FTRNX vs. FOCPX
Compare and contrast key facts about Fidelity Trend Fund (FTRNX) and Fidelity OTC Portfolio (FOCPX).
FTRNX is managed by Fidelity. It was launched on Jun 16, 1958. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRNX or FOCPX.
Performance
FTRNX vs. FOCPX - Performance Comparison
Returns By Period
In the year-to-date period, FTRNX achieves a 41.74% return, which is significantly higher than FOCPX's 29.45% return. Over the past 10 years, FTRNX has underperformed FOCPX with an annualized return of 8.81%, while FOCPX has yielded a comparatively higher 17.32% annualized return.
FTRNX
41.74%
7.40%
17.40%
42.13%
13.59%
8.81%
FOCPX
29.45%
2.36%
8.96%
34.60%
19.45%
17.32%
Key characteristics
| FTRNX | FOCPX | |
|---|---|---|
| Sharpe Ratio | 1.98 | 1.91 |
| Sortino Ratio | 2.61 | 2.52 |
| Omega Ratio | 1.35 | 1.35 |
| Calmar Ratio | 1.80 | 2.38 |
| Martin Ratio | 11.39 | 7.61 |
| Ulcer Index | 3.70% | 4.54% |
| Daily Std Dev | 21.25% | 18.14% |
| Max Drawdown | -55.96% | -69.01% |
| Current Drawdown | -0.19% | -2.12% |
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FTRNX vs. FOCPX - Expense Ratio Comparison
FTRNX has a 0.73% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Correlation
The correlation between FTRNX and FOCPX is 0.89, 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.
Risk-Adjusted Performance
FTRNX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) and Fidelity OTC Portfolio (FOCPX). 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.
Dividends
FTRNX vs. FOCPX - Dividend Comparison
FTRNX's dividend yield for the trailing twelve months is around 0.03%, less than FOCPX's 10.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | 0.03% | 0.05% | 0.01% | 0.00% | 0.04% | 0.23% | 0.26% | 0.35% | 0.46% | 2.49% | 3.12% | 14.74% |
FOCPX Fidelity OTC Portfolio | 10.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
Drawdowns
FTRNX vs. FOCPX - Drawdown Comparison
The maximum FTRNX drawdown since its inception was -55.96%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FTRNX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
FTRNX vs. FOCPX - Volatility Comparison
Fidelity Trend Fund (FTRNX) has a higher volatility of 6.61% compared to Fidelity OTC Portfolio (FOCPX) at 5.43%. This indicates that FTRNX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.