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

Correlation

The correlation between FCNKX and VFIAX 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.


-0.50.00.51.00.9

Performance

FCNKX vs. VFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Contrafund Fund (FCNKX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%450.00%500.00%JulyAugustSeptemberOctoberNovemberDecember
297.92%
483.99%
FCNKX
VFIAX

Key characteristics

Sharpe Ratio

FCNKX:

2.17

VFIAX:

2.26

Sortino Ratio

FCNKX:

2.87

VFIAX:

3.00

Omega Ratio

FCNKX:

1.40

VFIAX:

1.42

Calmar Ratio

FCNKX:

1.57

VFIAX:

3.35

Martin Ratio

FCNKX:

12.71

VFIAX:

14.77

Ulcer Index

FCNKX:

2.76%

VFIAX:

1.92%

Daily Std Dev

FCNKX:

16.17%

VFIAX:

12.53%

Max Drawdown

FCNKX:

-46.44%

VFIAX:

-55.20%

Current Drawdown

FCNKX:

-4.57%

VFIAX:

-1.08%

Returns By Period

In the year-to-date period, FCNKX achieves a 34.60% return, which is significantly higher than VFIAX's 27.89% return. Over the past 10 years, FCNKX has underperformed VFIAX with an annualized return of 8.54%, while VFIAX has yielded a comparatively higher 13.18% annualized return.


FCNKX

YTD

34.60%

1M

-0.78%

6M

6.78%

1Y

35.02%

5Y*

10.05%

10Y*

8.54%

VFIAX

YTD

27.89%

1M

0.98%

6M

10.79%

1Y

28.33%

5Y*

14.98%

10Y*

13.18%

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. VFIAX - Expense Ratio Comparison

FCNKX has a 0.74% expense ratio, which is higher than VFIAX's 0.04% 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 VFIAX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

FCNKX vs. VFIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNKX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 2.17, compared to the broader market-1.000.001.002.003.004.002.172.26
The chart of Sortino ratio for FCNKX, currently valued at 2.87, compared to the broader market-2.000.002.004.006.008.0010.002.873.00
The chart of Omega ratio for FCNKX, currently valued at 1.40, compared to the broader market0.501.001.502.002.503.003.501.401.42
The chart of Calmar ratio for FCNKX, currently valued at 1.57, compared to the broader market0.002.004.006.008.0010.0012.0014.001.573.35
The chart of Martin ratio for FCNKX, currently valued at 12.71, compared to the broader market0.0020.0040.0060.0012.7114.77
FCNKX
VFIAX

The current FCNKX Sharpe Ratio is 2.17, which is comparable to the VFIAX Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of FCNKX and VFIAX, 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 Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.17
2.26
FCNKX
VFIAX

Dividends

FCNKX vs. VFIAX - Dividend Comparison

FCNKX's dividend yield for the trailing twelve months is around 0.07%, less than VFIAX's 0.89% 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%
VFIAX
Vanguard 500 Index Fund Admiral Shares
0.89%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%1.84%

Drawdowns

FCNKX vs. VFIAX - Drawdown Comparison

The maximum FCNKX drawdown since its inception was -46.44%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FCNKX and VFIAX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.57%
-1.08%
FCNKX
VFIAX

Volatility

FCNKX vs. VFIAX - Volatility Comparison

Fidelity Contrafund Fund (FCNKX) has a higher volatility of 5.66% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.91%. This indicates that FCNKX's price experiences larger fluctuations and is considered to be riskier than VFIAX 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
5.66%
3.91%
FCNKX
VFIAX
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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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