FLCKX vs. ORDNX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund Class K (FLCKX) and North Square Preferred and Income Securities Fund (ORDNX).
FLCKX is managed by Fidelity. It was launched on May 9, 2008. ORDNX is managed by North Square. It was launched on Jun 28, 2013.
Performance
FLCKX vs. ORDNX - Performance Comparison
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FLCKX vs. ORDNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | -3.00% | 20.45% | 27.06% | 26.21% | -22.91% | 26.19% | 26.85% | 35.76% | -16.34% | 20.95% |
ORDNX North Square Preferred and Income Securities Fund | -0.77% | 7.30% | 14.81% | 15.24% | -14.22% | 27.51% | 12.29% | 31.10% | -0.98% | 20.57% |
Returns By Period
In the year-to-date period, FLCKX achieves a -3.00% return, which is significantly lower than ORDNX's -0.77% return. Over the past 10 years, FLCKX has outperformed ORDNX with an annualized return of 13.30%, while ORDNX has yielded a comparatively lower 11.45% annualized return.
FLCKX
- 1D
- 4.27%
- 1M
- -7.81%
- YTD
- -3.00%
- 6M
- -3.60%
- 1Y
- 29.59%
- 3Y*
- 20.39%
- 5Y*
- 10.35%
- 10Y*
- 13.30%
ORDNX
- 1D
- 0.43%
- 1M
- -1.55%
- YTD
- -0.77%
- 6M
- -0.18%
- 1Y
- 5.08%
- 3Y*
- 12.10%
- 5Y*
- 7.57%
- 10Y*
- 11.45%
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FLCKX vs. ORDNX - Expense Ratio Comparison
FLCKX has a 0.65% expense ratio, which is lower than ORDNX's 1.27% expense ratio.
Return for Risk
FLCKX vs. ORDNX — Risk / Return Rank
FLCKX
ORDNX
FLCKX vs. ORDNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund Class K (FLCKX) and North Square Preferred and Income Securities Fund (ORDNX). 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 | ORDNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.92 | -0.77 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.42 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.43 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.87 | +0.03 |
Martin ratioReturn relative to average drawdown | 6.85 | 7.04 | -0.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLCKX | ORDNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.92 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 1.08 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.81 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.73 | -0.39 |
Correlation
The correlation between FLCKX and ORDNX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FLCKX vs. ORDNX - Dividend Comparison
FLCKX's dividend yield for the trailing twelve months is around 4.83%, less than ORDNX's 6.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | 4.83% | 4.69% | 14.54% | 12.22% | 18.51% | 8.45% | 0.19% | 0.14% | 19.95% | 18.97% | 27.57% | 6.18% |
ORDNX North Square Preferred and Income Securities Fund | 6.74% | 6.99% | 5.50% | 5.72% | 15.30% | 8.48% | 2.77% | 1.85% | 3.13% | 1.22% | 2.65% | 2.98% |
Drawdowns
FLCKX vs. ORDNX - Drawdown Comparison
The maximum FLCKX drawdown since its inception was -69.99%, which is greater than ORDNX's maximum drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for FLCKX and ORDNX.
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Drawdown Indicators
| FLCKX | ORDNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.99% | -34.40% | -35.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -2.66% | -11.65% |
Max Drawdown (5Y)Largest decline over 5 years | -28.52% | -18.77% | -9.75% |
Max Drawdown (10Y)Largest decline over 10 years | -44.10% | -34.40% | -9.70% |
Current DrawdownCurrent decline from peak | -9.31% | -2.15% | -7.16% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -3.86% | -8.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 0.71% | +3.27% |
Volatility
FLCKX vs. ORDNX - Volatility Comparison
Fidelity Leveraged Company Stock Fund Class K (FLCKX) has a higher volatility of 9.48% compared to North Square Preferred and Income Securities Fund (ORDNX) at 1.18%. This indicates that FLCKX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLCKX | ORDNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.48% | 1.18% | +8.30% |
Volatility (6M)Calculated over the trailing 6-month period | 16.60% | 1.74% | +14.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 2.66% | +24.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.61% | 7.08% | +15.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.27% | 14.24% | +9.03% |