Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGLGX (FIDELITY SERIES GROWTH & INCOME FUND FIDELITY SERIES GROWTH & INCOME FUND) | 6.67% | 26.41% | 24.89% | 16.20% | 16.65% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGLGX (FIDELITY SERIES GROWTH & INCOME FUND FIDELITY SERIES GROWTH & INCOME FUND) | 12/12/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 26.41 | 24.89 | 16.20 | 16.65 | NA | NA | … | … | 6.67 | 28.57 | 27.45 | 24.80 | -7.23 | 26.53 | 14.06 | 31.63 | -8.84 | 17.36 | 15.96 | -2.08 | 9.27 | 27.92 | -0.40 |
| Sharpe Ratio | NA | 2.16 | 1.53 | 0.82 | 0.82 | NA | NA | … | … | 1.22 | 1.36 | 1.95 | 1.60 | -0.38 | 1.75 | 0.38 | 2.31 | -0.65 | 2.18 | 1.02 | -0.13 | 0.82 | 2.57 | -0.53 |
| Standard Deviation(%) | NA | 12.49 | 14.90 | 16.88 | 18.42 | NA | NA | … | … | 14.10 | 18.98 | 12.24 | 13.35 | 22.89 | 15.17 | 35.94 | 13.03 | 15.84 | 7.69 | 15.38 | 15.74 | 11.22 | 10.86 | 15.30 |
| Draw Down(%) | NA | 9.43 | 18.75 | 21.21 | 36.42 | NA | NA | … | … | 9.43 | 18.75 | 8.14 | 9.83 | 21.21 | 7.33 | 36.42 | 7.82 | 20.89 | 4.02 | 13.08 | 13.88 | 7.97 | 4.96 | 3.24 |
| Yield(%) | 0.00 | 10.55 | 9.89 | 8.38 | 10.56 | 9.75 | 7.32 | … | … | 0.00 | 11.43 | 9.41 | 6.28 | 5.63 | 10.78 | 8.69 | 8.18 | 9.98 | 5.76 | 2.09 | 5.79 | 3.97 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLGX (FIDELITY SERIES GROWTH & INCOME FUND FIDELITY SERIES GROWTH & INCOME FUND) |
0.93%
Mar 2017 – Mar 2020 |
3.75%
Mar 2015 – Mar 2020 |
10.24%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLGX (FIDELITY SERIES GROWTH & INCOME FUND FIDELITY SERIES GROWTH & INCOME FUND) |
29.96%
Sep 2022 – Sep 2025 |
23.15%
Oct 2020 – Oct 2025 |
17.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart