Fidelity Investments

  • Fidelity OTC Portfolio

Fidelity OTC Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1984 0 0 0 0 0 0 0 0 0 0 0 0 0
1985 5.2 6.3 6.1 -9.7 0.8 4.3 1.8 6.8 1 1.4 9.3 19 63.2
1986 -1.7 -1.5 4.9 -10.2 5 -8.6 0.8 2.4 2.2 5 7.3 7.1 11.4
1987 12.6 -6.1 -30.1 -0.6 4.7 4.8 2 0.9 -0.4 -1 10.7 12.3 1.8
1988 2.3 -3.3 -0.1 3.8 -2.5 -0.3 6.6 -0.9 3 2.3 6.7 3.6 22.9
1989 0.6 0.9 -3.4 0.6 4.5 4.4 -0.2 4.5 4.9 4.4 -0.3 6.5 30.4
1990 3.9 6.9 -2.1 -5.5 -8.7 -1.3 0.2 6.6 -2.9 3.8 2.7 -7.1 -4.7
1991 9.8 -4.7 4.4 -0.9 5.3 7.1 -4.8 4.9 -0.2 5.6 7.8 7.9 49.2
1992 3.5 7.1 3.7 3.1 -2.5 2.1 -2.2 1.4 -3 -3.2 0.2 4.3 14.9
1993 3.9 -2.6 1.3 2.8 1.9 1.1 0.1 2.7 -2.9 3.5 -3.9 0.7 8.3
1994 0.6 -3.3 2.3 0.3 5 2.2 -3.7 -0.5 -2.8 -4 -1.1 2.7 -2.7
1995 -0.6 1.8 -0.5 1.5 1.3 6.6 7.8 2.9 4.2 3.4 5.3 -0.2 38.2
1996 -0.6 7.1 -0.4 7.1 5.9 -6.5 -3.5 3.7 6.3 0.2 3.6 -0.2 23.8
1997 -2.7 -0.3 -8.3 6.8 -1.6 10.5 2.7 9 4.1 -7.6 -4.9 4 10
1998 14.2 7.9 4.6 14.1 -20.2 0.8 6.7 -7.2 1.1 2.5 13.1 2.2 40.4
1999 20.9 10.1 9.8 -0.1 0.3 -0.1 5.4 2 0.1 5.6 -4.5 8.9 73.1
2000 -5.4 -19.8 -6 -12.2 13.3 -3.5 20.5 -12.4 -13.2 0.5 20.6 -4.1 -27.1
2001 2.2 12.2 13.3 -19.7 -9.3 -6.6 4.2 -1.5 16.4 -14.5 -17.2 1.6 -24.1
2002 -8.5 8 10.1 -6.4 0 -10.8 -6.5 -3.5 -5.5 8.4 -9.5 1 -23.3
2003 2 1.1 6.8 -0.9 5 5.5 2.1 7.3 7 1.3 -1.6 -3.8 35.8
2004 3.6 7 3.5 3.9 -3.3 -9.6 3.1 3 -4.1 -2.1 0.2 3.6 0
2005 0.3 6 -1.2 0.9 -0.9 5.4 -0.6 9.6 -3.7 -1.8 0.5 -4.9 8.9
2006 -1.4 4.6 4.7 4.6 5.5 -4.6 -0.3 -7.7 -1.2 3.2 -1.9 4.6 9.4
2007 0.4 -7.4 9.8 6.4 2.1 2.2 1.4 4.1 3.8 1.4 -1.9 2.2 26.1
2008 4 -12.2 -16.9 -16.7 -0.2 -2 -6.9 4 9.3 0.1 -4.4 -13.7 -46
2009 7.8 6.1 -5.3 7 1.9 6.8 2.9 4.7 15.6 11.7 -4.8 -2.9 62.2
2010 6.9 1.3 4.9 14.2 -5.9 6.3 -7.8 -7.7 2.8 8.5 4.1 -6.3 20.1
2011 -2.3 -3 12.2 -5.5 -8.2 -0.8 -2.5 -1.7 3.4 1.2 4.3 4 -0.4
2012 0.9 3.1 -5.2 0.9 6.3 -1.4 3.8 -8.5 -4.1 2.1 6.7 7.6 0
2013 4.2 1.7 2 4.6 -0.5 12 -0.1 5 3.6 2.8 0.4 3.7 46.6
2014 -0.7 2.9 3.5 -1.6 6.7 -1.7 4.5 4 -4.7 -4.6 6.5 1.5 16.5
2015 1.5 2.2 9.2 -3.8 -6.8 4.5 -2.8 1.9 0.8 -1.5 6.6 -0.1 10.9
2016 1.8 0.5 -3.5 1.6 0.7 9.4 -2.9 5.4 -0.1 7.1 -2.3 -12.7 3.1
2017 0.6 1.5 3.9 0.7 2.4 2.7 0.7 5.2 3.3 2.1 4.8 5.7 38.6
2018 -8.3 -2.5 -10.6 -0.4 6.6 1.3 1.4 6.6 0.9 -3.2 -1.6 8.3 -3.3
2019 2.8 5.3 3.7 -6.7 -1.9 2.6 6.9 -8.1 5.9 3.6 3.1 9.8 28.5
2020 14.6 10.7 -10.4 -11.6 11.7 7.8 5.9 7.2 15.4 -10.2 -6.1 2.5 37
2021 -2.2 -0.4 6.7 -12.8 4.6 2.4 6.3 -1 5.9 11.9 2.8 -10.1 11.9
2022 -8 6.7 4.8 -12.4 -3.5 9.1 -7.6 -3.6 -12.7 2.7 -4.5 -9.6 -34.5
2023 4.8 9.7 -1.2 -5.6 -1.4 3.8 5.4 5.3 1.6 7.7 -2.2 9.3 42.6
2024 0 0 6.7 1.5 0 0 0 0 0 0 0 0 13.3