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 0.39, 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
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Key characteristics
ES:
0.33
FIDKX:
0.55
ES:
0.61
FIDKX:
1.02
ES:
1.08
FIDKX:
1.14
ES:
0.23
FIDKX:
0.58
ES:
0.92
FIDKX:
2.85
ES:
8.67%
FIDKX:
4.29%
ES:
24.52%
FIDKX:
18.65%
ES:
-65.47%
FIDKX:
-56.79%
ES:
-24.73%
FIDKX:
-5.42%
Returns By Period
The year-to-date returns for both investments are quite close, with ES having a 11.30% return and FIDKX slightly higher at 11.53%. Over the past 10 years, ES has outperformed FIDKX with an annualized return of 5.97%, while FIDKX has yielded a comparatively lower 3.98% annualized return.
ES
11.30%
8.92%
5.25%
8.05%
-0.26%
5.97%
FIDKX
11.53%
7.56%
9.74%
10.22%
8.30%
3.98%
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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.
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Dividends
ES vs. FIDKX - Dividend Comparison
ES's dividend yield for the trailing twelve months is around 4.71%, more than FIDKX's 2.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ES Eversource Energy | 4.71% | 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 | 2.70% | 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.
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Volatility
ES vs. FIDKX - Volatility Comparison
Eversource Energy (ES) has a higher volatility of 8.00% compared to Fidelity International Discovery Fund Class K (FIDKX) at 2.96%. This indicates that ES's price experiences larger fluctuations and is considered to be riskier than FIDKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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