Fidelity Contra
Asset Allocation
| Position | Category/Sector | Target 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 every 3 months.
The earliest data available for this chart is Jan 2, 1980, corresponding to the inception date of FCNTX
Returns By Period
As of Feb 5, 2025, the Fidelity Contra returned 5.99% Year-To-Date and 8.92% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 2.66% | 1.61% | 15.23% | 22.15% | 12.59% | 11.41% |
| Fidelity Contra | 5.99% | 3.96% | 17.51% | 26.10% | 9.47% | 8.92% |
| Portfolio components: | ||||||
FCNTX Fidelity Contrafund Fund | 5.99% | 3.96% | 17.51% | 26.10% | 9.47% | 8.92% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.42% | 5.99% | |||||||||||
| 2024 | 4.85% | 9.33% | 2.87% | -4.64% | 6.91% | 4.45% | -1.49% | 3.92% | 2.08% | -0.33% | 4.90% | -4.66% | 30.81% |
| 2023 | 7.28% | -3.24% | 5.90% | 3.24% | 2.55% | 6.04% | 4.16% | -0.97% | -3.18% | -0.94% | 8.20% | 1.24% | 33.73% |
| 2022 | -7.15% | -6.10% | 3.28% | -11.56% | -1.29% | -8.78% | 9.10% | -4.00% | -8.18% | 4.69% | 5.23% | -13.71% | -34.44% |
| 2021 | -1.07% | -0.72% | 2.07% | 7.02% | 0.22% | 4.11% | 2.13% | 4.54% | -5.99% | 6.96% | -0.10% | -6.76% | 11.93% |
| 2020 | 2.12% | -6.57% | -10.09% | 14.54% | 6.46% | 4.05% | 7.17% | 9.63% | -4.85% | -3.18% | 8.36% | -4.23% | 22.25% |
| 2019 | 9.45% | 1.49% | 2.21% | 4.88% | -5.72% | 6.63% | 0.91% | -1.80% | -1.53% | 2.80% | 4.31% | -0.58% | 24.52% |
| 2018 | 9.28% | -3.76% | -3.52% | 1.20% | 4.06% | 0.92% | 1.94% | 4.51% | 0.14% | -9.72% | 0.71% | -14.05% | -10.10% |
| 2017 | 4.37% | 3.20% | 1.56% | 2.82% | 3.59% | -0.40% | 3.54% | 1.61% | 0.85% | 4.73% | 1.59% | -4.95% | 24.51% |
| 2016 | -5.71% | -1.87% | 5.59% | 0.25% | 1.67% | -1.51% | 4.48% | 0.27% | 0.43% | -1.67% | 0.60% | -2.23% | -0.21% |
| 2015 | -1.34% | 4.97% | -0.49% | -0.84% | 2.16% | -0.29% | 3.46% | -5.96% | -2.06% | 7.08% | 0.64% | -5.23% | 1.30% |
| 2014 | -2.24% | 5.57% | -2.64% | -1.79% | 3.30% | 2.41% | -1.44% | 4.44% | -1.14% | 1.48% | 2.15% | 0.12% | 10.29% |
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 61, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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 | 1.85 | 2.51 | 1.34 | 2.24 | 9.80 |
Dividends
Dividend yield
Fidelity Contra provided a 0.08% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.08% | 0.08% | 0.48% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.30% | 0.31% | 7.55% |
| Portfolio components: | ||||||||||||
FCNTX Fidelity Contrafund Fund | 0.08% | 0.08% | 0.48% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.30% | 0.31% | 7.55% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.02 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2022 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.29 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2014 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.74 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 48.48%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current Fidelity Contra drawdown is 1.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.48% | Nov 7, 2007 | 335 | Mar 9, 2009 | 538 | Apr 26, 2011 | 873 |
| -42.13% | Nov 22, 2021 | 277 | Dec 28, 2022 | 379 | Jul 3, 2024 | 656 |
| -37.86% | Jan 7, 1981 | 405 | Aug 12, 1982 | 178 | Apr 26, 1983 | 583 |
| -36.78% | Aug 26, 1987 | 71 | Dec 4, 1987 | 350 | Apr 25, 1989 | 421 |
| -34.51% | Jan 10, 1984 | 137 | Jul 24, 1984 | 410 | Mar 10, 1986 | 547 |
Volatility
Volatility Chart
The current Fidelity Contra volatility is 5.11%, 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.