FLCKX vs. FNILX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund Class K (FLCKX) and Fidelity ZERO Large Cap Index Fund (FNILX).
FLCKX is managed by Fidelity. It was launched on May 9, 2008. FNILX is managed by Fidelity.
Performance
FLCKX vs. FNILX - Performance Comparison
Loading graphics...
FLCKX vs. FNILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | -6.98% | 20.45% | 27.06% | 26.21% | -22.91% | 26.19% | 26.85% | 35.76% | -19.03% |
FNILX Fidelity ZERO Large Cap Index Fund | -4.59% | 17.81% | 25.47% | 27.45% | -19.37% | 26.67% | 21.13% | 31.79% | -13.60% |
Returns By Period
In the year-to-date period, FLCKX achieves a -6.98% return, which is significantly lower than FNILX's -4.59% return.
FLCKX
- 1D
- -2.53%
- 1M
- -11.59%
- YTD
- -6.98%
- 6M
- -7.55%
- 1Y
- 24.28%
- 3Y*
- 18.73%
- 5Y*
- 9.79%
- 10Y*
- 12.83%
FNILX
- 1D
- 2.92%
- 1M
- -4.98%
- YTD
- -4.59%
- 6M
- -2.55%
- 1Y
- 17.28%
- 3Y*
- 18.57%
- 5Y*
- 11.53%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FLCKX vs. FNILX - Expense Ratio Comparison
FLCKX has a 0.65% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Return for Risk
FLCKX vs. FNILX — Risk / Return Rank
FLCKX
FNILX
FLCKX vs. FNILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund Class K (FLCKX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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.
| FLCKX | FNILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.97 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.48 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.51 | -0.08 |
Martin ratioReturn relative to average drawdown | 5.15 | 7.14 | -1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FLCKX | FNILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.97 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.67 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.66 | -0.33 |
Correlation
The correlation between FLCKX and FNILX is 0.92, 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.
Dividends
FLCKX vs. FNILX - Dividend Comparison
FLCKX's dividend yield for the trailing twelve months is around 5.04%, more than FNILX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | 5.04% | 4.69% | 14.54% | 12.22% | 18.51% | 8.45% | 0.19% | 0.14% | 19.95% | 18.97% | 27.57% | 6.18% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.06% | 1.01% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLCKX vs. FNILX - Drawdown Comparison
The maximum FLCKX drawdown since its inception was -69.99%, which is greater than FNILX's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for FLCKX and FNILX.
Loading graphics...
Drawdown Indicators
| FLCKX | FNILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.99% | -33.76% | -36.23% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -12.18% | -2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -28.52% | -25.40% | -3.12% |
Max Drawdown (10Y)Largest decline over 10 years | -44.10% | — | — |
Current DrawdownCurrent decline from peak | -13.03% | -6.36% | -6.67% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -5.47% | -7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 2.57% | +1.39% |
Volatility
FLCKX vs. FNILX - Volatility Comparison
Fidelity Leveraged Company Stock Fund Class K (FLCKX) has a higher volatility of 8.21% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 5.33%. This indicates that FLCKX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLCKX | FNILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 5.33% | +2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 16.07% | 9.59% | +6.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.05% | 18.44% | +8.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 17.27% | +5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.23% | 20.19% | +3.04% |