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FCNTX vs. FTQGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FCNTX and FTQGX is 0.91, 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

FCNTX vs. FTQGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Contrafund Fund (FCNTX) and Fidelity Focused Stock Fund (FTQGX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FCNTX:

0.56

FTQGX:

-0.23

Sortino Ratio

FCNTX:

0.95

FTQGX:

-0.11

Omega Ratio

FCNTX:

1.13

FTQGX:

0.98

Calmar Ratio

FCNTX:

0.65

FTQGX:

-0.19

Martin Ratio

FCNTX:

2.12

FTQGX:

-0.49

Ulcer Index

FCNTX:

6.16%

FTQGX:

12.38%

Daily Std Dev

FCNTX:

22.40%

FTQGX:

28.08%

Max Drawdown

FCNTX:

-48.74%

FTQGX:

-61.00%

Current Drawdown

FCNTX:

-5.63%

FTQGX:

-20.52%

Returns By Period

In the year-to-date period, FCNTX achieves a 1.71% return, which is significantly higher than FTQGX's -7.74% return. Over the past 10 years, FCNTX has outperformed FTQGX with an annualized return of 13.15%, while FTQGX has yielded a comparatively lower 6.82% annualized return.


FCNTX

YTD

1.71%

1M

9.97%

6M

-3.16%

1Y

12.47%

5Y*

16.60%

10Y*

13.15%

FTQGX

YTD

-7.74%

1M

8.68%

6M

-19.28%

1Y

-6.30%

5Y*

7.04%

10Y*

6.82%

*Annualized

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FCNTX vs. FTQGX - Expense Ratio Comparison

FCNTX has a 0.39% expense ratio, which is lower than FTQGX's 0.86% expense ratio.


Risk-Adjusted Performance

FCNTX vs. FTQGX — Risk-Adjusted Performance Rank

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

FCNTX
The Risk-Adjusted Performance Rank of FCNTX is 6060
Overall Rank
The Sharpe Ratio Rank of FCNTX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of FCNTX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of FCNTX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of FCNTX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FCNTX is 5858
Martin Ratio Rank

FTQGX
The Risk-Adjusted Performance Rank of FTQGX is 88
Overall Rank
The Sharpe Ratio Rank of FTQGX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of FTQGX is 99
Sortino Ratio Rank
The Omega Ratio Rank of FTQGX is 99
Omega Ratio Rank
The Calmar Ratio Rank of FTQGX is 66
Calmar Ratio Rank
The Martin Ratio Rank of FTQGX is 88
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.

FCNTX vs. FTQGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNTX) and Fidelity Focused Stock Fund (FTQGX). 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 FCNTX Sharpe Ratio is 0.56, which is higher than the FTQGX Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of FCNTX and FTQGX, 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

FCNTX vs. FTQGX - Dividend Comparison

FCNTX's dividend yield for the trailing twelve months is around 0.06%, less than FTQGX's 0.40% yield.


TTM20242023202220212020201920182017201620152014
FCNTX
Fidelity Contrafund Fund
0.06%0.08%0.48%13.65%10.80%8.01%4.16%9.14%5.54%0.30%0.31%7.55%
FTQGX
Fidelity Focused Stock Fund
0.40%0.36%0.61%0.85%0.00%0.02%0.08%0.13%0.45%0.56%6.16%10.44%

Drawdowns

FCNTX vs. FTQGX - Drawdown Comparison

The maximum FCNTX drawdown since its inception was -48.74%, smaller than the maximum FTQGX drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for FCNTX and FTQGX. For additional features, visit the drawdowns tool.


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Volatility

FCNTX vs. FTQGX - Volatility Comparison

Fidelity Contrafund Fund (FCNTX) and Fidelity Focused Stock Fund (FTQGX) have volatilities of 6.95% and 6.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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