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 0.31, 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:
0.49
FIDKX:
1.15
ES:
0.84
FIDKX:
1.62
ES:
1.10
FIDKX:
1.20
ES:
0.26
FIDKX:
0.63
ES:
1.71
FIDKX:
4.22
ES:
6.30%
FIDKX:
3.68%
ES:
21.84%
FIDKX:
13.56%
ES:
-65.47%
FIDKX:
-55.92%
ES:
-31.85%
FIDKX:
-13.87%
Returns By Period
In the year-to-date period, ES achieves a 0.77% return, which is significantly lower than FIDKX's 1.57% return. Over the past 10 years, ES has underperformed FIDKX with an annualized return of 3.73%, while FIDKX has yielded a comparatively higher 4.23% annualized return.
ES
0.77%
1.62%
-4.12%
13.58%
-5.27%
3.73%
FIDKX
1.57%
2.04%
-2.06%
13.34%
2.86%
4.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 4.94%, more than FIDKX's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ES Eversource Energy | 4.94% | 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 | 2.97% | 3.01% | 2.02% | 0.47% | 3.08% | 0.55% | 1.82% | 1.49% | 1.22% | 1.83% | 2.36% | 1.64% |
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 -55.92%. 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) has a higher volatility of 5.61% compared to Fidelity International Discovery Fund Class K (FIDKX) at 3.92%. 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.