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Fidelity Blue Chip Value (FBCVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.70-0.13 (-0.50%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.25%
5-year average return7.76%
Number of years up15
Number of years down5
Best 1-yr total return (4 Jul 2024)35.64%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return35.64%
Worst 3-yr total return1.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFBCVXCategory
YTD3.86%4.44%
1-month-1.86%-4.04%
3-month-3.15%4.09%
1-year11.63%14.37%
3-year6.92%6.04%
5-year8.21%9.20%
10-year7.18%8.57%
Last bull market17.62%22.97%
Last bear market-8.29%-11.27%

Annual total return (%) history

Year
FBCVXCategory
2024
N/AN/A
2023
7.08%11.63%
2022
1.52%-5.90%
2021
25.04%26.22%
2020
-4.72%2.91%
2019
21.71%25.04%
2018
-8.65%-8.53%
2017
14.87%15.94%
2016
11.19%14.81%
2015
-1.96%-4.05%
2014
13.19%10.21%
2013
35.64%31.21%
2012
13.83%14.57%
2011
-8.02%-0.75%
2010
10.05%13.66%
2009
27.78%24.13%
2008
-44.83%-37.09%
2007
4.36%1.42%
2006
15.34%18.15%
2005
10.06%5.95%
2004
14.36%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.23%-3.15%N/AN/A
2023-3.57%3.31%0.32%7.14%
20221.39%-8.29%-4.20%13.96%
20219.62%5.36%0.06%8.21%
2020-30.60%15.87%1.94%16.24%
20198.20%2.00%0.19%10.07%
2018-3.42%1.64%4.74%-11.16%
20175.50%0.71%2.29%5.68%
20160.76%-1.45%5.51%6.12%
20152.52%-0.72%-7.70%4.36%
20141.57%4.31%-0.94%7.84%
201312.64%3.44%4.84%11.04%
201212.27%-6.28%6.89%1.21%
20116.29%-0.96%-20.55%9.97%
20106.22%-13.42%9.14%9.64%
2009-13.67%19.50%19.88%3.31%
2008-9.38%-6.42%-13.08%-25.14%
20072.43%6.73%0.15%-4.68%
20065.56%-2.32%4.02%7.54%
2005-0.40%1.04%5.70%3.47%
20042.16%1.93%-0.38%10.24%
20032.07%13.51%N/AN/A

Rank in category (by total return)

YTD88
1-month95
3-month82
1-year78
3-year43
5-year81

Load adjusted returns

1-year11.63%
3-year6.92%
5-year8.21%
10-year7.18%