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FPKFX vs. FLCNX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FPKFX and FLCNX is 0.95, 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.


-0.50.00.51.00.9

Performance

FPKFX vs. FLCNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Puritan K6 Fund (FPKFX) and Fidelity Contrafund K6 (FLCNX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.49%
9.12%
FPKFX
FLCNX

Key characteristics

Sharpe Ratio

FPKFX:

1.90

FLCNX:

2.43

Sortino Ratio

FPKFX:

2.65

FLCNX:

3.22

Omega Ratio

FPKFX:

1.35

FLCNX:

1.45

Calmar Ratio

FPKFX:

2.80

FLCNX:

3.48

Martin Ratio

FPKFX:

11.40

FLCNX:

14.96

Ulcer Index

FPKFX:

1.73%

FLCNX:

2.55%

Daily Std Dev

FPKFX:

10.40%

FLCNX:

15.72%

Max Drawdown

FPKFX:

-24.46%

FLCNX:

-32.07%

Current Drawdown

FPKFX:

-2.91%

FLCNX:

-2.31%

Returns By Period

In the year-to-date period, FPKFX achieves a 19.21% return, which is significantly lower than FLCNX's 37.62% return.


FPKFX

YTD

19.21%

1M

-0.61%

6M

5.95%

1Y

19.63%

5Y*

11.28%

10Y*

N/A

FLCNX

YTD

37.62%

1M

1.51%

6M

10.38%

1Y

37.98%

5Y*

17.64%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FPKFX vs. FLCNX - Expense Ratio Comparison

FPKFX has a 0.32% expense ratio, which is lower than FLCNX's 0.45% expense ratio.


FLCNX
Fidelity Contrafund K6
Expense ratio chart for FLCNX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%
Expense ratio chart for FPKFX: current value at 0.32% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.32%

Risk-Adjusted Performance

FPKFX vs. FLCNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and Fidelity Contrafund K6 (FLCNX). 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.


Sharpe ratio
The chart of Sharpe ratio for FPKFX, currently valued at 1.90, compared to the broader market-1.000.001.002.003.004.001.902.43
The chart of Sortino ratio for FPKFX, currently valued at 2.65, compared to the broader market-2.000.002.004.006.008.0010.002.653.22
The chart of Omega ratio for FPKFX, currently valued at 1.35, compared to the broader market0.501.001.502.002.503.003.501.351.45
The chart of Calmar ratio for FPKFX, currently valued at 2.80, compared to the broader market0.002.004.006.008.0010.0012.0014.002.803.48
The chart of Martin ratio for FPKFX, currently valued at 11.40, compared to the broader market0.0020.0040.0060.0011.4014.96
FPKFX
FLCNX

The current FPKFX Sharpe Ratio is 1.90, which is comparable to the FLCNX Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of FPKFX and FLCNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.90
2.43
FPKFX
FLCNX

Dividends

FPKFX vs. FLCNX - Dividend Comparison

FPKFX's dividend yield for the trailing twelve months is around 1.43%, more than FLCNX's 0.08% yield.


TTM2023202220212020201920182017
FPKFX
Fidelity Puritan K6 Fund
1.43%1.67%1.62%1.11%1.04%0.63%0.00%0.00%
FLCNX
Fidelity Contrafund K6
0.08%0.49%0.62%0.20%0.21%0.30%0.33%0.15%

Drawdowns

FPKFX vs. FLCNX - Drawdown Comparison

The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum FLCNX drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for FPKFX and FLCNX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.91%
-2.31%
FPKFX
FLCNX

Volatility

FPKFX vs. FLCNX - Volatility Comparison

The current volatility for Fidelity Puritan K6 Fund (FPKFX) is 3.14%, while Fidelity Contrafund K6 (FLCNX) has a volatility of 4.42%. This indicates that FPKFX experiences smaller price fluctuations and is considered to be less risky than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
3.14%
4.42%
FPKFX
FLCNX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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