WSJ RECCS
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 33.33% |
FCNTX Fidelity Contrafund Fund | Large Cap Growth Equities | 33.33% |
PXSGX Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 33.33% |
Performance
Performance Chart
Loading data...
The earliest data available for this chart is Jun 29, 2006, corresponding to the inception date of PXSGX
Returns By Period
As of May 17, 2025, the WSJ RECCS returned -1.71% Year-To-Date and 11.39% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.94% | 1.49% | 12.48% | 15.82% | 10.87% |
| WSJ RECCS | -1.71% | 14.77% | -4.34% | 7.38% | 9.63% | 11.39% |
| Portfolio components: | ||||||
FBGRX Fidelity Blue Chip Growth Fund | -3.28% | 19.12% | 0.29% | 6.88% | 14.51% | 12.27% |
FCNTX Fidelity Contrafund Fund | 4.09% | 14.50% | 5.81% | 18.42% | 18.54% | 15.17% |
PXSGX Virtus KAR Small-Cap Growth Fund | -6.02% | 10.72% | -18.55% | -4.87% | -4.56% | 5.81% |
Monthly Returns
The table below presents the monthly returns of WSJ RECCS, 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 | 2.54% | -4.32% | -7.27% | -0.86% | 8.97% | -1.71% | |||||||
| 2024 | 1.45% | 7.82% | 3.08% | -5.76% | 5.38% | 3.59% | 1.79% | 1.66% | 1.06% | -0.25% | 7.77% | -6.07% | 22.51% |
| 2023 | 11.82% | -1.41% | 4.23% | -0.37% | 2.51% | 7.06% | 5.45% | -1.48% | -4.76% | -3.80% | 8.31% | 4.49% | 35.34% |
| 2022 | -10.39% | -3.06% | 0.93% | -11.92% | -2.14% | -7.60% | 10.56% | -4.29% | -9.29% | 5.04% | 4.45% | -12.18% | -35.42% |
| 2021 | 0.53% | 2.11% | -1.40% | 5.73% | -1.82% | 4.99% | 1.78% | 3.59% | -6.76% | 6.21% | -0.79% | -4.51% | 9.13% |
| 2020 | 2.36% | -5.60% | -11.91% | 15.31% | 9.65% | 5.24% | 7.06% | 9.55% | -4.94% | -0.87% | 9.70% | 0.60% | 38.17% |
| 2019 | 8.90% | 5.62% | 2.34% | 6.05% | -5.77% | 5.69% | 1.45% | -1.44% | -3.46% | 3.34% | 4.61% | 1.91% | 32.20% |
| 2018 | 8.35% | -1.94% | -1.36% | 1.83% | 5.44% | 1.50% | 0.95% | 5.34% | -2.22% | -9.98% | 1.71% | -8.01% | 0.03% |
| 2017 | 4.17% | 3.19% | 1.66% | 3.16% | 4.10% | 0.16% | 3.24% | 2.01% | 1.34% | 3.50% | 1.79% | 0.84% | 33.26% |
| 2016 | -6.69% | 0.35% | 6.87% | 0.55% | 1.16% | -1.96% | 4.95% | 1.16% | 1.14% | -2.05% | 1.77% | 0.18% | 7.01% |
| 2015 | -1.59% | 5.44% | 0.74% | -1.30% | 1.94% | -0.06% | 1.59% | -7.10% | -2.66% | 7.77% | 2.13% | -2.29% | 3.85% |
| 2014 | -3.21% | 5.20% | -2.42% | -2.31% | 2.16% | 2.22% | -1.85% | 4.17% | -2.41% | 4.44% | 2.08% | -1.03% | 6.70% |
Expense Ratio
WSJ RECCS has an expense ratio of 0.75%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WSJ RECCS is 11, meaning it’s performing worse than 89% of other portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.24 | 0.59 | 1.08 | 0.30 | 0.88 |
FCNTX Fidelity Contrafund Fund | 0.84 | 1.33 | 1.19 | 0.98 | 3.34 |
PXSGX Virtus KAR Small-Cap Growth Fund | -0.19 | -0.07 | 0.99 | -0.08 | -0.29 |
Loading data...
Dividends
Dividend yield
WSJ RECCS provided a 5.36% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 5.36% | 4.93% | 3.19% | 10.32% | 8.37% | 5.88% | 1.89% | 3.86% | 2.06% | 2.24% | 4.46% | 8.00% |
| Portfolio components: | ||||||||||||
FBGRX Fidelity Blue Chip Growth Fund | 0.24% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
FCNTX Fidelity Contrafund Fund | 4.80% | 4.19% | 4.26% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 6.08% | 3.81% | 5.33% | 7.55% |
PXSGX Virtus KAR Small-Cap Growth Fund | 11.03% | 10.36% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% | 10.36% |
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the WSJ RECCS. 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 WSJ RECCS was 50.99%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.
The current WSJ RECCS drawdown is 9.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.99% | Nov 1, 2007 | 339 | Mar 9, 2009 | 484 | Feb 7, 2011 | 823 |
| -42.41% | Nov 17, 2021 | 280 | Dec 28, 2022 | 467 | Nov 6, 2024 | 747 |
| -31.29% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -25.68% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
| -23.26% | Aug 30, 2018 | 80 | Dec 24, 2018 | 80 | Apr 22, 2019 | 160 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 3 assets, with an effective number of assets of 3.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | PXSGX | FCNTX | FBGRX | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.81 | 0.93 | 0.91 | 0.92 |
| PXSGX | 0.81 | 1.00 | 0.79 | 0.80 | 0.91 |
| FCNTX | 0.93 | 0.79 | 1.00 | 0.95 | 0.95 |
| FBGRX | 0.91 | 0.80 | 0.95 | 1.00 | 0.96 |
| Portfolio | 0.92 | 0.91 | 0.95 | 0.96 | 1.00 |