FLPKX vs. ES
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Eversource Energy (ES).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPKX or ES.
Key characteristics
| FLPKX | ES | |
|---|---|---|
| YTD Return | 12.74% | 1.62% |
| 1Y Return | 25.41% | 19.54% |
| 3Y Return (Ann) | 6.77% | -6.21% |
| 5Y Return (Ann) | 12.05% | -2.43% |
| 10Y Return (Ann) | 9.67% | 5.57% |
| Sharpe Ratio | 1.99 | 0.73 |
| Sortino Ratio | 2.79 | 1.18 |
| Omega Ratio | 1.36 | 1.15 |
| Calmar Ratio | 3.37 | 0.43 |
| Martin Ratio | 11.73 | 2.57 |
| Ulcer Index | 2.17% | 6.94% |
| Daily Std Dev | 12.80% | 24.32% |
| Max Drawdown | -50.24% | -65.47% |
| Current Drawdown | -1.07% | -29.54% |
Correlation
The correlation between FLPKX and ES is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FLPKX vs. ES - Performance Comparison
In the year-to-date period, FLPKX achieves a 12.74% return, which is significantly higher than ES's 1.62% return. Over the past 10 years, FLPKX has outperformed ES with an annualized return of 9.67%, while ES has yielded a comparatively lower 5.57% annualized 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
FLPKX vs. ES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund Class K (FLPKX) and Eversource Energy (ES). 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
FLPKX vs. ES - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 2.18%, less than ES's 4.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPKX Fidelity Low-Priced Stock Fund Class K | 2.18% | 2.11% | 1.28% | 1.63% | 1.85% | 1.86% | 2.06% | 1.55% | 1.30% | 5.31% | 7.13% | 7.66% |
ES Eversource Energy | 4.66% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% | 2.93% | 3.47% |
Drawdowns
FLPKX vs. ES - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -50.24%, smaller than the maximum ES drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for FLPKX and ES. For additional features, visit the drawdowns tool.
Volatility
FLPKX vs. ES - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock Fund Class K (FLPKX) is 4.24%, while Eversource Energy (ES) has a volatility of 7.00%. This indicates that FLPKX experiences smaller price fluctuations and is considered to be less risky than ES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.