All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FOCPX real return snapshot: after CPI-U inflation, FOCPX returned +36.77% over the past year and +21.71% YTD, with dividends reinvested. Since May 15, 1986, FOCPX is up +6,148.98% in real purchasing-power return, or +10.81%/yr, and is currently −3.06% below its real total-return high on Jun. 15, 2026.
Data ending Wed Sep. 2, 2026
| Thu 1986-05-15💬 to Wed 2026-09-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FOCPX × |
+6,148.98%
+10.81%/yr |
+9.75%/yr
R2=0.930 |
||||
| Fidelity Otc Portfolio Mutual Fund | ||||||
| Thu 1986-05-15💬 to Wed 2026-09-02 |
Start
Value |
End
Value |
|---|---|---|
| FOCPX × |
$10,000.00
1986-05-15 |
$624,898.24
2026-09-02 |
| YTD | YoY | |
|---|---|---|
| FOCPX × | +21.71% | +36.77% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FOCPX × |
−3.06%
on 2026-09-02 from 2026-06-15 peak |
−72.56%
on 2008-11-20 from 2000-03-09 peak |
| Period ending Wed 2026-09-02 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FOCPX × | +36.77% |
+59.91% +26.45%/yr |
+103.40% +26.70%/yr |
+65.33% +10.58%/yr |
+394.66% +17.34%/yr |
| Year | FOCPX |
|---|---|
| 2026 (YTD) | +21.71% |
| 2025 | +19.03% |
| 2024 | +30.91% |
| 2023 | +38.02% |
| 2022 | −36.20% |
| 2021 | +16.73% |
| 2020 | +44.78% |
| 2019 | +36.09% |
| 2018 | −5.11% |
| 2017 | +35.75% |
| 2016 | +1.03% |
| 2015 | +10.36% |
| 2014 | +16.68% |
| 2013 | +45.95% |
| 2012 | +9.38% |
| 2011 | −3.29% |
| 2010 | +18.47% |
| 2009 | +57.95% |
| 2008 | −46.03% |
| 2007 | +21.17% |
| 2006 | +6.76% |
| 2005 | +5.32% |
| 2004 | +4.73% |
| 2003 | +33.30% |
| 2002 | −25.07% |
| 2001 | −25.23% |
| 2000 | −26.55% |
| 1999 | +69.29% |
| 1998 | +38.97% |
| 1997 | +8.19% |
| 1996 | +32.30% |
| 1995 | +35.05% |
| 1994 | −5.23% |
| 1993 | +6.61% |
| 1992 | +10.84% |
| 1991 | +39.55% |
| 1990 | −9.97% |
| 1989 | +28.62% |
| 1988 | +17.73% |
| 1987 | −0.88% |
| 1986 | −17.15% |
