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Fidelity Mega Cap Stock (FGRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.22+0.26 (+1.09%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.42%
5-year average return17.13%
Number of years up18
Number of years down7
Best 1-yr total return (3 June 2024)33.23%
Worst 1-yr total return (3 June 2024)N/A
Best 3-yr total return33.23%
Worst 3-yr total return7.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFGRTXCategory
YTD9.46%5.31%
1-month-1.93%-4.19%
3-month7.81%3.90%
1-year24.88%20.31%
3-year10.65%6.48%
5-year14.92%11.78%
10-year12.20%10.96%
Last bull market25.90%25.56%
Last bear market-15.62%-15.11%

Annual total return (%) history

Year
FGRTXCategory
2024
N/AN/A
2023
26.51%22.32%
2022
-8.98%-16.96%
2021
26.25%26.07%
2020
12.96%15.83%
2019
31.14%28.78%
2018
-7.23%-6.27%
2017
17.77%20.44%
2016
13.63%10.37%
2015
-1.43%-1.07%
2014
11.66%10.96%
2013
33.23%31.50%
2012
19.42%14.96%
2011
2.34%-1.27%
2010
14.41%14.01%
2009
28.61%28.17%
2008
-39.41%-37.79%
2007
11.05%6.16%
2006
12.84%14.17%
2005
7.48%5.88%
2004
5.75%10.02%
2003
23.16%27.05%
2002
-17.06%-22.25%
2001
-9.14%-13.50%
2000
-3.89%-6.31%
1999
8.09%20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.60%N/AN/AN/A
20237.81%7.46%-0.95%10.24%
20220.41%-15.62%-5.81%14.05%
202111.92%7.38%-1.61%6.78%
2020-22.95%17.49%4.97%18.88%
201912.51%3.36%0.93%11.74%
2018-2.98%3.61%7.43%-14.09%
20174.14%2.54%4.26%5.79%
2016-0.96%1.36%6.48%6.31%
2015-0.30%1.64%-8.51%6.32%
20141.62%4.91%1.22%3.47%
20139.42%4.53%5.53%10.38%
201214.75%-4.14%8.33%0.21%
20115.11%-0.67%-13.12%12.83%
20105.57%-12.70%10.92%11.93%
2009-12.23%18.52%16.70%5.94%
2008-11.31%-4.25%-9.31%-21.33%
20071.34%6.63%4.70%-1.84%
20064.72%-3.01%5.05%5.75%
2005-1.96%-2.00%8.54%3.07%
20040.43%-0.54%-1.19%7.14%
2003-1.18%13.50%1.88%7.77%
2002-0.11%-14.24%-10.17%7.79%
2001-10.24%5.00%-12.24%9.85%
2000-0.45%-1.96%3.43%-4.79%
19992.57%4.07%-6.43%8.21%

Rank in category (by total return)

YTD5
1-month4
3-month4
1-year16
3-year2
5-year3

Load adjusted returns

1-year24.88%
3-year10.65%
5-year14.92%
10-year12.20%