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FLCNX vs. FBGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FLCNX and FBGRX is 0.89, 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.


Performance

FLCNX vs. FBGRX - Performance Comparison

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

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Key characteristics

Sharpe Ratio

FLCNX:

0.85

FBGRX:

0.28

Sortino Ratio

FLCNX:

1.31

FBGRX:

0.62

Omega Ratio

FLCNX:

1.19

FBGRX:

1.09

Calmar Ratio

FLCNX:

0.96

FBGRX:

0.33

Martin Ratio

FLCNX:

3.28

FBGRX:

0.97

Ulcer Index

FLCNX:

5.89%

FBGRX:

9.16%

Daily Std Dev

FLCNX:

22.62%

FBGRX:

28.67%

Max Drawdown

FLCNX:

-32.55%

FBGRX:

-57.42%

Current Drawdown

FLCNX:

-3.43%

FBGRX:

-7.81%

Returns By Period

In the year-to-date period, FLCNX achieves a 4.25% return, which is significantly higher than FBGRX's -3.28% return.


FLCNX

YTD

4.25%

1M

12.26%

6M

2.87%

1Y

19.07%

5Y*

17.92%

10Y*

N/A

FBGRX

YTD

-3.28%

1M

15.54%

6M

-2.15%

1Y

8.11%

5Y*

14.53%

10Y*

12.31%

*Annualized

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FLCNX vs. FBGRX - Expense Ratio Comparison

FLCNX has a 0.45% expense ratio, which is lower than FBGRX's 0.79% expense ratio.


Risk-Adjusted Performance

FLCNX vs. FBGRX — Risk-Adjusted Performance Rank

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

FLCNX
The Risk-Adjusted Performance Rank of FLCNX is 7878
Overall Rank
The Sharpe Ratio Rank of FLCNX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of FLCNX is 7777
Sortino Ratio Rank
The Omega Ratio Rank of FLCNX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of FLCNX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of FLCNX is 7676
Martin Ratio Rank

FBGRX
The Risk-Adjusted Performance Rank of FBGRX is 3939
Overall Rank
The Sharpe Ratio Rank of FBGRX is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGRX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of FBGRX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of FBGRX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of FBGRX is 3737
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FLCNX vs. FBGRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund K6 (FLCNX) and Fidelity Blue Chip Growth Fund (FBGRX). 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 FLCNX Sharpe Ratio is 0.85, which is higher than the FBGRX Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of FLCNX and FBGRX, 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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Dividends

FLCNX vs. FBGRX - Dividend Comparison

FLCNX's dividend yield for the trailing twelve months is around 0.41%, more than FBGRX's 0.24% yield.


TTM20242023202220212020201920182017201620152014
FLCNX
Fidelity Contrafund K6
0.41%0.36%0.49%1.18%0.46%0.21%0.30%0.33%0.15%0.00%0.00%0.00%
FBGRX
Fidelity Blue Chip Growth Fund
0.24%0.23%0.00%0.00%0.00%0.00%0.00%0.12%0.09%0.22%5.07%6.08%

Drawdowns

FLCNX vs. FBGRX - Drawdown Comparison

The maximum FLCNX drawdown since its inception was -32.55%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FLCNX and FBGRX. For additional features, visit the drawdowns tool.


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Volatility

FLCNX vs. FBGRX - Volatility Comparison

The current volatility for Fidelity Contrafund K6 (FLCNX) is 7.14%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 8.36%. This indicates that FLCNX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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