FOCKX vs. BLUEX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and AMG Veritas Global Real Return Fund (BLUEX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. BLUEX is managed by AMG. It was launched on Jan 10, 1991.
Performance
FOCKX vs. BLUEX - Performance Comparison
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FOCKX vs. BLUEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | -3.72% | 22.28% | 38.91% | 42.92% | -32.07% | 25.06% | 46.83% | 39.36% | -3.18% | 38.78% |
BLUEX AMG Veritas Global Real Return Fund | -8.68% | 4.45% | 7.24% | 14.35% | -14.30% | 3.22% | 34.74% | 35.34% | -4.91% | 27.86% |
Returns By Period
In the year-to-date period, FOCKX achieves a -3.72% return, which is significantly higher than BLUEX's -8.68% return. Over the past 10 years, FOCKX has outperformed BLUEX with an annualized return of 19.82%, while BLUEX has yielded a comparatively lower 9.35% annualized return.
FOCKX
- 1D
- 4.38%
- 1M
- -5.05%
- YTD
- -3.72%
- 6M
- 1.15%
- 1Y
- 31.57%
- 3Y*
- 26.58%
- 5Y*
- 13.47%
- 10Y*
- 19.82%
BLUEX
- 1D
- 1.10%
- 1M
- -5.47%
- YTD
- -8.68%
- 6M
- -9.03%
- 1Y
- -7.28%
- 3Y*
- 2.73%
- 5Y*
- 0.53%
- 10Y*
- 9.35%
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FOCKX vs. BLUEX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is lower than BLUEX's 1.15% expense ratio.
Return for Risk
FOCKX vs. BLUEX — Risk / Return Rank
FOCKX
BLUEX
FOCKX vs. BLUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and AMG Veritas Global Real Return Fund (BLUEX). 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.
| FOCKX | BLUEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | -0.66 | +2.08 |
Sortino ratioReturn per unit of downside risk | 2.06 | -0.89 | +2.94 |
Omega ratioGain probability vs. loss probability | 1.29 | 0.89 | +0.40 |
Calmar ratioReturn relative to maximum drawdown | 2.31 | -0.69 | +3.00 |
Martin ratioReturn relative to average drawdown | 9.51 | -2.40 | +11.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOCKX | BLUEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | -0.66 | +2.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.05 | +0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.57 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.49 | -0.42 |
Correlation
The correlation between FOCKX and BLUEX is 0.82, 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.
Dividends
FOCKX vs. BLUEX - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 7.85%, more than BLUEX's 0.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 7.85% | 7.56% | 16.42% | 0.09% | 3.97% | 11.34% | 6.18% | 7.49% | 7.81% | 4.85% | 3.25% | 5.42% |
BLUEX AMG Veritas Global Real Return Fund | 0.34% | 0.31% | 0.29% | 0.03% | 11.84% | 27.20% | 25.43% | 13.71% | 13.40% | 0.00% | 0.00% | 0.24% |
Drawdowns
FOCKX vs. BLUEX - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -90.14%, which is greater than BLUEX's maximum drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for FOCKX and BLUEX.
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Drawdown Indicators
| FOCKX | BLUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.14% | -54.27% | -35.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -12.19% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -36.97% | -21.87% | -15.10% |
Max Drawdown (10Y)Largest decline over 10 years | -90.14% | -29.06% | -61.08% |
Current DrawdownCurrent decline from peak | -7.39% | -10.58% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -13.39% | +4.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.51% | -0.46% |
Volatility
FOCKX vs. BLUEX - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 8.11% compared to AMG Veritas Global Real Return Fund (BLUEX) at 3.64%. This indicates that FOCKX's price experiences larger fluctuations and is considered to be riskier than BLUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOCKX | BLUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.11% | 3.64% | +4.47% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 7.31% | +6.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.13% | 11.01% | +12.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.62% | 10.50% | +12.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 288.90% | 16.57% | +272.33% |