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

Correlation

The correlation between FCNKX and FPUKX is 0.93, 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

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.

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Key characteristics

Sharpe Ratio

FCNKX:

0.64

FPUKX:

-0.24

Sortino Ratio

FCNKX:

1.05

FPUKX:

-0.19

Omega Ratio

FCNKX:

1.15

FPUKX:

0.97

Calmar Ratio

FCNKX:

0.73

FPUKX:

-0.16

Martin Ratio

FCNKX:

2.50

FPUKX:

-0.53

Ulcer Index

FCNKX:

5.77%

FPUKX:

6.41%

Daily Std Dev

FCNKX:

21.81%

FPUKX:

15.47%

Max Drawdown

FCNKX:

-46.44%

FPUKX:

-37.26%

Current Drawdown

FCNKX:

-8.61%

FPUKX:

-14.63%

Returns By Period

In the year-to-date period, FCNKX achieves a -1.08% return, which is significantly higher than FPUKX's -3.47% return. Over the past 10 years, FCNKX has outperformed FPUKX with an annualized return of 14.44%, while FPUKX has yielded a comparatively lower 3.09% annualized return.


FCNKX

YTD

-1.08%

1M

3.76%

6M

-2.34%

1Y

13.85%

5Y*

17.36%

10Y*

14.44%

FPUKX

YTD

-3.47%

1M

2.89%

6M

-6.23%

1Y

-3.64%

5Y*

3.03%

10Y*

3.09%

*Annualized

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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.


Risk-Adjusted Performance

FCNKX vs. FPUKX — Risk-Adjusted Performance Rank

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

FCNKX
The Risk-Adjusted Performance Rank of FCNKX is 7070
Overall Rank
The Sharpe Ratio Rank of FCNKX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of FCNKX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FCNKX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of FCNKX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of FCNKX is 6969
Martin Ratio Rank

FPUKX
The Risk-Adjusted Performance Rank of FPUKX is 1010
Overall Rank
The Sharpe Ratio Rank of FPUKX is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of FPUKX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of FPUKX is 1010
Omega Ratio Rank
The Calmar Ratio Rank of FPUKX is 1010
Calmar Ratio Rank
The Martin Ratio Rank of FPUKX is 1010
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.

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.


The current FCNKX Sharpe Ratio is 0.64, which is higher than the FPUKX Sharpe Ratio of -0.24. 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.


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Dividends

FCNKX vs. FPUKX - Dividend Comparison

FCNKX's dividend yield for the trailing twelve months is around 0.12%, less than FPUKX's 1.92% yield.


TTM20242023202220212020201920182017201620152014
FCNKX
Fidelity Contrafund Fund
0.12%0.19%0.54%2.50%0.00%0.00%0.00%0.00%0.18%0.40%0.41%7.77%
FPUKX
Fidelity Puritan Fund Class K
1.92%1.81%1.78%1.70%1.09%1.17%1.61%1.93%1.42%1.86%8.08%9.90%

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.


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Volatility

FCNKX vs. FPUKX - Volatility Comparison


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