FOKFX vs. VFFVX
Compare and contrast key facts about Fidelity OTC K6 Portfolio (FOKFX) and Vanguard Target Retirement 2055 Fund (VFFVX).
FOKFX is managed by Fidelity. It was launched on Jun 13, 2019. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOKFX or VFFVX.
Performance
FOKFX vs. VFFVX - Performance Comparison
Returns By Period
In the year-to-date period, FOKFX achieves a 26.35% return, which is significantly higher than VFFVX's 16.32% return.
FOKFX
26.35%
1.76%
6.15%
31.20%
18.20%
N/A
VFFVX
16.32%
1.30%
7.88%
23.16%
10.21%
8.77%
Key characteristics
| FOKFX | VFFVX | |
|---|---|---|
| Sharpe Ratio | 1.70 | 2.12 |
| Sortino Ratio | 2.28 | 2.94 |
| Omega Ratio | 1.31 | 1.39 |
| Calmar Ratio | 2.14 | 3.26 |
| Martin Ratio | 6.39 | 13.37 |
| Ulcer Index | 4.89% | 1.73% |
| Daily Std Dev | 18.32% | 10.91% |
| Max Drawdown | -37.76% | -31.40% |
| Current Drawdown | -3.74% | -0.94% |
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FOKFX vs. VFFVX - Expense Ratio Comparison
FOKFX has a 0.50% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Correlation
The correlation between FOKFX and VFFVX is 0.87, 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.
Risk-Adjusted Performance
FOKFX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC K6 Portfolio (FOKFX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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
FOKFX vs. VFFVX - Dividend Comparison
FOKFX's dividend yield for the trailing twelve months is around 0.21%, less than VFFVX's 1.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.87% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
Drawdowns
FOKFX vs. VFFVX - Drawdown Comparison
The maximum FOKFX drawdown since its inception was -37.76%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FOKFX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
FOKFX vs. VFFVX - Volatility Comparison
Fidelity OTC K6 Portfolio (FOKFX) has a higher volatility of 5.48% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 2.84%. This indicates that FOKFX's price experiences larger fluctuations and is considered to be riskier than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.