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FRIFX vs. FCNTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FRIFX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Real Estate Income Fund (FRIFX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

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FRIFX vs. FCNTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRIFX
Fidelity Real Estate Income Fund
0.41%7.16%7.93%9.32%-14.54%18.90%-1.09%17.92%-1.80%6.20%
FCNTX
Fidelity Contrafund Fund
-5.35%21.76%36.00%38.67%-28.31%24.52%32.48%30.00%-3.81%32.18%

Returns By Period

In the year-to-date period, FRIFX achieves a 0.41% return, which is significantly higher than FCNTX's -5.35% return. Over the past 10 years, FRIFX has underperformed FCNTX with an annualized return of 5.31%, while FCNTX has yielded a comparatively higher 16.03% annualized return.


FRIFX

1D
0.41%
1M
-2.62%
YTD
0.41%
6M
1.17%
1Y
4.70%
3Y*
7.54%
5Y*
3.80%
10Y*
5.31%

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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FRIFX vs. FCNTX - Expense Ratio Comparison

FRIFX has a 0.71% expense ratio, which is higher than FCNTX's 0.39% expense ratio.


Return for Risk

FRIFX vs. FCNTX — Risk / Return Rank

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

FRIFX
FRIFX Risk / Return Rank: 4343
Overall Rank
FRIFX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
FRIFX Sortino Ratio Rank: 3939
Sortino Ratio Rank
FRIFX Omega Ratio Rank: 4040
Omega Ratio Rank
FRIFX Calmar Ratio Rank: 4242
Calmar Ratio Rank
FRIFX Martin Ratio Rank: 4646
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.

FRIFX vs. FCNTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Income Fund (FRIFX) 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.


FRIFXFCNTXDifference

Sharpe ratio

Return per unit of total volatility

0.97

1.01

-0.04

Sortino ratio

Return per unit of downside risk

1.30

1.56

-0.26

Omega ratio

Gain probability vs. loss probability

1.19

1.22

-0.03

Calmar ratio

Return relative to maximum drawdown

1.14

1.79

-0.65

Martin ratio

Return relative to average drawdown

4.83

6.87

-2.03

FRIFX vs. FCNTX - Sharpe Ratio Comparison

The current FRIFX Sharpe Ratio is 0.97, which is comparable to the FCNTX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of FRIFX 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


FRIFXFCNTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

1.01

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.69

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.82

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.76

-0.05

Correlation

The correlation between FRIFX and FCNTX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FRIFX vs. FCNTX - Dividend Comparison

FRIFX's dividend yield for the trailing twelve months is around 4.67%, less than FCNTX's 4.93% yield.


TTM20252024202320222021202020192018201720162015
FRIFX
Fidelity Real Estate Income Fund
4.67%4.69%4.65%4.99%6.04%1.47%4.77%5.68%5.08%4.40%4.98%3.65%
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

FRIFX vs. FCNTX - Drawdown Comparison

The maximum FRIFX drawdown since its inception was -38.27%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FRIFX and FCNTX.


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Drawdown Indicators


FRIFXFCNTXDifference

Max Drawdown

Largest peak-to-trough decline

-38.27%

-49.19%

+10.92%

Max Drawdown (1Y)

Largest decline over 1 year

-4.34%

-11.30%

+6.96%

Max Drawdown (5Y)

Largest decline over 5 years

-18.12%

-32.59%

+14.47%

Max Drawdown (10Y)

Largest decline over 10 years

-34.50%

-32.59%

-1.91%

Current Drawdown

Current decline from peak

-2.70%

-8.18%

+5.48%

Average Drawdown

Average peak-to-trough decline

-4.29%

-8.18%

+3.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.03%

2.95%

-1.92%

Volatility

FRIFX vs. FCNTX - Volatility Comparison

The current volatility for Fidelity Real Estate Income Fund (FRIFX) is 1.69%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 6.51%. This indicates that FRIFX experiences smaller price fluctuations and is considered to be less risky than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRIFXFCNTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.69%

6.51%

-4.82%

Volatility (6M)

Calculated over the trailing 6-month period

2.93%

11.12%

-8.19%

Volatility (1Y)

Calculated over the trailing 1-year period

4.96%

19.95%

-14.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.50%

19.19%

-12.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.47%

19.64%

-10.17%