FCNTX vs. COST
FCNTX (Fidelity Contrafund) is Large Cap Growth Equities fund managed by Fidelity, while COST (Costco Wholesale Corporation) is a stock. Over the past 10 years, FCNTX returned 17.23%/yr vs 20.81%/yr for COST. At a 0.47 correlation, their price movements are largely independent.
Performance
FCNTX vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, FCNTX achieves a 7.88% return, which is significantly lower than COST's 8.82% return. Over the past 10 years, FCNTX has underperformed COST with an annualized return of 17.23%, while COST has yielded a comparatively higher 20.81% annualized return.
FCNTX
- 1D
- -1.43%
- 1M
- -2.79%
- 6M
- 6.78%
- YTD
- 7.88%
- 1Y
- 16.94%
- 3Y*
- 24.18%
- 5Y*
- 13.96%
- 10Y*
- 17.23%
- ALL TIME*
- 13.52%
COST
- 1D
- -0.54%
- 1M
- -1.64%
- 6M
- -2.61%
- YTD
- 8.82%
- 1Y
- -1.04%
- 3Y*
- 20.42%
- 5Y*
- 18.94%
- 10Y*
- 20.81%
- ALL TIME*
- 16.93%
FCNTX vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund | 7.88% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -3.81% | 32.18% |
COST Costco Wholesale Corporation | 8.82% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between FCNTX and COST is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 1993 | 0.47 |
The correlation between FCNTX and COST shifts across timeframes, from -0.10 (1 year) to 0.47 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FCNTX vs. COST — Risk / Return Rank
FCNTX
COST
FCNTX vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund (FCNTX) and Costco Wholesale Corporation (COST). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FCNTX | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.17 | ||
| Sortino ratioReturn per unit of downside risk | +1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.01 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | -0.06 | +1.57 |
| Martin ratioReturn relative to average drawdown | 6.16 | -0.14 | +6.31 |
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Drawdowns
FCNTX vs. COST - Drawdown Comparison
The maximum FCNTX drawdown since its inception was -49.19%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for FCNTX and COST.
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Drawdown Indicators
| FCNTX | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -53.39% | +4.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -16.57% | +5.27% |
Max Drawdown (3Y)Largest decline over 3 years | -19.75% | -20.74% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -32.59% | -31.40% | -1.19% |
Max Drawdown (10Y)Largest decline over 10 years | -32.59% | -31.40% | -1.19% |
Current DrawdownCurrent decline from peak | -3.25% | -14.49% | +11.24% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -13.36% | +5.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 7.38% | -4.62% |
Volatility
FCNTX vs. COST - Volatility Comparison
The current volatility for Fidelity Contrafund (FCNTX) is 5.01%, while Costco Wholesale Corporation (COST) has a volatility of 7.25%. This indicates that FCNTX experiences smaller price fluctuations and is considered to be less risky than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCNTX | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 7.25% | -2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.30% | 14.98% | -2.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.32% | 19.74% | -4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 22.90% | -3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.72% | 22.02% | -2.30% |
Dividends
FCNTX vs. COST - Dividend Comparison
FCNTX's dividend yield for the trailing twelve months is around 4.33%, more than COST's 0.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.57% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
FCNTX Fidelity Contrafund | 4.33% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
Frequently Asked Questions
FCNTX and COST have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COST has higher volatility (7.25%) compared to FCNTX (5.01%). In terms of maximum drawdown, FCNTX dropped -49.19% vs COST's -53.39%.
FCNTX currently has the higher Sharpe Ratio (1.11 vs -0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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