All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FOCPX total return snapshot: FOCPX returned +47.76% over the past year and +24.67% YTD, with dividends reinvested. Since May 15, 1986, FOCPX is up +18,973.72% in nominal total return, or +13.98%/yr, and is currently −3.81% below its total-return high on Jun. 15, 2026.
Data ending Thu Jul. 2, 2026
| Thu 1986-05-15💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FOCPX × |
+24.67%
2026-07-02 |
+47.76%
2026-07-02 |
||||
| Fidelity Otc Portfolio Mutual Fund | ||||||
| Thu 1986-05-15💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FOCPX × |
+18,973.72%
+13.98%/yr |
+12.47%/yr
(R2=0.954) |
||||
| Fidelity Otc Portfolio Mutual Fund | ||||||
| Thu 1986-05-15💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FOCPX × |
$10,000.00
1986-05-15 |
$1,907,372.40
2026-07-02 |
||||
| Fidelity Otc Portfolio Mutual Fund | ||||||
| Year | FOCPX |
|---|---|
| 2026 (YTD) | +24.67% |
| 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% |
| Thu 1986-05-15💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FOCPX × |
−3.81%
from 2026-06-15 peak |
−94.80%
2008-11-20 from 2008-07-03 peak |
||||
| Fidelity Otc Portfolio Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FOCPX × | +47.76% |
+61.71% +27.16%/yr |
+125.41% +31.12%/yr |
+112.81% +16.31%/yr |
+645.70% +22.25%/yr |
|
| Fidelity Otc Portfolio Mutual Fund | ||||||
