See what your fund actually adds

Fidelity Series Blue Chip Growth Fund FSBDX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

FSBDX compared with its replication portfolio
MeasureFSBDXReplication
Annualized growth13.8%13.7%
Annualized volatility23.5%21.4%
Sharpe ratio0.670.71
Maximum drawdown42.1%34.7%
Replication fit (R²)0.94 · Tracking error 5.8%

Replication portfolio

The published portfolio below is the investable basket used to model FSBDX’s historical return behavior.

FSBDX replication basket weights
TickerBuilding blockWeight
VUGStyle · Growth74.6%
XLKSector · Technology14.2%
VBKSmall-Cap · Growth9.3%
IWCMicro Cap2.0%