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FAGKX vs. FCNTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FAGKX and FCNTX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

FAGKX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Strategies Fund Class K (FAGKX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FAGKX:

0.49

FCNTX:

0.63

Sortino Ratio

FAGKX:

0.83

FCNTX:

1.02

Omega Ratio

FAGKX:

1.12

FCNTX:

1.14

Calmar Ratio

FAGKX:

0.45

FCNTX:

0.71

Martin Ratio

FAGKX:

1.22

FCNTX:

2.30

Ulcer Index

FAGKX:

11.34%

FCNTX:

6.17%

Daily Std Dev

FAGKX:

28.55%

FCNTX:

22.42%

Max Drawdown

FAGKX:

-54.37%

FCNTX:

-48.74%

Current Drawdown

FAGKX:

-9.54%

FCNTX:

-4.18%

Returns By Period

In the year-to-date period, FAGKX achieves a 7.68% return, which is significantly higher than FCNTX's 3.28% return. Over the past 10 years, FAGKX has underperformed FCNTX with an annualized return of 7.90%, while FCNTX has yielded a comparatively higher 13.31% annualized return.


FAGKX

YTD

7.68%

1M

19.36%

6M

-4.39%

1Y

14.01%

5Y*

8.44%

10Y*

7.90%

FCNTX

YTD

3.28%

1M

11.50%

6M

-1.57%

1Y

13.96%

5Y*

16.50%

10Y*

13.31%

*Annualized

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FAGKX vs. FCNTX - Expense Ratio Comparison

FAGKX has a 0.52% expense ratio, which is higher than FCNTX's 0.39% expense ratio.


Risk-Adjusted Performance

FAGKX vs. FCNTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FAGKX
The Risk-Adjusted Performance Rank of FAGKX is 5151
Overall Rank
The Sharpe Ratio Rank of FAGKX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of FAGKX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of FAGKX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of FAGKX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of FAGKX is 4242
Martin Ratio Rank

FCNTX
The Risk-Adjusted Performance Rank of FCNTX is 6464
Overall Rank
The Sharpe Ratio Rank of FCNTX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of FCNTX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FCNTX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of FCNTX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of FCNTX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FAGKX vs. FCNTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) and Fidelity Contrafund Fund (FCNTX). 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.


The current FAGKX Sharpe Ratio is 0.49, which is comparable to the FCNTX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of FAGKX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

FAGKX vs. FCNTX - Dividend Comparison

FAGKX's dividend yield for the trailing twelve months is around 7.22%, more than FCNTX's 4.80% yield.


TTM20242023202220212020201920182017201620152014
FAGKX
Fidelity Growth Strategies Fund Class K
7.22%7.78%0.16%0.00%13.99%8.30%3.73%0.90%0.55%0.72%0.29%0.92%
FCNTX
Fidelity Contrafund Fund
4.80%4.19%4.26%13.65%10.80%8.01%4.16%9.14%6.08%3.81%5.33%7.55%

Drawdowns

FAGKX vs. FCNTX - Drawdown Comparison

The maximum FAGKX drawdown since its inception was -54.37%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for FAGKX and FCNTX. For additional features, visit the drawdowns tool.


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Volatility

FAGKX vs. FCNTX - Volatility Comparison

Fidelity Growth Strategies Fund Class K (FAGKX) has a higher volatility of 8.09% compared to Fidelity Contrafund Fund (FCNTX) at 7.03%. This indicates that FAGKX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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