidelity-advisor-blue-chip-growth-fund-class-z-fbckx.html
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