SHAPX vs. FLCNX

In the year-to-date period, SHAPX achieves a 1.47% return, which is significantly lower than FLCNX's 4.25% return.

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SHAPX has a 0.93% expense ratio, which is higher than FLCNX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Appreciation Fund (SHAPX) 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 SHAPX Sharpe Ratio is 0.70, which is comparable to the FLCNX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of SHAPX 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.

SHAPX's dividend yield for the trailing twelve months is around 8.87%, more than FLCNX's 0.41% yield.

The maximum SHAPX drawdown since its inception was -81.35%, which is greater than FLCNX's maximum drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for SHAPX and FLCNX. For additional features, visit the drawdowns tool.

The current volatility for ClearBridge Appreciation Fund (SHAPX) is 5.50%, while Fidelity Contrafund K6 (FLCNX) has a volatility of 7.14%. This indicates that SHAPX experiences smaller price fluctuations and is considered to be less risky than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.