FOCKX vs. FOKFX

In the year-to-date period, FOCKX achieves a -3.99% return, which is significantly lower than FOKFX's -3.68% return.

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FOCKX has a 0.73% expense ratio, which is higher than FOKFX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Fidelity OTC K6 Portfolio (FOKFX). 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 FOCKX Sharpe Ratio is -0.11, which is lower than the FOKFX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of FOCKX and FOKFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FOCKX has not paid dividends to shareholders, while FOKFX's dividend yield for the trailing twelve months is around 0.20%.

The maximum FOCKX drawdown since its inception was -53.34%, which is greater than FOKFX's maximum drawdown of -37.76%. Use the drawdown chart below to compare losses from any high point for FOCKX and FOKFX. For additional features, visit the drawdowns tool.

Fidelity OTC Portfolio Class K (FOCKX) and Fidelity OTC K6 Portfolio (FOKFX) have volatilities of 6.32% and 6.52%, 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.