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Fidelity Contrafund K6 (FLCNX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3160718363
CUSIP316071836
IssuerFidelity
Inception DateMay 25, 2017
CategoryLarge Cap Growth Equities
Min. Investment$0
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

FLCNX has a high expense ratio of 0.45%, indicating higher-than-average management fees.


Expense ratio chart for FLCNX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

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 K6

Popular comparisons: FLCNX vs. FCNTX, FLCNX vs. FXAIX, FLCNX vs. FGKFX, FLCNX vs. FCNKX, FLCNX vs. VTI, FLCNX vs. VOO, FLCNX vs. VIGAX, FLCNX vs. FBGRX, FLCNX vs. BRK-B, FLCNX vs. VGT

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Contrafund K6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


80.00%100.00%120.00%140.00%160.00%180.00%December2024FebruaryMarchAprilMay
179.63%
117.54%
FLCNX (Fidelity Contrafund K6)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fidelity Contrafund K6 had a return of 18.51% year-to-date (YTD) and 42.98% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date18.51%10.00%
1 month1.45%2.41%
6 months24.04%16.70%
1 year42.98%26.85%
5 years (annualized)16.49%12.81%
10 years (annualized)N/A10.84%

Monthly Returns

The table below presents the monthly returns of FLCNX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.77%9.01%3.08%-4.39%18.51%
20237.19%-1.80%5.48%2.84%2.45%6.00%4.03%-0.83%-3.35%-1.01%8.26%3.91%37.67%
2022-8.35%-4.66%3.15%-11.32%-1.24%-8.67%8.96%-3.84%-7.81%5.50%5.10%-5.63%-27.13%
2021-1.38%1.45%2.01%7.06%0.24%4.11%2.28%4.45%-5.92%7.07%-0.09%1.29%24.21%
20202.14%-6.00%-10.09%13.94%6.33%3.97%7.00%9.57%-4.72%-3.13%7.94%3.03%30.85%
20199.66%2.30%2.33%4.80%-5.63%6.68%0.89%-1.85%-1.28%2.90%4.52%2.80%30.91%
20189.42%-2.33%-3.62%1.20%4.14%0.97%1.69%4.66%0.23%-9.79%0.75%-7.91%-2.16%
2017-0.60%3.50%1.74%0.85%4.80%1.71%0.42%12.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FLCNX is 95, placing it in the top 5% of mutual funds on our website 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 FLCNX is 9595
FLCNX (Fidelity Contrafund K6)
The Sharpe Ratio Rank of FLCNX is 9797Sharpe Ratio Rank
The Sortino Ratio Rank of FLCNX is 9595Sortino Ratio Rank
The Omega Ratio Rank of FLCNX is 9494Omega Ratio Rank
The Calmar Ratio Rank of FLCNX is 9191Calmar Ratio Rank
The Martin Ratio Rank of FLCNX 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 K6 (FLCNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FLCNX
Sharpe ratio
The chart of Sharpe ratio for FLCNX, currently valued at 3.24, compared to the broader market-1.000.001.002.003.004.003.24
Sortino ratio
The chart of Sortino ratio for FLCNX, currently valued at 4.56, compared to the broader market-2.000.002.004.006.008.0010.0012.004.56
Omega ratio
The chart of Omega ratio for FLCNX, currently valued at 1.57, compared to the broader market0.501.001.502.002.503.003.501.57
Calmar ratio
The chart of Calmar ratio for FLCNX, currently valued at 2.29, compared to the broader market0.002.004.006.008.0010.0012.002.29
Martin ratio
The chart of Martin ratio for FLCNX, currently valued at 22.29, compared to the broader market0.0020.0040.0060.0022.29
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.35, compared to the broader market-1.000.001.002.003.004.002.35
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.33, compared to the broader market-2.000.002.004.006.008.0010.0012.003.33
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.002.503.003.501.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, 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 ^GSPC, currently valued at 9.02, compared to the broader market0.0020.0040.0060.009.02

Sharpe Ratio

The current Fidelity Contrafund K6 Sharpe ratio is 3.24. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Contrafund K6 with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00December2024FebruaryMarchAprilMay
3.24
2.35
FLCNX (Fidelity Contrafund K6)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Contrafund K6 granted a 0.45% dividend yield in the last twelve months. The annual payout for that period amounted to $0.12 per share.


PeriodTTM2023202220212020201920182017
Dividend$0.12$0.11$0.20$0.11$0.04$0.04$0.04$0.02

Dividend yield

0.45%0.49%1.18%0.46%0.21%0.30%0.33%0.15%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Contrafund K6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.03$0.00$0.00$0.00$0.03
2023$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.11
2022$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.20
2021$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.11
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2017$0.02$0.02

Drawdowns

Drawdowns Chart

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


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%December2024FebruaryMarchAprilMay
-0.26%
-0.15%
FLCNX (Fidelity Contrafund K6)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Contrafund K6. 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 K6 was 32.07%, occurring on Sep 30, 2022. Recovery took 325 trading sessions.

The current Fidelity Contrafund K6 drawdown is 0.26%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.07%Nov 22, 2021216Sep 30, 2022325Jan 18, 2024541
-29.4%Feb 20, 202023Mar 23, 202063Jun 22, 202086
-22.49%Sep 28, 201860Dec 24, 201884Apr 26, 2019144
-10.8%Sep 3, 202014Sep 23, 202069Dec 31, 202083
-9.73%Jan 29, 20189Feb 8, 201820Mar 9, 201829

Volatility

Volatility Chart

The current Fidelity Contrafund K6 volatility is 4.51%, 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%December2024FebruaryMarchAprilMay
4.51%
3.35%
FLCNX (Fidelity Contrafund K6)
Benchmark (^GSPC)