FOCPX
Fidelity OTC Portfolio
Mutual fund
$28.05+0.38 (+1.37%)Close Oct 2, 2026
Dec 31, 1984 – Oct 2, 2026, Dividends reinvested
- Final balance
- $3,641,483
- CAGR
- +15.17%
- Max drawdown
- −70.25%
- Sharpe ratio
- 0.74
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +6.51%
- 3M
- +7.46%
- 6M
- +36.68%
- YTD
- +33.97%
- 1Y
- +40.07%
- 3Y
- +35.37%
- 5Y
- +17.74%
- 10Y
- +21.85%
- 15Y
- +20.73%
- 20Y
- +16.95%
- 25Y
- +15.53%
- 30Y
- +13.46%
- Since 1984
- +15.17%
Metrics
Since 1984| Volatility | 22.62% |
|---|---|
| Sortino ratio | 1.04 |
| Calmar ratio | 0.22 |
| Best year, 1999 | +73.14% |
| Worst year, 2008 | −45.98% |
| Positive years | 32 of 41 |
| Longest drawdown | 13.2 years |
Worst drawdowns
Since 1984| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −70.2% | Mar 2000 | Oct 2002 | May 2013 | 13.2 years |
| −39.9% | Oct 1987 | Oct 1987 | Apr 1989 | 1.5 years |
| −37.0% | Nov 2021 | Oct 2022 | Feb 2024 | 2.2 years |
| −29.4% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −29.1% | Jul 1998 | Oct 1998 | Dec 1998 | 5 months |
Annual returns
1984 from Dec 31 · 2026 through Oct 2