Nasdaq - Delayed Quote USD
Fidelity OTC K (FOCKX)
18.45
-0.83
(-4.30%)
As of 8:09:13 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -12.52% |
| 5y Average Return | 18.17% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 9, 2025) | 46.88% |
| Worst 1Y Total Return (Apr 9, 2025) | -- |
| Best 3Y Total Return | 46.88% |
| Worst 3Y Total Return | 6.68% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FOCKX
Category
- YTD
- -11.21%
- 12.38%
- 1-Month
- -9.02%
- 5.09%
- 3-Month
- -11.21%
- 10.28%
- 1-Year
- 5.73%
- 41.70%
- 3-Year
- 9.38%
- 22.56%
- 5-Year
- 19.78%
- 21.98%
- 10-Year
- 15.89%
- 15.99%
- Last Bull Market
- 20.29%
- 25.99%
- Last Bear Market
- -22.21%
- -17.29%
Annual Total Return (%) History
Year
FOCKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -11.21% | -- | -- | -- |
| 2024 | 13.09% | 10.44% | -0.32% | 8.17% |
| 2023 | 15.26% | 12.77% | -3.35% | 13.76% |
| 2022 | -11.34% | -22.21% | -4.42% | 2.99% |
| 2021 | 3.42% | 11.44% | 1.54% | 6.95% |
| 2020 | -13.53% | 30.93% | 14.12% | 13.67% |
| 2019 | 17.33% | 3.97% | 0.73% | 13.44% |
| 2018 | 3.06% | 9.01% | 7.63% | -19.85% |
| 2017 | 13.04% | 9.34% | 5.86% | 6.05% |
| 2016 | -8.68% | 2.27% | 11.93% | -1.24% |
| 2015 | 4.87% | -0.20% | -6.38% | 13.34% |
| 2014 | 3.14% | 3.57% | 3.16% | 5.83% |
| 2013 | 7.16% | 8.67% | 16.60% | 8.04% |
| 2012 | 17.24% | -8.91% | 5.77% | -1.33% |
| 2011 | 9.73% | -0.83% | -13.85% | 6.36% |
| 2010 | 5.82% | -12.51% | 14.32% | 13.70% |
| 2009 | 3.40% | 24.55% | 16.52% | 8.36% |
| 2008 | -18.44% | -24.15% | -- | -- |
Rank in Category (By Total Return)
| YTD | 84 |
| 1-Month | 76 |
| 3-Month | 84 |
| 1-Year | 40 |
| 3-Year | 31 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 5.73% |
| 3-Year | 9.38% |
| 5-Year | 19.78% |
| 10-Year | 15.89% |
Performance & Risk
| YTD Return | -12.52% |
| 5y Average Return | 18.17% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Fidelity Investments |
| Net Assets | 27.99B |
| YTD Return | -11.21% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 1984 |
Fund Summary
The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities principally traded on NASDAQ® or an over-the-counter (OTC) market, which has more small and medium-sized companies than other markets. The fund invests more than 25% of total assets in the technology sector. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It is non-diversified.
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