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Fidelity OTC Portfolio (FOCKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.350.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.05%
5-year average return18.37%
Number of years up12
Number of years down3
Best 1-yr total return (6 May 2024)62.60%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return62.60%
Worst 3-yr total return6.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFOCKXCategory
YTD8.92%12.38%
1-month-3.68%5.09%
3-month5.87%10.28%
1-year33.04%41.70%
3-year6.50%22.56%
5-year16.85%21.98%
10-year17.35%15.99%
Last bull market30.15%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)

YTD21
1-month7
3-month15
1-year34
3-year33
5-year7

Load adjusted returns

1-year33.04%
3-year6.50%
5-year16.85%
10-year17.35%