ES vs. FIDKX
Compare and contrast key facts about Eversource Energy (ES) and Fidelity International Discovery Fund Class K (FIDKX).
FIDKX is managed by Fidelity. It was launched on May 9, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ES or FIDKX.
Correlation
The correlation between ES and FIDKX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ES vs. FIDKX - Performance Comparison
Key characteristics
ES:
0.20
FIDKX:
-0.27
ES:
0.43
FIDKX:
-0.25
ES:
1.05
FIDKX:
0.97
ES:
0.13
FIDKX:
-0.23
ES:
0.60
FIDKX:
-1.14
ES:
7.75%
FIDKX:
3.97%
ES:
22.67%
FIDKX:
16.54%
ES:
-65.47%
FIDKX:
-56.79%
ES:
-30.46%
FIDKX:
-19.34%
Returns By Period
In the year-to-date period, ES achieves a 2.81% return, which is significantly higher than FIDKX's -4.88% return. Over the past 10 years, ES has outperformed FIDKX with an annualized return of 5.03%, while FIDKX has yielded a comparatively lower 2.59% annualized return.
ES
2.81%
-4.33%
-8.57%
4.49%
-2.69%
5.03%
FIDKX
-4.88%
-12.09%
-9.71%
-4.05%
6.47%
2.59%
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Risk-Adjusted Performance
ES vs. FIDKX — Risk-Adjusted Performance Rank
ES
FIDKX
ES vs. FIDKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eversource Energy (ES) and Fidelity International Discovery Fund Class K (FIDKX). 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.
Dividends
ES vs. FIDKX - Dividend Comparison
ES's dividend yield for the trailing twelve months is around 4.97%, more than FIDKX's 3.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ES Eversource Energy | 4.97% | 4.98% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% | 2.93% |
FIDKX Fidelity International Discovery Fund Class K | 3.17% | 3.01% | 2.02% | 0.47% | 3.08% | 0.55% | 1.82% | 1.49% | 1.22% | 1.83% | 1.19% | 0.82% |
Drawdowns
ES vs. FIDKX - Drawdown Comparison
The maximum ES drawdown since its inception was -65.47%, which is greater than FIDKX's maximum drawdown of -56.79%. Use the drawdown chart below to compare losses from any high point for ES and FIDKX. For additional features, visit the drawdowns tool.
Volatility
ES vs. FIDKX - Volatility Comparison
Eversource Energy (ES) and Fidelity International Discovery Fund Class K (FIDKX) have volatilities of 9.45% and 9.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.