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

Key characteristics


FCNKXFPUKX
YTD Return37.33%19.91%
1Y Return39.99%25.59%
3Y Return (Ann)3.00%1.48%
5Y Return (Ann)10.86%5.90%
10Y Return (Ann)9.07%4.95%
Sharpe Ratio2.702.72
Sortino Ratio3.623.81
Omega Ratio1.501.51
Calmar Ratio1.761.22
Martin Ratio16.7516.49
Ulcer Index2.51%1.67%
Daily Std Dev15.51%10.10%
Max Drawdown-46.44%-37.26%
Current Drawdown-0.31%-2.29%

Correlation

-0.50.00.51.00.9

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.

Performance

FCNKX vs. FPUKX - Performance Comparison

In the year-to-date period, FCNKX achieves a 37.33% return, which is significantly higher than FPUKX's 19.91% return. Over the past 10 years, FCNKX has outperformed FPUKX with an annualized return of 9.07%, while FPUKX has yielded a comparatively lower 4.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
14.23%
8.78%
FCNKX
FPUKX

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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.


FCNKX
Sharpe ratio
The chart of Sharpe ratio for FCNKX, currently valued at 2.70, compared to the broader market0.002.004.002.70
Sortino ratio
The chart of Sortino ratio for FCNKX, currently valued at 3.62, compared to the broader market0.005.0010.003.62
Omega ratio
The chart of Omega ratio for FCNKX, currently valued at 1.50, compared to the broader market1.002.003.004.001.50
Calmar ratio
The chart of Calmar ratio for FCNKX, currently valued at 1.76, compared to the broader market0.005.0010.0015.0020.0025.001.76
Martin ratio
The chart of Martin ratio for FCNKX, currently valued at 16.75, compared to the broader market0.0020.0040.0060.0080.00100.0016.75
FPUKX
Sharpe ratio
The chart of Sharpe ratio for FPUKX, currently valued at 2.72, compared to the broader market0.002.004.002.72
Sortino ratio
The chart of Sortino ratio for FPUKX, currently valued at 3.81, compared to the broader market0.005.0010.003.81
Omega ratio
The chart of Omega ratio for FPUKX, currently valued at 1.51, compared to the broader market1.002.003.004.001.51
Calmar ratio
The chart of Calmar ratio for FPUKX, currently valued at 1.22, compared to the broader market0.005.0010.0015.0020.0025.001.22
Martin ratio
The chart of Martin ratio for FPUKX, currently valued at 16.49, compared to the broader market0.0020.0040.0060.0080.00100.0016.49

FCNKX vs. FPUKX - Sharpe Ratio Comparison

The current FCNKX Sharpe Ratio is 2.70, which is comparable to the FPUKX Sharpe Ratio of 2.72. 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 Ratio1.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
2.70
2.72
FCNKX
FPUKX

Dividends

FCNKX vs. FPUKX - Dividend Comparison

FCNKX's dividend yield for the trailing twelve months is around 0.46%, less than FPUKX's 9.56% yield.


TTM20232022202120202019201820172016201520142013
FCNKX
Fidelity Contrafund Fund
0.46%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
9.56%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%JuneJulyAugustSeptemberOctoberNovember
-0.31%
-2.29%
FCNKX
FPUKX

Volatility

FCNKX vs. FPUKX - Volatility Comparison

Fidelity Contrafund Fund (FCNKX) has a higher volatility of 4.41% compared to Fidelity Puritan Fund Class K (FPUKX) at 2.77%. 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%JuneJulyAugustSeptemberOctoberNovember
4.41%
2.77%
FCNKX
FPUKX