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FLKSX vs. FLPSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FLKSX and FLPSX is 0.98, 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.


-0.50.00.51.01.0

Performance

FLKSX vs. FLPSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity Low-Priced Stock Fund (FLPSX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
2.16%
-7.32%
FLKSX
FLPSX

Key characteristics

Sharpe Ratio

FLKSX:

0.70

FLPSX:

-0.10

Sortino Ratio

FLKSX:

1.04

FLPSX:

-0.03

Omega Ratio

FLKSX:

1.13

FLPSX:

1.00

Calmar Ratio

FLKSX:

1.19

FLPSX:

-0.06

Martin Ratio

FLKSX:

3.64

FLPSX:

-0.26

Ulcer Index

FLKSX:

2.37%

FLPSX:

5.51%

Daily Std Dev

FLKSX:

12.35%

FLPSX:

14.64%

Max Drawdown

FLKSX:

-36.70%

FLPSX:

-52.95%

Current Drawdown

FLKSX:

-5.45%

FLPSX:

-24.19%

Returns By Period

In the year-to-date period, FLKSX achieves a 8.07% return, which is significantly higher than FLPSX's -2.03% return.


FLKSX

YTD

8.07%

1M

-4.37%

6M

1.59%

1Y

8.64%

5Y*

9.98%

10Y*

N/A

FLPSX

YTD

-2.03%

1M

-4.50%

6M

-7.82%

1Y

-1.45%

5Y*

-1.64%

10Y*

0.20%

Compare stocks, funds, or ETFs

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


FLKSX vs. FLPSX - Expense Ratio Comparison

FLKSX has a 0.50% expense ratio, which is lower than FLPSX's 0.82% expense ratio.


FLPSX
Fidelity Low-Priced Stock Fund
Expense ratio chart for FLPSX: current value at 0.82% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.82%
Expense ratio chart for FLKSX: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Risk-Adjusted Performance

FLKSX vs. FLPSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity Low-Priced Stock Fund (FLPSX). 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.


Sharpe ratio
The chart of Sharpe ratio for FLKSX, currently valued at 0.70, compared to the broader market-1.000.001.002.003.004.000.70-0.10
The chart of Sortino ratio for FLKSX, currently valued at 1.04, compared to the broader market-2.000.002.004.006.008.0010.001.04-0.03
The chart of Omega ratio for FLKSX, currently valued at 1.13, compared to the broader market0.501.001.502.002.503.003.501.131.00
The chart of Calmar ratio for FLKSX, currently valued at 1.19, compared to the broader market0.002.004.006.008.0010.0012.0014.001.19-0.06
The chart of Martin ratio for FLKSX, currently valued at 3.64, compared to the broader market0.0020.0040.0060.003.64-0.26
FLKSX
FLPSX

The current FLKSX Sharpe Ratio is 0.70, which is higher than the FLPSX Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of FLKSX and FLPSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.70
-0.10
FLKSX
FLPSX

Dividends

FLKSX vs. FLPSX - Dividend Comparison

FLKSX's dividend yield for the trailing twelve months is around 4.58%, less than FLPSX's 6.02% yield.


TTM20232022202120202019201820172016201520142013
FLKSX
Fidelity Low-Priced Stock K6 Fund
4.58%1.90%1.56%1.27%1.47%1.84%1.76%0.53%0.00%0.00%0.00%0.00%
FLPSX
Fidelity Low-Priced Stock Fund
6.02%2.02%1.20%1.54%1.77%1.77%1.94%1.45%1.20%5.15%6.91%7.46%

Drawdowns

FLKSX vs. FLPSX - Drawdown Comparison

The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum FLPSX drawdown of -52.95%. Use the drawdown chart below to compare losses from any high point for FLKSX and FLPSX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.45%
-24.19%
FLKSX
FLPSX

Volatility

FLKSX vs. FLPSX - Volatility Comparison

Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity Low-Priced Stock Fund (FLPSX) have volatilities of 3.40% and 3.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
3.40%
3.46%
FLKSX
FLPSX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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