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MPGFX vs. FCNKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MPGFX and FCNKX is 0.87, 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.


-0.50.00.51.00.9

Performance

MPGFX vs. FCNKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mairs & Power Growth Fund (MPGFX) and Fidelity Contrafund Fund (FCNKX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
3.67%
6.21%
MPGFX
FCNKX

Key characteristics

Sharpe Ratio

MPGFX:

1.41

FCNKX:

2.17

Sortino Ratio

MPGFX:

1.92

FCNKX:

2.87

Omega Ratio

MPGFX:

1.27

FCNKX:

1.40

Calmar Ratio

MPGFX:

2.07

FCNKX:

1.57

Martin Ratio

MPGFX:

7.47

FCNKX:

12.71

Ulcer Index

MPGFX:

2.50%

FCNKX:

2.76%

Daily Std Dev

MPGFX:

13.23%

FCNKX:

16.17%

Max Drawdown

MPGFX:

-60.43%

FCNKX:

-46.44%

Current Drawdown

MPGFX:

-6.01%

FCNKX:

-4.57%

Returns By Period

In the year-to-date period, MPGFX achieves a 18.44% return, which is significantly lower than FCNKX's 34.60% return. Over the past 10 years, MPGFX has outperformed FCNKX with an annualized return of 11.03%, while FCNKX has yielded a comparatively lower 8.54% annualized return.


MPGFX

YTD

18.44%

1M

-4.11%

6M

3.75%

1Y

18.66%

5Y*

12.42%

10Y*

11.03%

FCNKX

YTD

34.60%

1M

-0.78%

6M

6.78%

1Y

35.02%

5Y*

10.05%

10Y*

8.54%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MPGFX vs. FCNKX - Expense Ratio Comparison

MPGFX has a 0.61% expense ratio, which is lower than FCNKX's 0.74% expense ratio.


FCNKX
Fidelity Contrafund Fund
Expense ratio chart for FCNKX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%
Expense ratio chart for MPGFX: current value at 0.61% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.61%

Risk-Adjusted Performance

MPGFX vs. FCNKX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Fidelity Contrafund Fund (FCNKX). 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.


Sharpe ratio
The chart of Sharpe ratio for MPGFX, currently valued at 1.41, compared to the broader market-1.000.001.002.003.004.001.412.17
The chart of Sortino ratio for MPGFX, currently valued at 1.92, compared to the broader market-2.000.002.004.006.008.0010.001.922.87
The chart of Omega ratio for MPGFX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.003.501.271.40
The chart of Calmar ratio for MPGFX, currently valued at 2.07, compared to the broader market0.002.004.006.008.0010.0012.0014.002.071.57
The chart of Martin ratio for MPGFX, currently valued at 7.47, compared to the broader market0.0020.0040.0060.007.4712.71
MPGFX
FCNKX

The current MPGFX Sharpe Ratio is 1.41, which is lower than the FCNKX Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of MPGFX and FCNKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.41
2.17
MPGFX
FCNKX

Dividends

MPGFX vs. FCNKX - Dividend Comparison

MPGFX's dividend yield for the trailing twelve months is around 0.42%, more than FCNKX's 0.07% yield.


TTM20232022202120202019201820172016201520142013
MPGFX
Mairs & Power Growth Fund
0.42%0.83%0.86%0.56%1.07%1.24%1.50%1.37%1.42%1.60%1.32%1.11%
FCNKX
Fidelity Contrafund Fund
0.07%0.54%2.50%0.00%0.00%0.00%0.00%0.18%0.40%0.41%7.77%8.11%

Drawdowns

MPGFX vs. FCNKX - Drawdown Comparison

The maximum MPGFX drawdown since its inception was -60.43%, which is greater than FCNKX's maximum drawdown of -46.44%. Use the drawdown chart below to compare losses from any high point for MPGFX and FCNKX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.01%
-4.57%
MPGFX
FCNKX

Volatility

MPGFX vs. FCNKX - Volatility Comparison

The current volatility for Mairs & Power Growth Fund (MPGFX) is 5.03%, while Fidelity Contrafund Fund (FCNKX) has a volatility of 5.66%. This indicates that MPGFX experiences smaller price fluctuations and is considered to be less risky than FCNKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.03%
5.66%
MPGFX
FCNKX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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