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.
Correlation
The correlation between FLPKX and ES is 0.39, 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
Key characteristics
FLPKX:
-0.70
ES:
0.02
FLPKX:
-0.85
ES:
0.19
FLPKX:
0.88
ES:
1.02
FLPKX:
-0.37
ES:
0.01
FLPKX:
-1.23
ES:
0.06
FLPKX:
10.99%
ES:
8.43%
FLPKX:
19.20%
ES:
23.93%
FLPKX:
-50.24%
ES:
-65.47%
FLPKX:
-29.30%
ES:
-31.04%
Returns By Period
In the year-to-date period, FLPKX achieves a -3.22% return, which is significantly lower than ES's 1.97% return. Over the past 10 years, FLPKX has underperformed ES with an annualized return of -0.88%, while ES has yielded a comparatively higher 4.93% annualized return.
FLPKX
-3.22%
-3.98%
-8.32%
-13.27%
1.96%
-0.88%
ES
1.97%
-4.05%
-9.96%
1.97%
-4.20%
4.93%
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Risk-Adjusted Performance
FLPKX vs. ES — Risk-Adjusted Performance Rank
FLPKX
ES
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 2.25%, less than ES's 5.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPKX Fidelity Low-Priced Stock Fund Class K | 2.25% | 2.18% | 2.11% | 1.28% | 1.63% | 1.85% | 1.86% | 2.06% | 1.55% | 1.30% | 5.31% | 7.13% |
ES Eversource Energy | 5.01% | 4.98% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% | 2.93% |
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
Fidelity Low-Priced Stock Fund Class K (FLPKX) has a higher volatility of 11.71% compared to Eversource Energy (ES) at 11.13%. This indicates that FLPKX's price experiences larger fluctuations and is considered to be riskier than ES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.