FOCPX
$25.35+1.12%
as of close, Nov 3, 2026
Priced once a day, after the closeFidelity OTC PortfolioMutual fund · Active Stock Funds
Fidelity OTC Portfolio total returns by year (including dividends)
As of market close, Nov 3, 2026
Fidelity OTC Portfolio total returns by year (2020–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return). Every year has a direct link you can bookmark or share.
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $24.28 | $25.35 | 16.7% | +21.1% | |
| 2025 | $21.47 | $24.28 | 9.1% | +22.2% | |
| 2024 | $18.29 | $21.47 | 17.3% | +34.7% | |
| 2023 | $12.83 | $18.29 | 0.1% | +42.6% | |
| 2022 | $19.60 | $12.83 | 2.5% | -32.1% | |
| 2021 | $17.52 | $19.60 | 13.1% | +24.9% | |
| 2020 | $12.79 | $17.52 | 9.8% | +46.8% |
- Annualized
- +20.8%
- 2020–2026
- Average year
- +23.2%
- 6 full years
- Best year
- +46.8%
- 2020
- Worst year
- -32.1%
- 2022
- Positive years
- 5/6
- 83% up
Annualized (CAGR)
+20.8%
2020–2026
Average year
+23.2%
6 full years
Best year
+46.8%
2020
Worst year
-32.1%
2022
Positive years
5/6
83% up
Total return by period#
Annual
-40%-20%0%20%40%
2020+47%'20
2021+25%'21
2022-32%'22
2023+43%'23
2024+35%'24
2025+22%'25
2026+21%'26
Methodology#
Total returns, dividends reinvested, measured on FOCPX. Annualized return is the compound annual growth rate; the current year is year-to-date. Past performance does not predict future returns.
FAQ#
- What is Fidelity OTC Portfolio's average annual return?
- Since 2020, Fidelity OTC Portfolio (FOCPX) has returned about 20.8% a year (the compound annual growth rate) and an average calendar-year return of 23.2%.
- What were Fidelity OTC Portfolio's best and worst years?
- Over 2020–2026, the best year was 2020 (+46.8%) and the worst was 2022 (-32.1%).
- How often is Fidelity OTC Portfolio up in a year?
- 5 of the 6 full years since 2020 were positive — about 83% of the time.
More on Fidelity OTC Portfolio
Annual returns for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100