ES vs. FLPKX
Compare and contrast key facts about Eversource Energy (ES) and Fidelity Low-Priced Stock Fund Class K (FLPKX).
FLPKX is managed by T. Rowe Price. 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 FLPKX.
Key characteristics
| ES | FLPKX | |
|---|---|---|
| YTD Return | 2.49% | 13.95% |
| 1Y Return | 18.84% | 26.82% |
| 3Y Return (Ann) | -5.95% | 7.17% |
| 5Y Return (Ann) | -2.29% | 12.31% |
| 10Y Return (Ann) | 5.67% | 9.79% |
| Sharpe Ratio | 0.74 | 2.19 |
| Sortino Ratio | 1.19 | 3.05 |
| Omega Ratio | 1.15 | 1.39 |
| Calmar Ratio | 0.44 | 3.71 |
| Martin Ratio | 2.59 | 12.89 |
| Ulcer Index | 6.91% | 2.17% |
| Daily Std Dev | 24.35% | 12.77% |
| Max Drawdown | -65.47% | -50.24% |
| Current Drawdown | -28.94% | 0.00% |
Correlation
The correlation between ES and FLPKX is 0.33, 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. FLPKX - Performance Comparison
In the year-to-date period, ES achieves a 2.49% return, which is significantly lower than FLPKX's 13.95% return. Over the past 10 years, ES has underperformed FLPKX with an annualized return of 5.67%, while FLPKX has yielded a comparatively higher 9.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ES vs. FLPKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eversource Energy (ES) and Fidelity Low-Priced Stock Fund Class K (FLPKX). 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. FLPKX - Dividend Comparison
ES's dividend yield for the trailing twelve months is around 4.62%, more than FLPKX's 2.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ES Eversource Energy | 4.62% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% | 2.93% | 3.47% |
FLPKX Fidelity Low-Priced Stock Fund Class K | 2.16% | 2.11% | 1.28% | 1.63% | 1.85% | 1.86% | 2.06% | 1.55% | 1.30% | 5.31% | 7.13% | 7.66% |
Drawdowns
ES vs. FLPKX - Drawdown Comparison
The maximum ES drawdown since its inception was -65.47%, which is greater than FLPKX's maximum drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for ES and FLPKX. For additional features, visit the drawdowns tool.
Volatility
ES vs. FLPKX - Volatility Comparison
Eversource Energy (ES) has a higher volatility of 7.00% compared to Fidelity Low-Priced Stock Fund Class K (FLPKX) at 4.09%. This indicates that ES's price experiences larger fluctuations and is considered to be riskier than FLPKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.