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Fidelity Series Large Cap Stock (FGLGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.88-0.05 (-0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.09%
5-year average return16.31%
Number of years up8
Number of years down3
Best 1-yr total return (20 Jun 2024)32.40%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return32.40%
Worst 3-yr total return7.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFGLGXCategory
YTD15.05%5.31%
1-month4.70%-4.19%
3-month7.77%3.90%
1-year33.30%20.31%
3-year11.78%6.48%
5-year17.41%11.78%
10-year12.08%10.96%
Last bull market27.47%25.56%
Last bear market-13.89%-15.11%

Annual total return (%) history

Year
FGLGXCategory
2024
N/AN/A
2023
24.77%22.32%
2022
-7.24%-16.96%
2021
26.44%26.07%
2020
10.07%15.83%
2019
31.55%28.78%
2018
-8.84%-6.27%
2017
17.36%20.44%
2016
15.96%10.37%
2015
-2.38%-1.07%
2014
10.02%10.96%
2013
32.40%31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.08%N/AN/AN/A
20236.78%7.08%-0.86%10.07%
20220.11%-13.89%-4.77%12.99%
202112.16%7.32%-1.81%6.99%
2020-24.26%17.35%4.19%18.85%
201913.39%2.94%0.77%11.84%
2018-3.30%3.97%6.99%-15.26%
20173.67%2.22%4.29%6.19%
2016-0.32%1.76%6.98%6.86%
20150.37%1.25%-9.34%5.95%
20141.09%5.13%0.42%3.09%
20139.77%4.72%5.54%9.13%

Rank in category (by total return)

YTD5
1-month45
3-month2
1-year6
3-year3
5-year3

Load adjusted returns

1-year33.30%
3-year11.78%
5-year17.41%
10-year12.08%