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Fidelity OTC (FOCPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.03-0.03 (-0.15%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.51%
5-Year Average Return16.93%
Number of Years Up30
Number of Years Down9
Best 1 Yr Total Return (Apr 23, 2024)62.24%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return62.24%
Worst 3-Yr Total Return6.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFOCPXCategory
YTD13.12%12.38%
1-Month2.88%5.09%
3-Month13.12%10.28%
1-Year40.16%41.70%
3-Year9.81%22.56%
5-Year19.00%21.98%
10-Year17.11%15.99%
Last Bull Market44.06%25.99%
Last Bear Market-22.22%-17.29%

Annual Total Return (%) History

Year
FOCPXCategory
2024
N/AN/A
2023
42.64%N/A
2022
-32.12%N/A
2021
25.04%N/A
2020
46.79%35.86%
2019
39.22%31.90%
2018
-3.21%-2.09%
2017
38.60%27.67%
2016
3.11%3.23%
2015
10.91%3.60%
2014
16.50%10.00%
2013
46.51%33.92%
2012
11.29%15.34%
2011
-0.42%-2.46%
2010
20.14%15.53%
2009
62.24%35.68%
2008
-45.98%-40.67%
2007
26.14%13.35%
2006
9.45%7.05%
2005
8.94%6.71%
2004
8.12%7.81%
2003
35.80%28.66%
2002
-23.29%-27.64%
2001
-24.07%-22.30%
2000
-26.81%-13.05%
1999
72.53%38.87%
1998
40.38%34.55%
1997
9.91%26.36%
1996
23.74%19.76%
1995
38.23%32.65%
1994
-2.70%-2.45%
1993
8.33%8.69%
1992
14.94%5.92%
1991
49.16%40.07%
1990
-4.75%-3.78%
1989
30.39%27.76%
1988
22.85%12.55%
1987
1.60%1.56%
1986
11.40%14.05%
1985
68.64%28.64%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.12%N/AN/AN/A
202315.12%12.80%-3.36%13.67%
2022-11.38%-22.22%-4.37%2.97%
20213.42%11.37%1.58%6.87%
2020-13.53%30.92%14.04%13.70%
201917.29%4.03%0.65%13.37%
20183.03%9.03%7.56%-19.90%
201713.01%9.30%5.83%6.02%
2016-8.71%2.25%11.89%-1.27%
20154.83%-0.23%-6.41%13.31%
20143.11%3.53%3.13%5.81%
20137.13%8.64%16.55%8.00%
201217.20%-8.94%5.74%-1.39%
20119.70%-0.86%-13.88%6.32%
20105.80%-12.55%14.26%13.66%
20093.30%24.53%16.44%8.32%
2008-17.40%5.80%-18.49%-24.17%
20071.60%9.61%10.99%2.05%
20065.85%-9.08%5.33%7.96%
2005-6.17%4.88%5.39%5.03%
20041.66%1.94%-9.12%14.81%
2003-4.10%17.14%9.72%10.18%
2002-0.96%-14.77%-16.50%8.83%
2001-28.06%19.40%-31.96%29.93%
200016.20%-8.39%-3.45%-28.78%
19999.81%7.70%-0.19%46.16%
199818.57%0.13%-8.23%28.85%
1997-8.59%16.42%16.09%-11.03%
19963.53%6.31%5.92%6.14%
19958.55%15.48%9.51%0.69%
1994-2.44%-6.84%7.57%-0.47%
19930.08%-0.19%5.80%2.52%
19921.17%-3.71%2.66%14.93%
199122.76%-0.35%11.71%9.15%
1990-0.89%3.66%-14.77%8.79%
198910.80%9.34%9.68%-1.87%
198812.98%8.89%1.00%-1.12%
198724.04%1.76%9.04%-26.19%
198620.65%5.62%-13.89%1.52%
198531.93%9.78%-1.91%18.70%

Rank In Category (By Total Return)

YTD38
1-Month21
3-Month38
1-Year37
3-Year42
5-Year8

Load Adjusted Returns

1-Year40.16%
3-Year9.81%
5-Year19.00%
10-Year17.11%