PBFDX vs. FCNTX

In the year-to-date period, PBFDX achieves a -0.46% return, which is significantly lower than FCNTX's 3.00% return. Over the past 10 years, PBFDX has underperformed FCNTX with an annualized return of 7.96%, while FCNTX has yielded a comparatively higher 13.28% annualized return.

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PBFDX has a 0.82% expense ratio, which is higher than FCNTX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Payson Total Return Fund (PBFDX) 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.

The current PBFDX Sharpe Ratio is 0.03, which is lower than the FCNTX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of PBFDX 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.

PBFDX's dividend yield for the trailing twelve months is around 0.33%, less than FCNTX's 4.82% yield.

The maximum PBFDX drawdown since its inception was -56.40%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for PBFDX and FCNTX. For additional features, visit the drawdowns tool.

Payson Total Return Fund (PBFDX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 7.17% and 7.03%, 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.