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FCNKX vs. FPUKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FCNKX and FPUKX is 0.94, 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.


-0.50.00.51.00.9

Performance

FCNKX vs. FPUKX - Performance Comparison

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

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
6.96%
4.93%
FCNKX
FPUKX

Key characteristics

Sharpe Ratio

FCNKX:

2.09

FPUKX:

1.78

Sortino Ratio

FCNKX:

2.78

FPUKX:

2.47

Omega Ratio

FCNKX:

1.39

FPUKX:

1.33

Calmar Ratio

FCNKX:

1.52

FPUKX:

0.92

Martin Ratio

FCNKX:

12.33

FPUKX:

10.53

Ulcer Index

FCNKX:

2.74%

FPUKX:

1.75%

Daily Std Dev

FCNKX:

16.18%

FPUKX:

10.39%

Max Drawdown

FCNKX:

-46.44%

FPUKX:

-37.26%

Current Drawdown

FCNKX:

-5.49%

FPUKX:

-4.05%

Returns By Period

In the year-to-date period, FCNKX achieves a 33.30% return, which is significantly higher than FPUKX's 17.94% return. Over the past 10 years, FCNKX has outperformed FPUKX with an annualized return of 8.44%, while FPUKX has yielded a comparatively lower 4.55% annualized return.


FCNKX

YTD

33.30%

1M

-1.74%

6M

6.96%

1Y

33.71%

5Y*

10.01%

10Y*

8.44%

FPUKX

YTD

17.94%

1M

-1.61%

6M

4.94%

1Y

18.39%

5Y*

5.08%

10Y*

4.55%

Compare stocks, funds, or ETFs

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


FCNKX vs. FPUKX - Expense Ratio Comparison

FCNKX has a 0.74% expense ratio, which is higher than FPUKX's 0.43% expense ratio.


FCNKX
Fidelity Contrafund Fund
Expense ratio chart for FCNKX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%
Expense ratio chart for FPUKX: current value at 0.43% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.43%

Risk-Adjusted Performance

FCNKX vs. FPUKX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNKX) and Fidelity Puritan Fund Class K (FPUKX). 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 FCNKX, currently valued at 2.09, compared to the broader market-1.000.001.002.003.004.002.091.78
The chart of Sortino ratio for FCNKX, currently valued at 2.78, compared to the broader market-2.000.002.004.006.008.0010.002.782.47
The chart of Omega ratio for FCNKX, currently valued at 1.39, compared to the broader market0.501.001.502.002.503.003.501.391.33
The chart of Calmar ratio for FCNKX, currently valued at 1.52, compared to the broader market0.002.004.006.008.0010.0012.0014.001.520.92
The chart of Martin ratio for FCNKX, currently valued at 12.33, compared to the broader market0.0020.0040.0060.0012.3310.53
FCNKX
FPUKX

The current FCNKX Sharpe Ratio is 2.09, which is comparable to the FPUKX Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of FCNKX and FPUKX, 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 Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
2.09
1.78
FCNKX
FPUKX

Dividends

FCNKX vs. FPUKX - Dividend Comparison

FCNKX's dividend yield for the trailing twelve months is around 0.07%, less than FPUKX's 1.33% yield.


TTM20232022202120202019201820172016201520142013
FCNKX
Fidelity Contrafund Fund
0.07%0.54%2.50%0.00%0.00%0.00%0.00%0.18%0.40%0.41%7.77%8.11%
FPUKX
Fidelity Puritan Fund Class K
1.33%1.78%1.70%1.09%1.17%1.61%1.93%1.42%1.86%8.08%9.90%10.42%

Drawdowns

FCNKX vs. FPUKX - Drawdown Comparison

The maximum FCNKX drawdown since its inception was -46.44%, which is greater than FPUKX's maximum drawdown of -37.26%. Use the drawdown chart below to compare losses from any high point for FCNKX and FPUKX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.49%
-4.05%
FCNKX
FPUKX

Volatility

FCNKX vs. FPUKX - Volatility Comparison

Fidelity Contrafund Fund (FCNKX) has a higher volatility of 5.56% compared to Fidelity Puritan Fund Class K (FPUKX) at 3.29%. This indicates that FCNKX's price experiences larger fluctuations and is considered to be riskier than FPUKX 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
5.56%
3.29%
FCNKX
FPUKX
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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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