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FPDIX vs. FCNTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FPDIX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

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FPDIX vs. FCNTX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FPDIX
Fidelity Advisor 529 Aggressive Growth Portfolio Class I
-1.01%24.03%15.81%20.91%-17.98%17.54%18.10%9.07%
FCNTX
Fidelity Contrafund Fund
-5.35%21.76%36.00%38.67%-28.31%24.52%32.48%6.91%

Returns By Period

In the year-to-date period, FPDIX achieves a -1.01% return, which is significantly higher than FCNTX's -5.35% return.


FPDIX

1D
3.22%
1M
-6.00%
YTD
-1.01%
6M
2.13%
1Y
22.02%
3Y*
17.30%
5Y*
9.00%
10Y*

FCNTX

1D
3.52%
1M
-5.86%
YTD
-5.35%
6M
-2.60%
1Y
19.23%
3Y*
24.91%
5Y*
13.21%
10Y*
16.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FPDIX vs. FCNTX - Expense Ratio Comparison


Return for Risk

FPDIX vs. FCNTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FPDIX
FPDIX Risk / Return Rank: 5151
Overall Rank
FPDIX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FPDIX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FPDIX Omega Ratio Rank: 6969
Omega Ratio Rank
FPDIX Calmar Ratio Rank: 2525
Calmar Ratio Rank
FPDIX Martin Ratio Rank: 3131
Martin Ratio Rank

FCNTX
FCNTX Risk / Return Rank: 6262
Overall Rank
FCNTX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
FCNTX Sortino Ratio Rank: 5757
Sortino Ratio Rank
FCNTX Omega Ratio Rank: 5454
Omega Ratio Rank
FCNTX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FCNTX Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FPDIX vs. FCNTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX) and Fidelity Contrafund Fund (FCNTX). 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.


FPDIXFCNTXDifference

Sharpe ratio

Return per unit of total volatility

1.29

1.01

+0.28

Sortino ratio

Return per unit of downside risk

1.88

1.56

+0.32

Omega ratio

Gain probability vs. loss probability

1.29

1.22

+0.07

Calmar ratio

Return relative to maximum drawdown

0.99

1.79

-0.80

Martin ratio

Return relative to average drawdown

4.29

6.87

-2.58

FPDIX vs. FCNTX - Sharpe Ratio Comparison

The current FPDIX Sharpe Ratio is 1.29, which is comparable to the FCNTX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of FPDIX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FPDIXFCNTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.29

1.01

+0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.69

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.76

-0.12

Correlation

The correlation between FPDIX and FCNTX 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

FPDIX vs. FCNTX - Dividend Comparison

FPDIX has not paid dividends to shareholders, while FCNTX's dividend yield for the trailing twelve months is around 4.93%.


TTM20252024202320222021202020192018201720162015
FPDIX
Fidelity Advisor 529 Aggressive Growth Portfolio Class I
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FCNTX
Fidelity Contrafund Fund
4.93%5.21%4.19%3.78%11.87%10.80%8.01%4.16%7.46%6.08%3.81%5.33%

Drawdowns

FPDIX vs. FCNTX - Drawdown Comparison

The maximum FPDIX drawdown since its inception was -32.81%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FPDIX and FCNTX.


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Drawdown Indicators


FPDIXFCNTXDifference

Max Drawdown

Largest peak-to-trough decline

-32.81%

-49.19%

+16.38%

Max Drawdown (1Y)

Largest decline over 1 year

-11.68%

-11.30%

-0.38%

Max Drawdown (5Y)

Largest decline over 5 years

-27.82%

-32.59%

+4.77%

Max Drawdown (10Y)

Largest decline over 10 years

-32.59%

Current Drawdown

Current decline from peak

-7.23%

-8.18%

+0.95%

Average Drawdown

Average peak-to-trough decline

-6.32%

-8.18%

+1.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.61%

2.95%

+0.66%

Volatility

FPDIX vs. FCNTX - Volatility Comparison

Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 6.80% and 6.51%, 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.


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Volatility by Period


FPDIXFCNTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.80%

6.51%

+0.29%

Volatility (6M)

Calculated over the trailing 6-month period

10.72%

11.12%

-0.40%

Volatility (1Y)

Calculated over the trailing 1-year period

19.88%

19.95%

-0.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.67%

19.19%

-2.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.90%

19.64%

-0.74%