FGRIX
Fidelity Growth & Income Portfolio
Mutual fund
$68.93−0.02 (−0.03%)Close Oct 2, 2026
Dec 30, 1985 – Oct 2, 2026, Dividends reinvested
- Final balance
- $646,907
- CAGR
- +10.77%
- Max drawdown
- −67.10%
- Sharpe ratio
- 0.67
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.84%
- 3M
- −0.37%
- 6M
- +9.58%
- YTD
- +9.59%
- 1Y
- +13.53%
- 3Y
- +21.49%
- 5Y
- +14.22%
- 10Y
- +13.96%
- 15Y
- +14.63%
- 20Y
- +8.60%
- 25Y
- +7.58%
- 30Y
- +8.07%
- Since 1985
- +10.77%
Metrics
Since 1985| Volatility | 17.62% |
|---|---|
| Sortino ratio | 0.93 |
| Calmar ratio | 0.16 |
| Best year, 1991 | +41.84% |
| Worst year, 2008 | −50.90% |
| Positive years | 32 of 40 |
| Longest drawdown | 6.4 years |
Worst drawdowns
Since 1985| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −67.1% | Jul 2007 | Mar 2009 | Dec 2013 | 6.4 years |
| −36.8% | Sep 2000 | Jul 2002 | Oct 2006 | 6.1 years |
| −35.6% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −28.5% | Aug 1987 | Dec 1987 | Jan 1989 | 1.4 years |
| −20.7% | Sep 2018 | Dec 2018 | Oct 2019 | 1.1 years |
Annual returns
1985 from Dec 30 · 2026 through Oct 2