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FOCKX · Fidelity Otc Portfolio Class K
Over the last 15 years (2011-09 to 2026-10), $10,000 invested in FOCKX with dividends reinvested grew to $93,817, 15.91% a year, with a worst peak-to-trough fall of -34.08%. Past performance doesn't predict future results.
Growth of $10,000 · 2011-09 to 2026-10 · dividends reinvested
How FOCKX held up in past market crashes
FOCKX has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 36.9% in the 2022 bear market, when the S&P 500 fell 25.4%. It took 16 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | FOCKX deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| 2018 fourth-quarter selloff | -27.8% | -20.2% | Sep 2018 to Dec 2018 | 12 months |
| 2020 COVID crash | -29.4% | -34.1% | Feb 2020 to Mar 2020 | 3 months |
| 2022 bear market | -36.9% | -25.4% | Jan 2022 to Oct 2022 | 16 months |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
About FOCKX
Fidelity OTC Portfolio Class K is a mutual fund that primarily focuses on seeking capital appreciation through investments in common stocks. The fund is structured to invest at least 80% of its assets in securities principally traded on the NASDAQ or in the over-the-counter (OTC) market, which often gives it significant exposure to innovative and growth-oriented companies, especially within the technology sector. Notably, the fund allocates more than 25% of its total assets to technology companies, and its portfolio frequently features a concentration in large-cap technology giants, as well as select positions in small- and mid-cap firms. Fidelity OTC Portfolio Class K invests in both domestic and foreign issuers, allowing for diversified geographic exposure. Classified as non-diversified, the fund may hold a significant portion of its assets in a limited number of companies, providing potential for focused growth but also increasing exposure to individual issuer risk. It plays a significant role in the large growth mutual fund category, serving investors seeking to participate in the performance of sector-leading and emerging technology-driven businesses.
Put FOCKX to the test
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Backtest FOCKX →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would FOCKX survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare FOCKX vs VTI →
Head-to-head against the total US market.
Replay $100/mo into FOCKX →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only, not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.