Fidelity OTC Portfolio monthly returns
Fidelity OTC Portfolio has averaged 1.79% per month, positive in 65% of months. Month-by-month returns for Fidelity OTC Portfolio (FOCPX) below, through November 3, 2026 — the table lists the most recent months; the bar chart plots the last 5 years.
Fidelity OTC Portfolio monthly returns#
| Month | Path | Total return |
|---|---|---|
| Nov 2026 | -0.2% | |
| Oct 2026 | -8.3% | |
| Sep 2026 | +4.9% | |
| Aug 2026 | +5.4% | |
| Jul 2026 | -6.5% | |
| Jun 2026 | +1.9% | |
| May 2026 | +10.0% | |
| Apr 2026 | +18.7% | |
| Mar 2026 | -4.7% | |
| Feb 2026 | -1.3% | |
| Jan 2026 | +2.3% | |
| Dec 2025 | +1.0% | |
| Nov 2025 | -1.0% | |
| Oct 2025 | +5.4% | |
| Sep 2025 | +5.8% | |
| Aug 2025 | +1.3% | |
| Jul 2025 | +5.0% | |
| Jun 2025 | +3.6% | |
| Jan 2025 | -0.4% | |
| Dec 2024 | +2.8% | |
| Nov 2024 | +5.1% | |
| Oct 2024 | +0.1% | |
| Sep 2024 | +2.3% | |
| Aug 2024 | +1.2% | |
| Jul 2024 | -3.7% | |
| Jun 2024 | +6.8% | |
| May 2024 | +7.3% | |
| Apr 2024 | -3.7% | |
| Mar 2024 | +2.9% | |
| Feb 2024 | +6.8% | |
| Jan 2024 | +3.0% | |
| Dec 2023 | +4.8% | |
| Nov 2023 | +9.7% | |
| Oct 2023 | -1.2% | |
| Sep 2023 | -5.6% | |
| Aug 2023 | -1.4% | |
| Jul 2023 | +3.8% | |
| Jun 2023 | +5.4% | |
| May 2023 | +5.3% | |
| Apr 2023 | +1.6% | |
| Mar 2023 | +7.7% | |
| Feb 2023 | -2.2% | |
| Jan 2023 | +9.3% | |
| Dec 2022 | -8.0% | |
| Nov 2022 | +6.7% | |
| Oct 2022 | +4.8% | |
| Sep 2022 | -9.1% | |
| Aug 2022 | -3.5% | |
| Jul 2022 | +9.1% | |
| Jun 2022 | -7.6% | |
| May 2022 | -3.6% | |
| Apr 2022 | -12.7% | |
| Mar 2022 | +2.7% | |
| Feb 2022 | -4.5% | |
| Jan 2022 | -9.6% | |
| Dec 2021 | +0.5% | |
| Nov 2021 | -0.3% | |
| Oct 2021 | +6.7% | |
| Sep 2021 | -5.2% | |
| Aug 2021 | +4.5% | |
| Jul 2021 | +2.4% | |
| Jun 2021 | +6.3% | |
| May 2021 | -1.0% | |
| Apr 2021 | +5.8% | |
| Mar 2021 | +0.2% | |
| Feb 2021 | +2.8% | |
| Jan 2021 | +0.5% | |
| Dec 2020 | +5.5% | |
| Nov 2020 | +10.7% | |
| Oct 2020 | -2.6% | |
| Sep 2020 | -5.3% | |
| Aug 2020 | +11.7% | |
| Jul 2020 | +7.8% | |
| Jun 2020 | +5.8% | |
| May 2020 | +7.2% | |
| Apr 2020 | +15.4% | |
| Mar 2020 | -10.2% | |
| Feb 2020 | -6.1% | |
| Jan 2020 | +2.5% | |
| Dec 2019 | +3.9% | |
| Nov 2019 | +5.2% | |
| Oct 2019 | +3.7% | |
| Sep 2019 | -0.0% | |
| Aug 2019 | -1.8% |
Monthly total return (since Aug 2021)#
Fidelity OTC Portfolio returns by calendar month#
Every month of every year since 2020, one tick per year on a shared scale; the dark bar is the month's average. Total returns, dividends reinvested.
November 2026 so far: -0.20% — 5th of 7 Novembers since 2020 at the last close; the average November returned +5.2%.
| Month | −20%0+20% | Average | Median | Up | Best | Worst |
|---|---|---|---|---|---|---|
| Jan | +1.1% | +2.3% | 71% | +9.3% 2023 | -9.6% 2022 | |
| Feb | -0.8% | -1.8% | 33% | +6.8% 2024 | -6.1% 2020 | |
| Mar | -0.2% | +1.4% | 67% | +7.7% 2023 | -10.2% 2020 | |
| Apr | +4.2% | +3.7% | 67% | +18.7% 2026 | -12.7% 2022 | |
| May | +4.2% | +6.3% | 67% | +10.0% 2026 | -3.6% 2022 | |
| Jun | +3.2% | +5.4% | 86% | +6.8% 2024 | -7.6% 2022 | |
| Jul | +2.6% | +3.8% | 71% | +9.1% 2022 | -6.5% 2026 | |
| Aug | +2.7% | +1.3% | 71% | +11.7% 2020 | -3.5% 2022 | |
| Sep | -1.7% | -5.2% | 43% | +5.8% 2025 | -9.1% 2022 | |
| Oct | +0.7% | +0.1% | 57% | +6.7% 2021 | -8.3% 2026 | |
| Nov | +5.2% | +5.9% | 67% | +10.7% 2020 | -1.0% 2025 | |
| Dec | +1.1% | +1.9% | 83% | +5.5% 2020 | -8.0% 2022 |
Methodology#
Monthly returns are total returns (dividends reinvested), computed from FOCPX's split- and dividend-adjusted month-end closes. The table shows the most recent 120 months and the bar chart the most recent 60. See the year-by-year returns for the annual view. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Fidelity OTC Portfolio's average monthly return?
- Fidelity OTC Portfolio (FOCPX) has averaged about 1.79% per month, positive in roughly 65% of months. The best month was Apr 2026 (+18.7%) and the worst was Apr 2022 (-12.7%).