LIMIX vs. FOCKX

Last updated Jul 31, 2026

LIMIX (Cromwell Tran Focus Fund) and FOCKX (Fidelity OTC Portfolio Class K) are both Large Cap Growth Equities funds. Over the past 10 years, LIMIX returned 10.50%/yr vs 20.76%/yr for FOCKX. Their correlation of 0.84 means they have usually moved in the same direction. LIMIX charges 0.85%/yr vs 0.65%/yr for FOCKX.

Performance

LIMIX vs. FOCKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cromwell Tran Focus Fund (LIMIX) and Fidelity OTC Portfolio Class K (FOCKX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LIMIX achieves a 6.45% return, which is significantly lower than FOCKX's 15.25% return. Over the past 10 years, LIMIX has underperformed FOCKX with an annualized return of 10.50%, while FOCKX has yielded a comparatively higher 20.76% annualized return.

LIMIX

• 1D: -2.46%
• 1M: -7.69%
• 6M: 4.90%
• YTD: 6.45%
• 1Y: 3.87%
• 3Y*: 12.41%
• 5Y*: 2.63%
• 10Y*: 10.50%
• ALL TIME*: 8.55%

FOCKX

• 1D: -1.91%
• 1M: -9.97%
• 6M: 11.50%
• YTD: 15.25%
• 1Y: 30.99%
• 3Y*: 27.51%
• 5Y*: 15.02%
• 10Y*: 20.76%
• ALL TIME*: 16.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FOCKX Fidelity OTC Portfolio Class K	$0.00	$0.00	$0.00
LIMIX Cromwell Tran Focus Fund	$0.00	$0.00	$0.00

LIMIX vs. FOCKX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LIMIX Cromwell Tran Focus Fund	6.45%	7.51%	15.44%	26.03%	-35.23%	25.39%	29.59%	41.84%	-10.15%	21.10%
FOCKX Fidelity OTC Portfolio Class K	15.25%	22.28%	38.91%	42.92%	-32.07%	25.06%	46.83%	39.36%	-3.18%	38.78%

Correlation

The correlation between LIMIX and FOCKX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.69
Correlation (3Y) Balances recent behavior with more history.	0.75
Correlation (5Y) Shows whether the relationship held over a longer period.	0.83
Correlation (10Y) Provides a long-term view across more market conditions.	0.83
Correlation (All Time) Calculated using the full available price history since May 9, 2008	0.84

The correlation between LIMIX and FOCKX shifts across timeframes, from 0.69 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.

Return for Risk

LIMIX vs. FOCKX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LIMIX

LIMIX Risk / Return Rank: 8
LIMIX Sharpe Ratio Rank: 7
LIMIX Sortino Ratio Rank: 8
LIMIX Omega Ratio Rank: 8
LIMIX Calmar Ratio Rank: 8
LIMIX Martin Ratio Rank: 9

FOCKX

FOCKX Risk / Return Rank: 67
FOCKX Sharpe Ratio Rank: 62
FOCKX Sortino Ratio Rank: 56
FOCKX Omega Ratio Rank: 53
FOCKX Calmar Ratio Rank: 83
FOCKX Martin Ratio Rank: 80

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LIMIX vs. FOCKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cromwell Tran Focus Fund (LIMIX) and Fidelity OTC Portfolio Class K (FOCKX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LIMIX	FOCKX	Difference
Sharpe ratio: Return per unit of total volatility	0.18	1.54	-1.36
Sortino ratio: Return per unit of downside risk	0.40	2.11	-1.72
Omega ratio: Gain probability vs. loss probability	1.05	1.26	-0.22
Calmar ratio: Return relative to maximum drawdown	0.29	2.85	-2.56
Martin ratio: Return relative to average drawdown	0.88	9.95	-9.08

LIMIX vs. FOCKX - Sharpe Ratio Comparison

The current LIMIX Sharpe Ratio is 0.18, which is lower than the FOCKX Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of LIMIX and FOCKX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

LIMIX vs. FOCKX - Drawdown Comparison

The maximum LIMIX drawdown since its inception was -48.54%, smaller than the maximum FOCKX drawdown of -53.33%. Use the drawdown chart below to compare losses from any high point for LIMIX and FOCKX.

Drawdown Indicators

	LIMIX	FOCKX	Difference
Max Drawdown Largest peak-to-trough decline	-48.54%	-53.33%	+4.79%
Max Drawdown (1Y) Largest decline over 1 year	-12.15%	-11.28%	-0.87%
Max Drawdown (3Y) Largest decline over 3 years	-24.56%	-24.83%	+0.27%
Max Drawdown (5Y) Largest decline over 5 years	-39.06%	-36.97%	-2.09%
Max Drawdown (10Y) Largest decline over 10 years	-39.06%	-36.97%	-2.09%
Current Drawdown Current decline from peak	-8.01%	-11.14%	+3.13%
Average Drawdown Average peak-to-trough decline	-9.97%	-8.34%	-1.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.07%	3.22%	+0.85%

Volatility

LIMIX vs. FOCKX - Volatility Comparison

Cromwell Tran Focus Fund (LIMIX) and Fidelity OTC Portfolio Class K (FOCKX) have volatilities of 5.92% and 6.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LIMIX	FOCKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.92%	6.07%	-0.15%
Volatility (6M) Calculated over the trailing 6-month period	16.05%	17.11%	-1.06%
Volatility (1Y) Calculated over the trailing 1-year period	19.44%	20.85%	-1.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.27%	23.15%	-0.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.27%	22.60%	-1.33%

LIMIX vs. FOCKX - Expense Ratio Comparison

LIMIX has a 0.85% expense ratio, which is higher than FOCKX's 0.65% expense ratio.

Dividends

LIMIX vs. FOCKX - Dividend Comparison

LIMIX's dividend yield for the trailing twelve months is around 11.59%, more than FOCKX's 6.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FOCKX Fidelity OTC Portfolio Class K	6.56%	7.56%	16.42%	0.09%	3.97%	11.34%	6.18%	7.49%	7.81%	4.85%	3.25%	5.42%
LIMIX Cromwell Tran Focus Fund	11.59%	12.33%	0.12%	0.00%	11.31%	20.68%	13.21%	15.96%	25.90%	26.44%	26.77%	26.69%

Frequently Asked Questions

Can I hold both LIMIX and FOCKX in my portfolio?

LIMIX and FOCKX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LIMIX or FOCKX?

FOCKX has higher volatility (6.07%) compared to LIMIX (5.92%). In terms of maximum drawdown, LIMIX dropped -48.54% vs FOCKX's -53.33%.

Which has better risk-adjusted returns?

FOCKX currently has the higher Sharpe Ratio (1.54 vs 0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.