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Fidelity Contrafund Fund (FCNKX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3160717035
CUSIP316071703
IssuerFidelity
CategoryLarge Cap Growth Equities
Min. Investment$0
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

The Fidelity Contrafund Fund has a high expense ratio of 0.74%, indicating higher-than-average management fees.


Expense ratio chart for FCNKX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Fidelity Contrafund Fund

Popular comparisons: FCNKX vs. FXAIX, FCNKX vs. QQQ, FCNKX vs. FLCNX, FCNKX vs. SPY, FCNKX vs. VOO, FCNKX vs. DIVO, FCNKX vs. XYLD, FCNKX vs. FNILX, FCNKX vs. VFIAX, FCNKX vs. OAKMX

Performance

Performance Chart

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


0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
26.62%
18.82%
FCNKX (Fidelity Contrafund Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fidelity Contrafund Fund had a return of 13.71% year-to-date (YTD) and 40.19% in the last 12 months. Over the past 10 years, Fidelity Contrafund Fund had an annualized return of 14.33%, outperforming the S&P 500 benchmark which had an annualized return of 10.42%.


PeriodReturnBenchmark
Year-To-Date13.71%5.05%
1 month-4.38%-4.27%
6 months26.62%18.82%
1 year40.19%21.22%
5 years (annualized)15.89%11.38%
10 years (annualized)14.33%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20244.83%9.42%2.86%
2023-3.23%-0.94%8.23%3.99%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FCNKX is 96, placing it in the top 4% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of FCNKX is 9696
Fidelity Contrafund Fund(FCNKX)
The Sharpe Ratio Rank of FCNKX is 9797Sharpe Ratio Rank
The Sortino Ratio Rank of FCNKX is 9696Sortino Ratio Rank
The Omega Ratio Rank of FCNKX is 9595Omega Ratio Rank
The Calmar Ratio Rank of FCNKX is 9494Calmar Ratio Rank
The Martin Ratio Rank of FCNKX is 9797Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FCNKX
Sharpe ratio
The chart of Sharpe ratio for FCNKX, currently valued at 2.92, compared to the broader market-1.000.001.002.003.004.002.92
Sortino ratio
The chart of Sortino ratio for FCNKX, currently valued at 4.20, compared to the broader market-2.000.002.004.006.008.0010.0012.004.20
Omega ratio
The chart of Omega ratio for FCNKX, currently valued at 1.53, compared to the broader market0.501.001.502.002.503.001.53
Calmar ratio
The chart of Calmar ratio for FCNKX, currently valued at 1.90, compared to the broader market0.002.004.006.008.0010.0012.001.90
Martin ratio
The chart of Martin ratio for FCNKX, currently valued at 22.05, compared to the broader market0.0020.0040.0060.0022.05
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-1.000.001.002.003.004.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-2.000.002.004.006.008.0010.0012.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.502.002.503.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.002.004.006.008.0010.0012.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0020.0040.0060.007.21

Sharpe Ratio

The current Fidelity Contrafund Fund Sharpe ratio is 2.92. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2024FebruaryMarchApril
2.92
1.81
FCNKX (Fidelity Contrafund Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Contrafund Fund granted a 2.91% dividend yield in the last twelve months. The annual payout for that period amounted to $0.53 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.53$0.70$1.66$2.03$1.34$0.57$1.01$0.77$0.39$0.04$0.76$0.78

Dividend yield

2.91%4.31%13.69%10.77%8.00%4.15%9.14%6.26%3.92%0.41%7.77%8.11%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Contrafund Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.02$0.00
2023$0.00$0.19$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.51
2022$0.22$0.22$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.23
2021$0.00$0.40$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.63
2020$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.25
2019$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.46
2018$0.00$0.19$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.82
2017$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.70
2016$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04
2014$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.66
2013$0.07$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.70

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
-4.68%
-4.64%
FCNKX (Fidelity Contrafund Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Contrafund Fund. 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 Contrafund Fund was 46.44%, occurring on Mar 9, 2009. Recovery took 467 trading sessions.

The current Fidelity Contrafund Fund drawdown is 4.68%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.44%May 19, 2008202Mar 9, 2009467Jan 12, 2011669
-31.77%Nov 22, 2021224Oct 12, 2022312Jan 10, 2024536
-29.35%Feb 20, 202023Mar 23, 202055Jun 10, 202078
-22.56%Aug 30, 201880Dec 24, 201884Apr 26, 2019164
-18.5%Jul 21, 2015140Feb 8, 2016242Jan 24, 2017382

Volatility

Volatility Chart

The current Fidelity Contrafund Fund volatility is 3.93%, 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
3.93%
3.30%
FCNKX (Fidelity Contrafund Fund)
Benchmark (^GSPC)