FOCKX vs. FOKFX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Fidelity OTC K6 Portfolio (FOKFX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. FOKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCKX or FOKFX.
Key characteristics
| FOCKX | FOKFX | |
|---|---|---|
| YTD Return | 18.43% | 28.59% |
| 1Y Return | 26.80% | 37.43% |
| 3Y Return (Ann) | 1.77% | 6.57% |
| 5Y Return (Ann) | 12.52% | 18.87% |
| Sharpe Ratio | 1.42 | 2.19 |
| Sortino Ratio | 1.79 | 2.86 |
| Omega Ratio | 1.29 | 1.39 |
| Calmar Ratio | 1.35 | 2.76 |
| Martin Ratio | 4.19 | 8.29 |
| Ulcer Index | 7.00% | 4.85% |
| Daily Std Dev | 20.57% | 18.27% |
| Max Drawdown | -53.34% | -37.76% |
| Current Drawdown | -9.80% | -2.04% |
Correlation
The correlation between FOCKX and FOKFX is 0.99, 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.
Performance
FOCKX vs. FOKFX - Performance Comparison
In the year-to-date period, FOCKX achieves a 18.43% return, which is significantly lower than FOKFX's 28.59% 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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FOCKX vs. FOKFX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than FOKFX's 0.50% expense ratio.
Risk-Adjusted Performance
FOCKX vs. FOKFX - Risk-Adjusted Performance Comparison
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.
Dividends
FOCKX vs. FOKFX - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 0.08%, less than FOKFX's 0.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 0.08% | 0.09% | 0.00% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 4.65% | 12.92% | 13.66% |
FOKFX Fidelity OTC K6 Portfolio | 0.21% | 0.24% | 0.08% | 0.00% | 0.07% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FOCKX vs. FOKFX - Drawdown Comparison
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.
Volatility
FOCKX vs. FOKFX - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) and Fidelity OTC K6 Portfolio (FOKFX) have volatilities of 5.06% and 5.16%, 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.