FGIKX
Fidelity Growth & Income Portfolio Class K
Mutual fund
$68.87−0.03 (−0.04%)Close Oct 2, 2026
May 9, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $52,882
- CAGR
- +9.47%
- Max drawdown
- −62.07%
- Sharpe ratio
- 0.54
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.85%
- 3M
- −0.37%
- 6M
- +9.61%
- YTD
- +9.63%
- 1Y
- +13.60%
- 3Y
- +21.59%
- 5Y
- +14.31%
- 10Y
- +14.07%
- 15Y
- +14.75%
- Since 2008
- +9.47%
Metrics
Since 2008| Volatility | 20.80% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.15 |
| Best year, 2013 | +33.61% |
| Worst year, 2018 | −8.88% |
| Positive years | 14 of 17 |
| Longest drawdown | 5 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.1% | May 2008 | Mar 2009 | Apr 2013 | 5 years |
| −35.6% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −20.6% | Sep 2018 | Dec 2018 | Oct 2019 | 1.1 years |
| −19.2% | Jan 2022 | Sep 2022 | Jun 2023 | 1.4 years |
| −19.2% | May 2015 | Feb 2016 | Aug 2016 | 1.2 years |
Annual returns
2008 from May 9 · 2026 through Oct 2