All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FOCPX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FOCPX real return snapshot: after CPI-U inflation, FOCPX returned +51.96% over the past year and +18.76% YTD, with dividends reinvested. Since May 15, 1986, FOCPX is up +5,997.31% in real purchasing-power return, or +10.82%/yr, and is currently āˆ’1.77% below its real total-return high on May 14, 2026.

Thu 1986-05-15? to Fri 2026-05-22 YTD
Return 		1 Year
Return
FOCPX × 		+18.76%
2026-05-22 		+51.96%
2026-05-22
Fidelity Otc Portfolio Mutual Fund

Returns

Thu 1986-05-15? to Fri 2026-05-22 Overall
Return 		Exponential
Trendline
FOCPX × 		+5,997.31%
+10.82%/yr 		+9.69%/yr
(R2=0.929)
Fidelity Otc Portfolio Mutual Fund

Growth of $10,000

Thu 1986-05-15? to Fri 2026-05-22 Start
Value 		End
Value
FOCPX × 		$10,000.00
1986-05-15 		$609,730.51
2026-05-22
Fidelity Otc Portfolio Mutual Fund

Annual Returns

Year FOCPX
2026 (YTD) +18.76%
2025 +19.03%
2024 +30.91%
2023 +38.02%
2022 āˆ’36.20%
2021 +16.73%
2020 +44.78%
2019 +36.09%
2018 āˆ’5.11%
2017 +35.75%
2016 +1.03%
2015 +10.36%
2014 +16.68%
2013 +45.95%
2012 +9.38%
2011 āˆ’3.29%
2010 +18.47%
2009 +57.95%
2008 āˆ’46.03%
2007 +21.17%
2006 +6.76%
2005 +5.32%
2004 +4.73%
2003 +33.30%
2002 āˆ’25.07%
2001 āˆ’25.23%
2000 āˆ’26.55%
1999 +69.29%
1998 +38.97%
1997 +8.19%
1996 +32.30%
1995 +35.05%
1994 āˆ’5.23%
1993 +6.61%
1992 +10.84%
1991 +39.55%
1990 āˆ’9.97%
1989 +28.62%
1988 +17.73%
1987 āˆ’0.88%
1986 āˆ’17.15%

Drawdowns

Thu 1986-05-15? to Fri 2026-05-22 Current
Drawdown 		Worst
Drawdown
FOCPX × 		āˆ’1.77%
from 2026-05-14 peak 		āˆ’94.67%
2008-11-20
from 2008-07-03 peak
Fidelity Otc Portfolio Mutual Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
FOCPX × 		+51.96% +61.39%
+27.06%/yr 		+114.79%
+29.02%/yr 		+85.57%
+13.16%/yr 		+433.93%
+18.23%/yr
Fidelity Otc Portfolio Mutual Fund