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

Correlation

The correlation between FBSOX and FCNTX is 0.82, 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.


-0.50.00.51.00.8

Performance

FBSOX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select IT Services Portfolio (FBSOX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

800.00%850.00%900.00%950.00%1,000.00%JulyAugustSeptemberOctoberNovemberDecember
986.44%
919.65%
FBSOX
FCNTX

Key characteristics

Sharpe Ratio

FBSOX:

0.29

FCNTX:

1.94

Sortino Ratio

FBSOX:

0.48

FCNTX:

2.61

Omega Ratio

FBSOX:

1.07

FCNTX:

1.36

Calmar Ratio

FBSOX:

0.10

FCNTX:

1.40

Martin Ratio

FBSOX:

0.49

FCNTX:

11.91

Ulcer Index

FBSOX:

9.63%

FCNTX:

2.64%

Daily Std Dev

FBSOX:

16.32%

FCNTX:

16.17%

Max Drawdown

FBSOX:

-54.04%

FCNTX:

-48.74%

Current Drawdown

FBSOX:

-35.67%

FCNTX:

-7.32%

Returns By Period

In the year-to-date period, FBSOX achieves a 7.71% return, which is significantly lower than FCNTX's 30.67% return. Over the past 10 years, FBSOX has underperformed FCNTX with an annualized return of 6.58%, while FCNTX has yielded a comparatively higher 8.19% annualized return.


FBSOX

YTD

7.71%

1M

-0.47%

6M

20.00%

1Y

4.05%

5Y*

-2.30%

10Y*

6.58%

FCNTX

YTD

30.67%

1M

-2.41%

6M

3.65%

1Y

30.67%

5Y*

9.50%

10Y*

8.19%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FBSOX vs. FCNTX - Expense Ratio Comparison

FBSOX has a 0.70% expense ratio, which is higher than FCNTX's 0.39% expense ratio.


FBSOX
Fidelity Select IT Services Portfolio
Expense ratio chart for FBSOX: current value at 0.70% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.70%
Expense ratio chart for FCNTX: current value at 0.39% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.39%

Risk-Adjusted Performance

FBSOX vs. FCNTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select IT Services Portfolio (FBSOX) 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.


Sharpe ratio
The chart of Sharpe ratio for FBSOX, currently valued at 0.29, compared to the broader market-1.000.001.002.003.004.000.291.94
The chart of Sortino ratio for FBSOX, currently valued at 0.48, compared to the broader market-2.000.002.004.006.008.0010.000.482.61
The chart of Omega ratio for FBSOX, currently valued at 1.07, compared to the broader market0.501.001.502.002.503.003.501.071.36
The chart of Calmar ratio for FBSOX, currently valued at 0.10, compared to the broader market0.005.0010.0015.000.101.40
The chart of Martin ratio for FBSOX, currently valued at 0.49, compared to the broader market0.0020.0040.0060.000.4911.91
FBSOX
FCNTX

The current FBSOX Sharpe Ratio is 0.29, which is lower than the FCNTX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of FBSOX 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.29
1.94
FBSOX
FCNTX

Dividends

FBSOX vs. FCNTX - Dividend Comparison

FBSOX's dividend yield for the trailing twelve months is around 0.01%, less than FCNTX's 0.02% yield.


TTM20232022202120202019201820172016201520142013
FBSOX
Fidelity Select IT Services Portfolio
0.01%0.01%0.02%0.00%0.01%0.04%0.06%0.04%0.32%2.98%0.44%2.84%
FCNTX
Fidelity Contrafund Fund
0.02%0.48%2.42%0.00%0.00%0.00%0.00%0.10%0.30%0.31%7.55%7.89%

Drawdowns

FBSOX vs. FCNTX - Drawdown Comparison

The maximum FBSOX drawdown since its inception was -54.04%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for FBSOX and FCNTX. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-35.67%
-7.32%
FBSOX
FCNTX

Volatility

FBSOX vs. FCNTX - Volatility Comparison

The current volatility for Fidelity Select IT Services Portfolio (FBSOX) is 4.67%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 5.47%. This indicates that FBSOX experiences smaller price fluctuations and is considered to be less risky than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.67%
5.47%
FBSOX
FCNTX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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