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 +47.78% over the past year and +20.19% YTD, with dividends reinvested. Since May 15, 1986, FOCPX is up +6,070.94% in real purchasing-power return, or +10.83%/yr, and is currently −3.20% below its real total-return high on Jun. 4, 2026.

Data ending Fri Jun. 12, 2026

Thu 1986-05-15💬 to Fri 2026-06-12 YTD
Return 		1 Year
Return
FOCPX × 		+20.19%
2026-06-12 		+47.78%
2026-06-12
Fidelity Otc Portfolio Mutual Fund

Returns

Thu 1986-05-15💬 to Fri 2026-06-12 Overall
Return 		Exponential
Trendline
FOCPX × 		+6,070.94%
+10.83%/yr 		+9.70%/yr
(R2=0.929)
Fidelity Otc Portfolio Mutual Fund

Growth of $10,000

Thu 1986-05-15💬 to Fri 2026-06-12 Start
Value 		End
Value
FOCPX × 		$10,000.00
1986-05-15 		$617,094.31
2026-06-12
Fidelity Otc Portfolio Mutual Fund

Annual Returns

Year FOCPX
2026 (YTD) +20.19%
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%

Drawdowns

Thu 1986-05-15💬 to Fri 2026-06-12 Current
Drawdown 		Worst
Drawdown
FOCPX × 		−3.20%
from 2026-06-04 peak 		−94.67%
2008-11-20
from 2008-07-03 peak
Fidelity Otc Portfolio Mutual Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
FOCPX × 		+47.78% +54.18%
+24.17%/yr 		+108.48%
+27.75%/yr 		+79.81%
+12.45%/yr 		+430.84%
+18.17%/yr
Fidelity Otc Portfolio Mutual Fund