All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

FOCPX: Total Return Chart (with Dividends Reinvested)

FOCPX total return snapshot: FOCPX returned +34.77% over the past year and +17.87% YTD, with dividends reinvested. Since May 15, 1986, FOCPX is up +17,934.03% in nominal total return, or +13.79%/yr, and is currently −9.06% below its total-return high on Jun. 15, 2026.

Data ending Mon Jul. 27, 2026

Growth of $10,000

Thu 1986-05-15💬 to Mon 2026-07-27 Overall
Return
Exponential
Trendline
FOCPX
×
+17,934.03%
+13.79%/yr
+12.48%/yr
R2=0.955
Fidelity Otc Portfolio Mutual Fund

Growth of $10,000 Summary

Thu 1986-05-15💬 to Mon 2026-07-27 Start
Value
End
Value
FOCPX
×
$10,000.00
1986-05-15
$1,803,402.65
2026-07-27

This Year’s Performance

through 2026-07-27

  YTD YoY
FOCPX
×
+17.87% +34.77%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FOCPX
×
−9.06%
on 2026-07-27
from 2026-06-15 peak
−69.00%
on 2002-10-07
from 2000-03-09 peak

Rolling Returns

Period ending Mon 2026-07-27 1 yr 2 yr 3 yr 5 yr 10 yr
FOCPX
×
+34.77% +63.61%
+27.91%/yr
+108.86%
+27.83%/yr
+99.17%
+14.77%/yr
+559.42%
+20.76%/yr

Annual Returns

Year FOCPX
2026 (YTD) +17.87%
2025 +22.22%
2024 +34.68%
2023 +42.64%
2022 −32.08%
2021 +24.94%
2020 +46.75%
2019 +39.20%
2018 −3.30%
2017 +38.61%
2016 +3.12%
2015 +11.17%
2014 +17.56%
2013 +48.14%
2012 +11.27%
2011 −0.42%
2010 +20.24%
2009 +62.25%
2008 −45.99%
2007 +26.13%
2006 +9.45%
2005 +8.93%
2004 +8.14%
2003 +35.81%
2002 −23.29%
2001 −24.07%
2000 −24.06%
1999 +73.83%
1998 +41.21%
1997 +10.03%
1996 +36.69%
1995 +38.49%
1994 −2.70%
1993 +9.54%
1992 +14.06%
1991 +43.82%
1990 −4.46%
1989 +34.59%
1988 +22.92%
1987 +3.52%
1986 −15.82%