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FSAEX vs. FCNTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSAEX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series All-Sector Equity Fund (FSAEX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

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FSAEX vs. FCNTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSAEX
Fidelity Series All-Sector Equity Fund
-8.21%19.80%26.86%30.61%-18.55%26.89%26.23%32.18%-6.56%21.64%
FCNTX
Fidelity Contrafund Fund
-8.57%21.76%36.00%38.67%-28.31%24.52%32.48%30.00%-3.81%32.18%

Returns By Period

The year-to-date returns for both stocks are quite close, with FSAEX having a -8.21% return and FCNTX slightly lower at -8.57%. Over the past 10 years, FSAEX has underperformed FCNTX with an annualized return of 14.62%, while FCNTX has yielded a comparatively higher 15.63% annualized return.


FSAEX

1D
-0.56%
1M
-8.01%
YTD
-8.21%
6M
-6.24%
1Y
16.80%
3Y*
18.69%
5Y*
11.91%
10Y*
14.62%

FCNTX

1D
-0.22%
1M
-9.40%
YTD
-8.57%
6M
-6.17%
1Y
16.04%
3Y*
23.48%
5Y*
12.82%
10Y*
15.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSAEX vs. FCNTX - Expense Ratio Comparison

FSAEX has a 0.00% expense ratio, which is lower than FCNTX's 0.39% expense ratio.


Return for Risk

FSAEX vs. FCNTX — Risk / Return Rank

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

FSAEX
FSAEX Risk / Return Rank: 5353
Overall Rank
FSAEX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
FSAEX Sortino Ratio Rank: 5353
Sortino Ratio Rank
FSAEX Omega Ratio Rank: 5555
Omega Ratio Rank
FSAEX Calmar Ratio Rank: 5151
Calmar Ratio Rank
FSAEX Martin Ratio Rank: 5959
Martin Ratio Rank

FCNTX
FCNTX Risk / Return Rank: 4444
Overall Rank
FCNTX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
FCNTX Sortino Ratio Rank: 4545
Sortino Ratio Rank
FCNTX Omega Ratio Rank: 4444
Omega Ratio Rank
FCNTX Calmar Ratio Rank: 4848
Calmar Ratio Rank
FCNTX Martin Ratio Rank: 4646
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.

FSAEX vs. FCNTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series All-Sector Equity Fund (FSAEX) 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.


FSAEXFCNTXDifference

Sharpe ratio

Return per unit of total volatility

0.93

0.83

+0.11

Sortino ratio

Return per unit of downside risk

1.42

1.30

+0.13

Omega ratio

Gain probability vs. loss probability

1.21

1.18

+0.03

Calmar ratio

Return relative to maximum drawdown

1.24

1.17

+0.07

Martin ratio

Return relative to average drawdown

5.64

4.57

+1.07

FSAEX vs. FCNTX - Sharpe Ratio Comparison

The current FSAEX Sharpe Ratio is 0.93, which is comparable to the FCNTX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of FSAEX 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


FSAEXFCNTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

0.83

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.67

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

0.80

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.76

-0.08

Correlation

The correlation between FSAEX and FCNTX is 0.94, 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

FSAEX vs. FCNTX - Dividend Comparison

FSAEX's dividend yield for the trailing twelve months is around 9.12%, more than FCNTX's 5.10% yield.


TTM20252024202320222021202020192018201720162015
FSAEX
Fidelity Series All-Sector Equity Fund
9.12%7.36%8.95%5.50%11.89%20.94%12.13%8.60%41.30%14.60%17.85%9.61%
FCNTX
Fidelity Contrafund Fund
5.10%5.21%4.19%3.78%11.87%10.80%8.01%4.16%7.46%6.08%3.81%5.33%

Drawdowns

FSAEX vs. FCNTX - Drawdown Comparison

The maximum FSAEX drawdown since its inception was -34.55%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FSAEX and FCNTX.


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Drawdown Indicators


FSAEXFCNTXDifference

Max Drawdown

Largest peak-to-trough decline

-34.55%

-49.19%

+14.64%

Max Drawdown (1Y)

Largest decline over 1 year

-12.03%

-11.30%

-0.73%

Max Drawdown (5Y)

Largest decline over 5 years

-24.66%

-32.59%

+7.93%

Max Drawdown (10Y)

Largest decline over 10 years

-34.55%

-32.59%

-1.96%

Current Drawdown

Current decline from peak

-9.83%

-11.30%

+1.47%

Average Drawdown

Average peak-to-trough decline

-4.59%

-8.18%

+3.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.64%

2.90%

-0.26%

Volatility

FSAEX vs. FCNTX - Volatility Comparison

The current volatility for Fidelity Series All-Sector Equity Fund (FSAEX) is 4.62%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 5.19%. This indicates that FSAEX 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


FSAEXFCNTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.62%

5.19%

-0.57%

Volatility (6M)

Calculated over the trailing 6-month period

9.70%

10.56%

-0.86%

Volatility (1Y)

Calculated over the trailing 1-year period

18.64%

19.69%

-1.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.84%

19.13%

-1.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.76%

19.61%

-0.85%