Fidelity Blue Chip Growth ETF (FBCG) Performance

Cboe BZX: FBCGTotal returns, calendar years, drawdowns and risk since 2020.

FBCG total return

Distributions reinvested · as of Oct 23, 2026
YTD
+8.4%
since Dec 31, 2025
1 year
+10.9%
total return
5 years
+11.8%
a year
Since first price
+18.7%
a year since 2020

FBCG trailing returns vs SPY, QQQ, AGG

FBCG trailing returns
PeriodFBCG total returnPrice onlyS&P 500 (SPY)Nasdaq-100 (QQQ)U.S. bonds (AGG)
1 month−6.3%−6.3%−1.0%−5.0%+0.9%
3 months−0.4%−0.4%+3.2%+1.9%−0.4%
6 months+2.9%+2.9%+7.8%+8.4%−1.5%
YTD+8.4%+8.4%+12.3%+15.1%−1.0%
1 year+10.9%+10.9%+14.4%+15.9%−1.1%
3 years+107.0%+27.4%/yr+106.6%+87.4%+23.3%/yr+101.4%+26.3%/yr+16.6%+5.2%/yr
5 years+74.7%+11.8%/yr+74.3%+79.3%+12.4%/yr+94.0%+14.2%/yr−0.8%−0.2%/yr
Since inceptionJun 4, 2020+198.3%+18.7%/yr+197.7%———

Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.

Growth of $10,000: FBCG vs SPY

FBCGS&P 500 (SPY)

From Jun 4, 2020: FBCG grew to $29,832, SPY to $26,687.

Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.

FBCG returns by calendar year

FBCGSPY

4 of 5 full years positive. Best 2023 (+58.0%), worst 2022 (−39.1%). 2026 is year to date.

FBCG annual returns table

FBCG calendar-year returns
YearFBCGLargest dropSPYQQQAGG
2026YTD+8.4%−14.4%+12.3%+15.1%−1.0%
2025+18.6%−27.9%+17.7%+20.8%+7.2%
2024+39.0%−15.4%+24.9%+25.6%+1.3%
2023+58.0%−11.6%+26.2%+54.9%+5.7%
2022−39.1%−41.3%−18.2%−32.6%−13.0%
2021+21.3%−12.6%+28.7%+27.4%−1.8%

Largest drop = deepest fall from a high within that calendar year.

Calendar-year return vs largest drop within the year

Calendar-year returnLargest drop within the year

Most years include a sizable fall at some point even when the year ends higher.

FBCG largest drawdowns

Now 8.3% below the high
FBCG largest drawdowns
PeakDeclineBottomRecoveredFallUnderwater
Nov 18, 2021−43.6%Dec 28, 2022Feb 9, 20241.1 years2.2 years
Jan 23, 2025−27.9%Apr 8, 2025Jul 9, 20252 months5 months
Jul 10, 2024−15.4%Aug 5, 2024Oct 22, 202426 days3 months
Oct 29, 2025−15.2%Mar 30, 2026Apr 15, 20265 months6 months
Feb 12, 2021−12.6%Mar 8, 2021Jun 22, 202124 days4 months
Sep 2, 2020−11.1%Sep 23, 2020Nov 5, 202021 days2 months

Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.

FBCG risk statistics

FBCG risk statistics
Statistic3 years5 yearsSince 2020
Annualized return+29.8%+14.3%+19.3%
Volatility (annualized)19.2%23.3%22.8%
Sharpe ratio1.240.540.77
Sortino ratio2.530.851.30
Best month+16.6%+16.6%+16.6%
Worst month−11.1%−15.0%−15.0%
Best 12 months+51.9%+58.0%+58.0%
Worst 12 months+4.0%−39.1%−39.1%
Positive months69%58%60%
Beta vs S&P 5001.441.36—
Correlation with S&P 5000.930.91—

From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.

FBCG rolling returns

FBCG rolling returns
Holding periodPeriodsWorstMedianBestPositive
1-year65−39.1%+22.8%+58.0%78%
3-year (a year)41+5.2%+15.3%+37.6%100%
5-year (a year)17+11.2%+14.0%+18.4%100%

Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.

FBCG performance overview

Fidelity Blue Chip Growth ETF (FBCG) returned +10.9% over the past year and +11.8% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +18.7% a year, turning $10,000 into about $29,832. Over the same year S&P 500 (SPY) returned +14.4%.

The deepest decline was −43.6%, from Nov 18, 2021 to Dec 28, 2022, and it took 1.1 years to get back to the old high. FBCG finished 4 of its 5 full calendar years with a gain; the best year was 2023 (+58.0%) and the worst 2022 (−39.1%). Volatility has been 22.8% a year.

Related: FBCG chart, FBCG holdings, FBCG dividends, FBCG valuation. See the FBCG overview for the latest quote and fund facts.

FBCG performance FAQ

What is the FBCG return over the past year?

FBCG returned +10.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.9%.

What is the average annual return of FBCG?

FBCG has returned +11.8% a year over 5 years, +18.7% a year since June 4, 2020 (total return, distributions reinvested).

How much would $10,000 invested in FBCG be worth?

$10,000 invested in FBCG at its first recorded close on June 4, 2020 would be worth about $29,832 on October 23, 2026 with distributions reinvested.

What was the worst year for FBCG?

The worst calendar year was 2022, with a total return of −39.1%. The best was 2023 at +58.0%.

What is the biggest drawdown of FBCG?

The largest peak-to-trough decline was −43.6% between November 18, 2021 and December 28, 2022. It recovered to the old high on February 9, 2024, 1.1 years after the bottom.

How volatile is FBCG?

Over the past 3 years FBCG had an annualized volatility of 19.2% and a Sharpe ratio of 1.24 (excess return over 1–3 month T-bills per unit of risk).