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FBGRX vs. FLCNX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FBGRX and FLCNX is 0.90, 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

FBGRX vs. FLCNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Contrafund K6 (FLCNX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FBGRX:

0.42

FLCNX:

0.83

Sortino Ratio

FBGRX:

0.68

FLCNX:

1.17

Omega Ratio

FBGRX:

1.09

FLCNX:

1.16

Calmar Ratio

FBGRX:

0.37

FLCNX:

0.83

Martin Ratio

FBGRX:

1.13

FLCNX:

2.84

Ulcer Index

FBGRX:

8.83%

FLCNX:

5.93%

Daily Std Dev

FBGRX:

28.42%

FLCNX:

22.66%

Max Drawdown

FBGRX:

-58.02%

FLCNX:

-32.07%

Current Drawdown

FBGRX:

-8.03%

FLCNX:

-2.77%

Returns By Period

In the year-to-date period, FBGRX achieves a -3.61% return, which is significantly lower than FLCNX's 5.11% return.


FBGRX

YTD

-3.61%

1M

10.21%

6M

-2.33%

1Y

11.83%

3Y*

21.83%

5Y*

18.42%

10Y*

16.86%

FLCNX

YTD

5.11%

1M

8.80%

6M

3.78%

1Y

18.62%

3Y*

21.83%

5Y*

17.27%

10Y*

N/A

*Annualized

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Fidelity Blue Chip Growth Fund

Fidelity Contrafund K6

FBGRX vs. FLCNX - Expense Ratio Comparison

FBGRX has a 0.79% expense ratio, which is higher than FLCNX's 0.45% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FBGRX vs. FLCNX — Risk-Adjusted Performance Rank

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

FBGRX
The Risk-Adjusted Performance Rank of FBGRX is 3131
Overall Rank
The Sharpe Ratio Rank of FBGRX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGRX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of FBGRX is 3232
Omega Ratio Rank
The Calmar Ratio Rank of FBGRX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of FBGRX is 2929
Martin Ratio Rank

FLCNX
The Risk-Adjusted Performance Rank of FLCNX is 6565
Overall Rank
The Sharpe Ratio Rank of FLCNX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of FLCNX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of FLCNX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of FLCNX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of FLCNX is 6363
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.

FBGRX vs. FLCNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Contrafund K6 (FLCNX). 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 FBGRX Sharpe Ratio is 0.42, which is lower than the FLCNX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of FBGRX and FLCNX, 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FBGRX vs. FLCNX - Dividend Comparison

FBGRX's dividend yield for the trailing twelve months is around 6.17%, more than FLCNX's 0.41% yield.


TTM20242023202220212020201920182017201620152014
FBGRX
Fidelity Blue Chip Growth Fund
6.17%5.95%0.93%0.57%8.73%6.40%3.70%6.32%4.28%4.05%5.30%5.96%
FLCNX
Fidelity Contrafund K6
0.41%0.36%0.49%1.18%0.46%0.21%0.30%0.33%0.15%0.00%0.00%0.00%

Drawdowns

FBGRX vs. FLCNX - Drawdown Comparison

The maximum FBGRX drawdown since its inception was -58.02%, which is greater than FLCNX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for FBGRX and FLCNX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FBGRX vs. FLCNX - Volatility Comparison

Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 6.52% compared to Fidelity Contrafund K6 (FLCNX) at 5.18%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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