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James D.
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Assets›Asset Details
F

FBGRX DCA Backtest — Dollar Cost Averaging Results

Fidelity Blue Chip Growth Fund · Other
Opportunity
DCA Score
86
Updated Oct 11, 2026
Sector:Other→

FBGRX DCA Results: Key Findings

Investing $100 per week into Fidelity Blue Chip Growth Fund (FBGRX) using Enhanced DCA over the past 5 years resulted in a total investment of $28,997, growing to a current value of $58,083 — a return of 100%.

Standard dollar cost averaging over the same period returned 66%, making Enhanced DCA +35% more effective with a lower average entry price of $150 versus standard DCA's $182.

FBGRX DCA backtest results: standard vs enhanced
PeriodStandard DCAEnhanced DCAAlpha
1-Year7%12%+5%
3-Year33%39%+6%
5-Year66%100%+35%
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Alpha you missed while unsubscribed

Our Pro members bought these signals. Here's what the returns look like — and what was left on the table.

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Major Weekly Buy Signal
Signal issued Mar 30, 2026 when our algorithm told users to buy ↗ $600
+21.3%
return to date
Current value of $600 position
$728
You weren't subscribed
Major Monthly Buy Signal
Signal issued Mar 3, 2025 when our algorithm told users to buy ↗ $2,302
+41.4%
return to date
Current value of $2,302 position
$3,255
Live Signal & Allocation %
Weekly Buy
As of Oct 9, 2026 close
0%
No buy at this reading
Next signal on or after Oct 12, 2026
Monthly Buy
As of Oct 9, 2026 close
0%
No buy at this reading
Next signal on or after Nov 2, 2026
Signals like these fire across 1,958 assets
Fidelity Blue Chip Growth Fund DCA Calculator
Weekly and Monthly DCA Calculator
Frequency
Amount
$100
/week
1 Year
+5.0% alpha
Standard
Invested
$0
Value
$0
Return
7.4%
Enhanced
Invested
$0
Value
$0
Return
12.4%
19 targeted purchases · avg entry $268
3 Years
+5.9% alpha
Standard
Invested
$0
Value
$0
Return
33.1%
Enhanced
Invested
$0
Value
$0
Return
39.0%
47 targeted purchases · avg entry $217
5 Years
+34.6% alpha
Standard
Invested
$0
Value
$0
Return
65.7%
Enhanced
Invested
$0
Value
$0
Return
100.3%
99 targeted purchases · avg entry $150
Alpha Advantage · 5Y Enhanced DCA
+34.6%
Enhanced DCA achieved higher returns on the capital it deployed — with a lower average entry price than standard DCA
Avg entry$150 vs $182
5Y return100.3% vs 65.7%
Ending value ahead+$14,833
Backtest analysis

Dollar cost averaging into FBGRX — backtest results

Investing $100/week into FBGRX (Fidelity Blue Chip Growth Fund) using standard dollar cost averaging over the past 5 years would have resulted in a total investment of $26,100 across 261 purchases, growing to a current value of $43,250 — a return of 66%.

Using Enhanced DCA — which automatically buys more when multiple signals agree conditions are right, and holds back when they don't — See the full methodology. The same $100/week base deployed $28,997 across 99 targeted purchases, growing to $58,083. That's a return of 100% — +35% more than standard DCA, with a lower average entry price of $150 vs $182.

Over the same 5-year period, standard weekly DCA into the S&P 500 (SPY) returned approximately 53%, so FBGRX's 100% Enhanced DCA return was above the index over the same period.

1-year weekly DCA results
Standard: $5,200 → $5,585 · 7%
Enhanced: $3,200 → $3,598 · 12%
3-year weekly DCA results
Standard: $15,700 → $20,897 · 33%
Enhanced: $8,868 → $12,330 · 39%
5-year weekly DCA results
Standard: $26,100 → $43,250 · 66%
Enhanced: $28,997 → $58,083 · 100%

Buying the dips for Fidelity Blue Chip Growth Fund

i
Weekly buy signals for FBGRX. Larger markers are larger purchases, up to 6 times the base amount.
Frequently asked questions
How Enhanced DCA works
Multiple signals, one smarter decision
The buy multiplier is built from several inputs on the signal date: momentum (RSI), distance from the long term average, how far price has fallen from its yearly high, trend direction, and market fear (VIX). Each one scales the buy, so a week with a steep drawdown and elevated fear can produce a much larger buy.
Only what was known at the time
Every historical signal is computed from the prices available on its own date and nothing later, so the backtest cannot benefit from hindsight. Buys fill at the next day's open.
Same budget, working harder
Standard DCA buys the same amount every period. Enhanced DCA buys more when the model sees a dip and skips periods when it does not, so capital is concentrated at lower prices. The result can be a lower or higher total spend than standard DCA, and both are shown above.
Risk Disclosure: Past backtest performance does not guarantee future results. Dollar cost averaging into Fidelity Blue Chip Growth Fund (FBGRX) involves investment risk, including potential loss of principal. FBGRX is a Other etf whose price can fall as well as rise. This analysis is for informational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before investing.
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Prices as of 9 October 2026 close · Backtest rebuilt 11 October 2026