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

Correlation

The correlation between FSOPX and FLCNX is 0.83, 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.


Performance

FSOPX vs. FLCNX - Performance Comparison

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

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Key characteristics

Sharpe Ratio

FSOPX:

0.00

FLCNX:

0.73

Sortino Ratio

FSOPX:

0.07

FLCNX:

1.12

Omega Ratio

FSOPX:

1.01

FLCNX:

1.16

Calmar Ratio

FSOPX:

-0.06

FLCNX:

0.79

Martin Ratio

FSOPX:

-0.18

FLCNX:

2.70

Ulcer Index

FSOPX:

9.56%

FLCNX:

5.92%

Daily Std Dev

FSOPX:

23.97%

FLCNX:

22.61%

Max Drawdown

FSOPX:

-61.73%

FLCNX:

-32.07%

Current Drawdown

FSOPX:

-14.95%

FLCNX:

-4.62%

Returns By Period

In the year-to-date period, FSOPX achieves a -6.29% return, which is significantly lower than FLCNX's 3.11% return.


FSOPX

YTD

-6.29%

1M

4.42%

6M

-13.57%

1Y

-1.05%

3Y*

10.60%

5Y*

13.04%

10Y*

8.46%

FLCNX

YTD

3.11%

1M

8.47%

6M

2.95%

1Y

15.12%

3Y*

23.05%

5Y*

17.13%

10Y*

N/A

*Annualized

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Fidelity Contrafund K6

FSOPX vs. FLCNX - Expense Ratio Comparison

FSOPX has a 0.00% expense ratio, which is lower than FLCNX's 0.45% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FSOPX vs. FLCNX — Risk-Adjusted Performance Rank

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

FSOPX
The Risk-Adjusted Performance Rank of FSOPX is 1313
Overall Rank
The Sharpe Ratio Rank of FSOPX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of FSOPX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of FSOPX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of FSOPX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of FSOPX is 1313
Martin Ratio Rank

FLCNX
The Risk-Adjusted Performance Rank of FLCNX is 7272
Overall Rank
The Sharpe Ratio Rank of FLCNX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of FLCNX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of FLCNX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FLCNX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of FLCNX is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSOPX vs. FLCNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Small Cap Opportunities Fund (FSOPX) 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.


The current FSOPX Sharpe Ratio is 0.00, which is lower than the FLCNX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of FSOPX 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FSOPX vs. FLCNX - Dividend Comparison

FSOPX's dividend yield for the trailing twelve months is around 10.04%, more than FLCNX's 0.42% yield.


TTM20242023202220212020201920182017201620152014
FSOPX
Fidelity Series Small Cap Opportunities Fund
10.04%9.41%0.98%5.16%30.85%2.01%6.67%14.62%11.15%0.69%5.93%5.42%
FLCNX
Fidelity Contrafund K6
0.42%0.36%0.49%1.18%0.46%0.21%0.30%0.33%0.15%0.00%0.00%0.00%

Drawdowns

FSOPX vs. FLCNX - Drawdown Comparison

The maximum FSOPX drawdown since its inception was -61.73%, which is greater than FLCNX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for FSOPX and FLCNX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FSOPX vs. FLCNX - Volatility Comparison

Fidelity Series Small Cap Opportunities Fund (FSOPX) has a higher volatility of 5.80% compared to Fidelity Contrafund K6 (FLCNX) at 4.94%. This indicates that FSOPX's price experiences larger fluctuations and is considered to be riskier than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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