Fidelity Contra
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
FCNTX Fidelity Contrafund Fund | Large Cap Growth Equities | 100% |
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
The earliest data available for this chart is Jan 30, 1970, corresponding to the inception date of FCNTX
Returns By Period
As of Jul 25, 2024, the Fidelity Contra returned 21.96% Year-To-Date and 14.73% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.20% | -1.28% | 10.32% | 18.23% | 12.31% | 10.58% |
| Fidelity Contra | 20.72% | -4.43% | 13.99% | 30.97% | 16.03% | 14.66% |
| Portfolio components: | ||||||
FCNTX Fidelity Contrafund Fund | 20.72% | -4.43% | 13.99% | 30.97% | 16.03% | 14.66% |
Monthly Returns
The table below presents the monthly returns of Fidelity Contra, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.85% | 9.38% | 2.87% | -4.64% | 6.91% | 4.45% | 20.72% | ||||||
| 2023 | 7.28% | -1.84% | 5.90% | 3.24% | 2.55% | 6.04% | 4.15% | -0.97% | -3.18% | -0.94% | 8.20% | 4.00% | 39.37% |
| 2022 | -7.15% | -4.87% | 3.28% | -11.56% | -1.29% | -8.78% | 9.10% | -4.00% | -8.18% | 4.69% | 5.23% | -5.78% | -27.48% |
| 2021 | -1.07% | 1.57% | 2.07% | 7.02% | 0.22% | 4.11% | 2.13% | 4.54% | -5.99% | 6.96% | -0.10% | 1.38% | 24.52% |
| 2020 | 2.12% | -5.94% | -10.09% | 14.54% | 6.46% | 4.04% | 7.17% | 9.63% | -4.85% | -3.18% | 8.36% | 3.10% | 32.49% |
| 2019 | 9.45% | 2.40% | 2.21% | 4.88% | -5.72% | 6.63% | 0.91% | -1.81% | -1.53% | 2.80% | 4.31% | 2.88% | 30.00% |
| 2018 | 9.31% | -2.25% | -3.49% | 1.21% | 4.05% | 0.92% | 1.89% | 4.53% | 0.14% | -9.72% | 0.71% | -8.04% | -2.27% |
| 2017 | 4.37% | 3.78% | 1.60% | 2.79% | 3.61% | -0.44% | 3.59% | 1.61% | 0.83% | 4.70% | 1.65% | 0.26% | 32.16% |
| 2016 | -5.66% | -1.24% | 5.68% | 0.21% | 1.65% | -1.52% | 4.54% | 0.20% | 0.49% | -1.66% | 0.60% | 0.57% | 3.43% |
| 2015 | -1.33% | 5.98% | -0.49% | -0.89% | 2.20% | -0.29% | 3.43% | -5.97% | -2.02% | 7.00% | 0.67% | -1.44% | 6.31% |
| 2014 | -2.18% | 5.55% | -2.65% | -1.78% | 3.30% | 2.37% | -1.41% | 4.49% | -1.17% | 1.48% | 2.14% | 0.16% | 10.37% |
| 2013 | 3.87% | 1.30% | 3.71% | 1.91% | 1.87% | -1.72% | 5.26% | -1.55% | 5.19% | 4.82% | 2.86% | 3.13% | 34.93% |
Expense Ratio
Fidelity Contra features an expense ratio of 0.39%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Fidelity Contra is 73, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | 2.20 | 3.05 | 1.40 | 0.31 | 14.54 |
Dividends
Dividend yield
Fidelity Contra granted a 2.64% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Contra | 2.64% | 4.26% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 6.17% | 3.81% | 5.33% | 7.54% | 7.90% |
| Portfolio components: | ||||||||||||
FCNTX Fidelity Contrafund Fund | 2.64% | 4.26% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 6.17% | 3.81% | 5.33% | 7.54% | 7.90% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 99.93%, occurring on Dec 4, 1987. Recovery took 386 trading sessions.
The current Fidelity Contra drawdown is 98.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.93% | Sep 8, 1987 | 64 | Dec 4, 1987 | 386 | May 29, 1989 | 450 |
| -99.93% | Dec 27, 1999 | 438 | Sep 21, 2001 | — | — | — |
| -99.92% | Jul 6, 1998 | 69 | Oct 8, 1998 | 35 | Nov 26, 1998 | 104 |
| -99.92% | Jul 5, 1990 | 71 | Oct 11, 1990 | 92 | Feb 18, 1991 | 163 |
| -99.91% | Jul 7, 1986 | 122 | Dec 23, 1986 | 39 | Feb 16, 1987 | 161 |
Volatility
Volatility Chart
The current Fidelity Contra volatility is 5.33%, 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.