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STXG vs. FLCNX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between STXG and FLCNX is 0.94, 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.


Performance

STXG vs. FLCNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 1000 Growth ETF (STXG) and Fidelity Contrafund K6 (FLCNX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

STXG:

0.70

FLCNX:

0.83

Sortino Ratio

STXG:

1.02

FLCNX:

1.17

Omega Ratio

STXG:

1.14

FLCNX:

1.16

Calmar Ratio

STXG:

0.68

FLCNX:

0.83

Martin Ratio

STXG:

2.39

FLCNX:

2.84

Ulcer Index

STXG:

6.01%

FLCNX:

5.93%

Daily Std Dev

STXG:

23.09%

FLCNX:

22.66%

Max Drawdown

STXG:

-21.22%

FLCNX:

-32.07%

Current Drawdown

STXG:

-3.65%

FLCNX:

-2.77%

Returns By Period

In the year-to-date period, STXG achieves a 0.62% return, which is significantly lower than FLCNX's 5.11% return.


STXG

YTD

0.62%

1M

7.87%

6M

-0.57%

1Y

16.11%

3Y*

N/A

5Y*

N/A

10Y*

N/A

FLCNX

YTD

5.11%

1M

8.80%

6M

3.78%

1Y

18.62%

3Y*

21.83%

5Y*

17.27%

10Y*

N/A

*Annualized

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Strive 1000 Growth ETF

Fidelity Contrafund K6

STXG vs. FLCNX - Expense Ratio Comparison

STXG has a 0.18% expense ratio, which is lower than FLCNX's 0.45% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

STXG vs. FLCNX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STXG
The Risk-Adjusted Performance Rank of STXG is 6161
Overall Rank
The Sharpe Ratio Rank of STXG is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of STXG is 5858
Sortino Ratio Rank
The Omega Ratio Rank of STXG is 5959
Omega Ratio Rank
The Calmar Ratio Rank of STXG is 6565
Calmar Ratio Rank
The Martin Ratio Rank of STXG is 6060
Martin Ratio Rank

FLCNX
The Risk-Adjusted Performance Rank of FLCNX is 6565
Overall Rank
The Sharpe Ratio Rank of FLCNX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of FLCNX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of FLCNX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of FLCNX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of FLCNX is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

STXG vs. FLCNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Growth ETF (STXG) 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 STXG Sharpe Ratio is 0.70, which is comparable to the FLCNX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of STXG 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

STXG vs. FLCNX - Dividend Comparison

STXG's dividend yield for the trailing twelve months is around 0.55%, more than FLCNX's 0.41% yield.


TTM20242023202220212020201920182017
STXG
Strive 1000 Growth ETF
0.55%0.51%0.55%0.16%0.00%0.00%0.00%0.00%0.00%
FLCNX
Fidelity Contrafund K6
0.41%0.36%0.49%1.18%0.46%0.21%0.30%0.33%0.15%

Drawdowns

STXG vs. FLCNX - Drawdown Comparison

The maximum STXG drawdown since its inception was -21.22%, smaller than the maximum FLCNX drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for STXG and FLCNX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

STXG vs. FLCNX - Volatility Comparison

Strive 1000 Growth ETF (STXG) and Fidelity Contrafund K6 (FLCNX) have volatilities of 5.25% and 5.18%, 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.


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