FDGFX
Fidelity Dividend Growth Fund
Mutual fund
$42.97−0.29 (−0.67%)Close Oct 2, 2026
Jul 14, 1995 – Oct 2, 2026, Dividends reinvested
- Final balance
- $234,816
- CAGR
- +10.64%
- Max drawdown
- −60.77%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.84%
- 3M
- +2.04%
- 6M
- +16.62%
- YTD
- +17.84%
- 1Y
- +23.40%
- 3Y
- +27.20%
- 5Y
- +15.95%
- 10Y
- +14.05%
- 15Y
- +14.38%
- 20Y
- +10.16%
- 25Y
- +9.16%
- 30Y
- +10.12%
- Since 1995
- +10.64%
Metrics
Since 1995| Volatility | 19.92% |
|---|---|
| Sortino ratio | 0.86 |
| Calmar ratio | 0.18 |
| Best year, 2009 | +51.01% |
| Worst year, 2008 | −42.93% |
| Positive years | 23 of 30 |
| Longest drawdown | 4.5 years |
Worst drawdowns
Since 1995| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.8% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −41.3% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −36.3% | May 2001 | Oct 2002 | Nov 2005 | 4.5 years |
| −27.7% | Apr 2011 | Oct 2011 | Sep 2012 | 1.4 years |
| −21.4% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
Annual returns
1995 from Jul 14 · 2026 through Oct 2