FLCNX vs. BRK-B
Compare and contrast key facts about Fidelity Contrafund K6 (FLCNX) and Berkshire Hathaway Inc. (BRK-B).
FLCNX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCNX or BRK-B.
Key characteristics
| FLCNX | BRK-B | |
|---|---|---|
| YTD Return | 37.36% | 31.04% |
| 1Y Return | 45.87% | 33.32% |
| 3Y Return (Ann) | 10.71% | 17.89% |
| 5Y Return (Ann) | 18.86% | 16.34% |
| Sharpe Ratio | 3.14 | 2.38 |
| Sortino Ratio | 4.14 | 3.32 |
| Omega Ratio | 1.58 | 1.43 |
| Calmar Ratio | 4.39 | 4.52 |
| Martin Ratio | 19.40 | 11.85 |
| Ulcer Index | 2.48% | 2.89% |
| Daily Std Dev | 15.28% | 14.40% |
| Max Drawdown | -32.07% | -53.86% |
| Current Drawdown | -0.22% | -2.34% |
Correlation
The correlation between FLCNX and BRK-B is 0.55, 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.
Performance
FLCNX vs. BRK-B - Performance Comparison
In the year-to-date period, FLCNX achieves a 37.36% return, which is significantly higher than BRK-B's 31.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FLCNX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund K6 (FLCNX) and Berkshire Hathaway Inc. (BRK-B). 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.
Dividends
FLCNX vs. BRK-B - Dividend Comparison
FLCNX's dividend yield for the trailing twelve months is around 0.39%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FLCNX Fidelity Contrafund K6 | 0.39% | 0.49% | 0.62% | 0.20% | 0.21% | 0.30% | 0.33% | 0.15% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLCNX vs. BRK-B - Drawdown Comparison
The maximum FLCNX drawdown since its inception was -32.07%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FLCNX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
FLCNX vs. BRK-B - Volatility Comparison
The current volatility for Fidelity Contrafund K6 (FLCNX) is 4.61%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that FLCNX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.