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:
-0.06
FIDKX:
0.73
ES:
0.08
FIDKX:
1.06
ES:
1.01
FIDKX:
1.13
ES:
-0.03
FIDKX:
0.54
ES:
-0.18
FIDKX:
3.09
ES:
7.77%
FIDKX:
3.31%
ES:
23.56%
FIDKX:
14.06%
ES:
-65.47%
FIDKX:
-56.79%
ES:
-32.93%
FIDKX:
-11.02%
Returns By Period
In the year-to-date period, ES achieves a -3.28% return, which is significantly lower than FIDKX's 7.40% return. Over the past 10 years, ES has underperformed FIDKX with an annualized return of 3.96%, while FIDKX has yielded a comparatively higher 5.54% annualized return.
ES
-3.28%
-6.42%
1.92%
-1.99%
-4.39%
3.96%
FIDKX
7.40%
-3.89%
-4.39%
8.63%
4.74%
5.54%
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Risk-Adjusted Performance
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 5.02%, while FIDKX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ES Eversource Energy | 5.02% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% | 2.93% | 3.47% |
FIDKX Fidelity International Discovery Fund Class K | 0.00% | 2.02% | 0.47% | 3.08% | 0.55% | 1.82% | 1.49% | 1.22% | 1.83% | 1.19% | 0.82% | 3.38% |
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) has a higher volatility of 7.38% compared to Fidelity International Discovery Fund Class K (FIDKX) at 4.95%. 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.