FOCKX
Fidelity OTC Portfolio Class K
Mutual fund
$29.02+0.40 (+1.40%)Close Oct 2, 2026
May 9, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $185,685
- CAGR
- +17.21%
- Max drawdown
- −53.33%
- Sharpe ratio
- 0.79
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +6.56%
- 3M
- +7.51%
- 6M
- +36.73%
- YTD
- +34.10%
- 1Y
- +40.20%
- 3Y
- +35.49%
- 5Y
- +17.84%
- 10Y
- +21.96%
- 15Y
- +20.86%
- Since 2008
- +17.21%
Metrics
Since 2008| Volatility | 23.76% |
|---|---|
| Sortino ratio | 1.11 |
| Calmar ratio | 0.32 |
| Best year, 2009 | +62.60% |
| Worst year, 2022 | −32.07% |
| Positive years | 14 of 17 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.3% | May 2008 | Nov 2008 | Apr 2010 | 1.9 years |
| −37.0% | Nov 2021 | Oct 2022 | Feb 2024 | 2.2 years |
| −29.4% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −26.2% | Aug 2018 | Dec 2018 | Jul 2019 | 11 months |
| −24.8% | Jan 2025 | Apr 2025 | Jul 2025 | 6 months |
Annual returns
2008 from May 9 · 2026 through Oct 2