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APGYX vs. FCNTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between APGYX and FCNTX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

APGYX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Large Cap Growth Fund Advisor Class (APGYX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

APGYX:

0.51

FCNTX:

0.81

Sortino Ratio

APGYX:

0.94

FCNTX:

1.37

Omega Ratio

APGYX:

1.13

FCNTX:

1.19

Calmar Ratio

APGYX:

0.60

FCNTX:

1.01

Martin Ratio

APGYX:

1.89

FCNTX:

3.46

Ulcer Index

APGYX:

6.82%

FCNTX:

5.80%

Daily Std Dev

APGYX:

22.89%

FCNTX:

22.14%

Max Drawdown

APGYX:

-66.33%

FCNTX:

-48.74%

Current Drawdown

APGYX:

-4.22%

FCNTX:

-3.81%

Returns By Period

In the year-to-date period, APGYX achieves a 1.76% return, which is significantly lower than FCNTX's 4.09% return. Both investments have delivered pretty close results over the past 10 years, with APGYX having a 15.09% annualized return and FCNTX not far ahead at 15.18%.


APGYX

YTD

1.76%

1M

15.78%

6M

3.49%

1Y

11.53%

5Y*

15.67%

10Y*

15.09%

FCNTX

YTD

4.09%

1M

14.50%

6M

5.81%

1Y

18.42%

5Y*

18.56%

10Y*

15.18%

*Annualized

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APGYX vs. FCNTX - Expense Ratio Comparison

APGYX has a 0.59% expense ratio, which is higher than FCNTX's 0.39% expense ratio.


Risk-Adjusted Performance

APGYX vs. FCNTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APGYX
The Risk-Adjusted Performance Rank of APGYX is 5656
Overall Rank
The Sharpe Ratio Rank of APGYX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of APGYX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of APGYX is 5454
Omega Ratio Rank
The Calmar Ratio Rank of APGYX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of APGYX is 5252
Martin Ratio Rank

FCNTX
The Risk-Adjusted Performance Rank of FCNTX is 7979
Overall Rank
The Sharpe Ratio Rank of FCNTX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of FCNTX is 7777
Sortino Ratio Rank
The Omega Ratio Rank of FCNTX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of FCNTX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of FCNTX is 7676
Martin 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.

APGYX vs. FCNTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and Fidelity Contrafund Fund (FCNTX). 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.


The current APGYX Sharpe Ratio is 0.51, which is lower than the FCNTX Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of APGYX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

APGYX vs. FCNTX - Dividend Comparison

APGYX's dividend yield for the trailing twelve months is around 6.47%, more than FCNTX's 4.80% yield.


TTM20242023202220212020201920182017201620152014
APGYX
AB Large Cap Growth Fund Advisor Class
6.47%6.58%1.65%0.86%7.17%2.59%3.43%9.08%3.77%2.67%8.57%14.37%
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%

Drawdowns

APGYX vs. FCNTX - Drawdown Comparison

The maximum APGYX drawdown since its inception was -66.33%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for APGYX and FCNTX. For additional features, visit the drawdowns tool.


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Volatility

APGYX vs. FCNTX - Volatility Comparison

The current volatility for AB Large Cap Growth Fund Advisor Class (APGYX) is 6.20%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 7.03%. This indicates that APGYX experiences smaller price fluctuations and is considered to be less risky than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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