PortfoliosLab logo
FLCNX vs. FGKFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FLCNX and FGKFX 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. FGKFX - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

FLCNX:

0.85

FGKFX:

0.48

Sortino Ratio

FLCNX:

1.31

FGKFX:

0.89

Omega Ratio

FLCNX:

1.19

FGKFX:

1.12

Calmar Ratio

FLCNX:

0.96

FGKFX:

0.52

Martin Ratio

FLCNX:

3.28

FGKFX:

1.62

Ulcer Index

FLCNX:

5.89%

FGKFX:

8.78%

Daily Std Dev

FLCNX:

22.62%

FGKFX:

27.70%

Max Drawdown

FLCNX:

-32.55%

FGKFX:

-41.65%

Current Drawdown

FLCNX:

-3.43%

FGKFX:

-8.55%

Returns By Period

In the year-to-date period, FLCNX achieves a 4.25% return, which is significantly higher than FGKFX's -2.73% return.


FLCNX

YTD

4.25%

1M

12.26%

6M

2.87%

1Y

19.07%

5Y*

17.92%

10Y*

N/A

FGKFX

YTD

-2.73%

1M

14.96%

6M

-4.57%

1Y

13.08%

5Y*

18.69%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FLCNX vs. FGKFX - Expense Ratio Comparison

Both FLCNX and FGKFX have an expense ratio of 0.45%.


Risk-Adjusted Performance

FLCNX vs. FGKFX — 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

FGKFX
The Risk-Adjusted Performance Rank of FGKFX is 5353
Overall Rank
The Sharpe Ratio Rank of FGKFX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of FGKFX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of FGKFX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of FGKFX is 6262
Calmar Ratio Rank
The Martin Ratio Rank of FGKFX is 5050
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. FGKFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund K6 (FLCNX) and Fidelity Growth Company K6 Fund (FGKFX). 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 FGKFX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of FLCNX and FGKFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

FLCNX vs. FGKFX - Dividend Comparison

FLCNX's dividend yield for the trailing twelve months is around 0.41%, more than FGKFX's 0.04% yield.


TTM20242023202220212020201920182017
FLCNX
Fidelity Contrafund K6
0.41%0.36%0.49%1.18%0.46%0.21%0.30%0.33%0.15%
FGKFX
Fidelity Growth Company K6 Fund
0.04%0.04%0.10%0.18%0.00%0.09%0.06%0.00%0.00%

Drawdowns

FLCNX vs. FGKFX - Drawdown Comparison

The maximum FLCNX drawdown since its inception was -32.55%, smaller than the maximum FGKFX drawdown of -41.65%. Use the drawdown chart below to compare losses from any high point for FLCNX and FGKFX. For additional features, visit the drawdowns tool.


Loading data...

Volatility

FLCNX vs. FGKFX - Volatility Comparison

The current volatility for Fidelity Contrafund K6 (FLCNX) is 7.14%, while Fidelity Growth Company K6 Fund (FGKFX) has a volatility of 8.16%. This indicates that FLCNX experiences smaller price fluctuations and is considered to be less risky than FGKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...