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Fidelity Contra
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Asset Allocation


FCNTX 100%EquityEquity
PositionCategory/SectorWeight
FCNTX
Fidelity Contrafund Fund
Large Cap Growth Equities

100%

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Contra, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%NovemberDecember2024FebruaryMarchApril
24.34%
19.37%
Fidelity Contra
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Nov 5, 1984, corresponding to the inception date of FCNTX

Returns By Period

As of Apr 24, 2024, the Fidelity Contra returned 15.43% Year-To-Date and 14.64% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
6.30%-3.13%19.37%22.56%11.65%10.55%
Fidelity Contra15.43%-2.88%24.34%38.35%15.38%14.64%
FCNTX
Fidelity Contrafund Fund
15.43%-2.88%24.34%38.35%15.38%14.64%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20244.85%9.38%2.87%
2023-3.18%-0.94%8.20%1.24%

Expense Ratio

The Fidelity Contra has a high expense ratio of 0.81%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


Expense ratio chart for FCNTX: current value at 0.81% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.81%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Fidelity Contra
Sharpe ratio
The chart of Sharpe ratio for Fidelity Contra, currently valued at 2.75, compared to the broader market-1.000.001.002.003.004.005.002.75
Sortino ratio
The chart of Sortino ratio for Fidelity Contra, currently valued at 3.94, compared to the broader market0.002.004.006.003.94
Omega ratio
The chart of Omega ratio for Fidelity Contra, currently valued at 1.49, compared to the broader market0.801.001.201.401.601.801.49
Calmar ratio
The chart of Calmar ratio for Fidelity Contra, currently valued at 1.59, compared to the broader market0.002.004.006.008.001.59
Martin ratio
The chart of Martin ratio for Fidelity Contra, currently valued at 20.79, compared to the broader market0.0010.0020.0030.0040.0050.0020.79
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.005.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market0.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.801.001.201.401.601.801.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.002.004.006.008.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.0040.0050.007.64

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
FCNTX
Fidelity Contrafund Fund
2.753.941.491.5920.79

Sharpe Ratio

The current Fidelity Contra Sharpe ratio is 2.75. A Sharpe ratio higher than 2.0 is considered very good.

-1.000.001.002.003.004.005.002.75

The Sharpe ratio of Fidelity Contra is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2024FebruaryMarchApril
2.75
1.92
Fidelity Contra
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Fidelity Contra granted a 2.76% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Fidelity Contra2.76%4.26%13.65%10.80%8.01%4.16%9.14%6.17%3.81%5.33%7.55%7.89%
FCNTX
Fidelity Contrafund Fund
2.76%4.26%13.65%10.80%8.01%4.16%9.14%6.17%3.81%5.33%7.55%7.89%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.18%
-3.50%
Fidelity Contra
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Contra. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Contra was 93.41%, occurring on Dec 4, 1987. Recovery took 386 trading sessions.

The current Fidelity Contra drawdown is 3.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.41%Sep 8, 198764Dec 4, 1987386May 29, 1989450
-92.59%Dec 27, 1999434Sep 21, 20015625Feb 2, 20246059
-91.93%Jul 6, 199869Oct 8, 199835Nov 26, 1998104
-91.64%Jul 5, 199071Oct 11, 199092Feb 18, 1991163
-91.3%Apr 22, 1986181Dec 30, 198634Feb 16, 1987215

Volatility

Volatility Chart

The current Fidelity Contra volatility is 4.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%NovemberDecember2024FebruaryMarchApril
4.22%
3.58%
Fidelity Contra
Benchmark (^GSPC)
Portfolio components