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Fidelity OTC Portfolio (FOCKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.86+0.50 (+2.46%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.76%
5-Year Average Return16.76%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Apr 24, 2024)62.60%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return62.60%
Worst 3-Yr Total Return6.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFOCKXCategory
YTD13.09%12.38%
1-Month2.92%5.09%
3-Month13.09%10.28%
1-Year40.23%41.70%
3-Year9.91%22.56%
5-Year19.09%21.98%
10-Year17.22%15.99%
Last Bull Market44.14%25.99%
Last Bear Market-22.21%-17.29%

Annual Total Return (%) History

Year
FOCKXCategory
2024
N/AN/A
2023
42.92%N/A
2022
-32.12%N/A
2021
25.15%N/A
2020
46.88%35.86%
2019
39.38%31.90%
2018
-3.10%-2.09%
2017
38.75%27.67%
2016
3.23%3.23%
2015
11.05%3.60%
2014
16.62%10.00%
2013
46.70%33.92%
2012
11.45%15.34%
2011
-0.29%-2.46%
2010
20.34%15.53%
2009
62.60%35.68%
2008
N/A-40.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.09%N/AN/AN/A
202315.26%12.77%-3.35%13.76%
2022-11.34%-22.21%-4.42%2.99%
20213.42%11.44%1.54%6.95%
2020-13.53%30.93%14.12%13.67%
201917.33%3.97%0.73%13.44%
20183.06%9.01%7.63%-19.85%
201713.04%9.34%5.86%6.05%
2016-8.68%2.27%11.93%-1.24%
20154.87%-0.20%-6.38%13.34%
20143.14%3.57%3.16%5.83%
20137.16%8.67%16.60%8.04%
201217.24%-8.91%5.77%-1.33%
20119.73%-0.83%-13.85%6.36%
20105.82%-12.51%14.32%13.70%
20093.40%24.55%16.52%8.36%
2008-18.44%-24.15%N/AN/A

Rank In Category (By Total Return)

YTD38
1-Month20
3-Month38
1-Year36
3-Year40
5-Year7

Load Adjusted Returns

1-Year40.23%
3-Year9.91%
5-Year19.09%
10-Year17.22%