PortfoliosLab logoPortfoliosLab logo
FCNTX vs. FXNAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCNTX vs. FXNAX - Performance Comparison

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

Loading graphics...

FCNTX vs. FXNAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCNTX
Fidelity Contrafund Fund
-5.35%21.76%36.00%38.67%-28.31%24.52%32.48%30.00%-3.81%32.18%
FXNAX
Fidelity U.S. Bond Index Fund
-0.26%7.14%1.35%5.82%-13.55%-2.10%7.63%8.50%0.04%3.50%

Returns By Period

In the year-to-date period, FCNTX achieves a -5.35% return, which is significantly lower than FXNAX's -0.26% return. Over the past 10 years, FCNTX has outperformed FXNAX with an annualized return of 16.03%, while FXNAX has yielded a comparatively lower 1.54% annualized return.


FCNTX

1D
3.52%
1M
-5.86%
YTD
-5.35%
6M
-2.60%
1Y
19.23%
3Y*
24.91%
5Y*
13.21%
10Y*
16.03%

FXNAX

1D
0.19%
1M
-1.60%
YTD
-0.26%
6M
0.47%
1Y
3.69%
3Y*
3.52%
5Y*
0.10%
10Y*
1.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FCNTX vs. FXNAX - Expense Ratio Comparison

FCNTX has a 0.39% expense ratio, which is higher than FXNAX's 0.03% expense ratio.


Return for Risk

FCNTX vs. FXNAX — Risk / Return Rank

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

FCNTX
FCNTX Risk / Return Rank: 6262
Overall Rank
FCNTX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
FCNTX Sortino Ratio Rank: 5757
Sortino Ratio Rank
FCNTX Omega Ratio Rank: 5454
Omega Ratio Rank
FCNTX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FCNTX Martin Ratio Rank: 7272
Martin Ratio Rank

FXNAX
FXNAX Risk / Return Rank: 4646
Overall Rank
FXNAX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
FXNAX Sortino Ratio Rank: 4242
Sortino Ratio Rank
FXNAX Omega Ratio Rank: 3030
Omega Ratio Rank
FXNAX Calmar Ratio Rank: 7070
Calmar Ratio Rank
FXNAX Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCNTX vs. FXNAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNTX) and Fidelity U.S. Bond Index Fund (FXNAX). 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.


FCNTXFXNAXDifference

Sharpe ratio

Return per unit of total volatility

1.01

0.93

+0.09

Sortino ratio

Return per unit of downside risk

1.56

1.33

+0.22

Omega ratio

Gain probability vs. loss probability

1.22

1.16

+0.06

Calmar ratio

Return relative to maximum drawdown

1.79

1.66

+0.13

Martin ratio

Return relative to average drawdown

6.87

4.68

+2.19

FCNTX vs. FXNAX - Sharpe Ratio Comparison

The current FCNTX Sharpe Ratio is 1.01, which is comparable to the FXNAX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of FCNTX and FXNAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FCNTXFXNAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

0.93

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.02

+0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.31

+0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.45

+0.31

Correlation

The correlation between FCNTX and FXNAX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

FCNTX vs. FXNAX - Dividend Comparison

FCNTX's dividend yield for the trailing twelve months is around 4.93%, more than FXNAX's 3.34% yield.


TTM20252024202320222021202020192018201720162015
FCNTX
Fidelity Contrafund Fund
4.93%5.21%4.19%3.78%11.87%10.80%8.01%4.16%7.46%6.08%3.81%5.33%
FXNAX
Fidelity U.S. Bond Index Fund
3.34%3.58%3.40%3.15%1.81%1.74%2.92%2.68%2.74%2.57%2.76%2.52%

Drawdowns

FCNTX vs. FXNAX - Drawdown Comparison

The maximum FCNTX drawdown since its inception was -49.19%, which is greater than FXNAX's maximum drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for FCNTX and FXNAX.


Loading graphics...

Drawdown Indicators


FCNTXFXNAXDifference

Max Drawdown

Largest peak-to-trough decline

-49.19%

-19.51%

-29.68%

Max Drawdown (1Y)

Largest decline over 1 year

-11.30%

-2.71%

-8.59%

Max Drawdown (5Y)

Largest decline over 5 years

-32.59%

-18.54%

-14.05%

Max Drawdown (10Y)

Largest decline over 10 years

-32.59%

-19.51%

-13.08%

Current Drawdown

Current decline from peak

-8.18%

-3.53%

-4.65%

Average Drawdown

Average peak-to-trough decline

-8.18%

-3.87%

-4.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

0.96%

+1.99%

Volatility

FCNTX vs. FXNAX - Volatility Comparison

Fidelity Contrafund Fund (FCNTX) has a higher volatility of 6.51% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.55%. This indicates that FCNTX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FCNTXFXNAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.51%

1.55%

+4.96%

Volatility (6M)

Calculated over the trailing 6-month period

11.12%

2.58%

+8.54%

Volatility (1Y)

Calculated over the trailing 1-year period

19.95%

4.35%

+15.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.19%

6.04%

+13.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.64%

4.99%

+14.65%