FGCKX vs. VFORX

In the year-to-date period, FGCKX achieves a -12.16% return, which is significantly lower than VFORX's -0.07% return. Over the past 10 years, FGCKX has outperformed VFORX with an annualized return of 10.25%, while VFORX has yielded a comparatively lower 5.50% annualized return.

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FGCKX has a 0.65% expense ratio, which is higher than VFORX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Vanguard Target Retirement 2040 Fund (VFORX). 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 FGCKX Sharpe Ratio is 0.04, which is lower than the VFORX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of FGCKX and VFORX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FGCKX has not paid dividends to shareholders, while VFORX's dividend yield for the trailing twelve months is around 2.65%.

The maximum FGCKX drawdown since its inception was -51.01%, roughly equal to the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for FGCKX and VFORX. For additional features, visit the drawdowns tool.

Fidelity Growth Company K (FGCKX) has a higher volatility of 16.97% compared to Vanguard Target Retirement 2040 Fund (VFORX) at 8.96%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.