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FLCNX vs. CHASX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FLCNX vs. CHASX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Contrafund K6 (FLCNX) and Chase Growth Fund (CHASX). The values are adjusted to include any dividend payments, if applicable.

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FLCNX vs. CHASX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FLCNX
Fidelity Contrafund K6
-4.95%22.05%35.37%37.67%-27.13%24.21%30.85%30.91%-2.16%13.77%
CHASX
Chase Growth Fund
1.01%20.61%64.71%25.91%-20.41%22.32%18.27%42.63%-3.96%12.23%

Returns By Period

In the year-to-date period, FLCNX achieves a -4.95% return, which is significantly lower than CHASX's 1.01% return.


FLCNX

1D
0.81%
1M
-4.12%
YTD
-4.95%
6M
-3.05%
1Y
19.90%
3Y*
24.88%
5Y*
13.52%
10Y*

CHASX

1D
1.79%
1M
-2.62%
YTD
1.01%
6M
6.55%
1Y
32.00%
3Y*
32.72%
5Y*
18.41%
10Y*
17.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FLCNX vs. CHASX - Expense Ratio Comparison

FLCNX has a 0.45% expense ratio, which is lower than CHASX's 1.14% expense ratio.


Return for Risk

FLCNX vs. CHASX — Risk / Return Rank

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

FLCNX
FLCNX Risk / Return Rank: 5353
Overall Rank
FLCNX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
FLCNX Sortino Ratio Rank: 4848
Sortino Ratio Rank
FLCNX Omega Ratio Rank: 4545
Omega Ratio Rank
FLCNX Calmar Ratio Rank: 6767
Calmar Ratio Rank
FLCNX Martin Ratio Rank: 5959
Martin Ratio Rank

CHASX
CHASX Risk / Return Rank: 8383
Overall Rank
CHASX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
CHASX Sortino Ratio Rank: 7979
Sortino Ratio Rank
CHASX Omega Ratio Rank: 7575
Omega Ratio Rank
CHASX Calmar Ratio Rank: 9090
Calmar Ratio Rank
CHASX Martin Ratio Rank: 9191
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.

FLCNX vs. CHASX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund K6 (FLCNX) and Chase Growth Fund (CHASX). 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.


FLCNXCHASXDifference

Sharpe ratio

Return per unit of total volatility

1.02

1.61

-0.59

Sortino ratio

Return per unit of downside risk

1.57

2.19

-0.62

Omega ratio

Gain probability vs. loss probability

1.22

1.31

-0.09

Calmar ratio

Return relative to maximum drawdown

1.85

2.82

-0.97

Martin ratio

Return relative to average drawdown

6.96

11.66

-4.70

FLCNX vs. CHASX - Sharpe Ratio Comparison

The current FLCNX Sharpe Ratio is 1.02, which is lower than the CHASX Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of FLCNX and CHASX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FLCNXCHASXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

1.61

-0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.92

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.90

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.59

+0.20

Correlation

The correlation between FLCNX and CHASX is 0.91, 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

FLCNX vs. CHASX - Dividend Comparison

FLCNX's dividend yield for the trailing twelve months is around 12.08%, more than CHASX's 9.03% yield.


TTM20252024202320222021202020192018201720162015
FLCNX
Fidelity Contrafund K6
12.08%8.35%0.36%0.49%1.18%0.46%0.21%0.30%0.33%0.15%0.00%0.00%
CHASX
Chase Growth Fund
9.03%9.12%36.67%5.80%5.49%20.15%7.83%22.82%12.92%11.92%9.14%10.24%

Drawdowns

FLCNX vs. CHASX - Drawdown Comparison

The maximum FLCNX drawdown since its inception was -32.07%, smaller than the maximum CHASX drawdown of -45.94%. Use the drawdown chart below to compare losses from any high point for FLCNX and CHASX.


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Drawdown Indicators


FLCNXCHASXDifference

Max Drawdown

Largest peak-to-trough decline

-32.07%

-45.94%

+13.87%

Max Drawdown (1Y)

Largest decline over 1 year

-11.73%

-9.90%

-1.83%

Max Drawdown (5Y)

Largest decline over 5 years

-32.07%

-24.63%

-7.44%

Max Drawdown (10Y)

Largest decline over 10 years

-30.40%

Current Drawdown

Current decline from peak

-7.82%

-4.83%

-2.99%

Average Drawdown

Average peak-to-trough decline

-6.76%

-9.20%

+2.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.12%

2.94%

+0.18%

Volatility

FLCNX vs. CHASX - Volatility Comparison

The current volatility for Fidelity Contrafund K6 (FLCNX) is 6.72%, while Chase Growth Fund (CHASX) has a volatility of 7.73%. This indicates that FLCNX experiences smaller price fluctuations and is considered to be less risky than CHASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLCNXCHASXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.72%

7.73%

-1.01%

Volatility (6M)

Calculated over the trailing 6-month period

11.42%

14.09%

-2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

20.47%

21.03%

-0.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.09%

20.08%

-0.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.52%

19.77%

+0.75%