PortfoliosLab logo
TRPJX vs. FLCNX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TRPJX and FLCNX 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.


-0.50.00.51.0
Correlation: 0.9

Performance

TRPJX vs. FLCNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Retirement I 2035 Fund (TRPJX) and Fidelity Contrafund K6 (FLCNX). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%NovemberDecember2025FebruaryMarchApril
69.25%
201.03%
TRPJX
FLCNX

Key characteristics

Returns By Period


TRPJX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FLCNX

YTD

-5.08%

1M

-5.30%

6M

-3.34%

1Y

12.16%

5Y*

16.75%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


TRPJX vs. FLCNX - Expense Ratio Comparison

TRPJX has a 0.43% expense ratio, which is lower than FLCNX's 0.45% expense ratio.


Expense ratio chart for FLCNX: current value is 0.45%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FLCNX: 0.45%
Expense ratio chart for TRPJX: current value is 0.43%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TRPJX: 0.43%

Risk-Adjusted Performance

TRPJX vs. FLCNX — Risk-Adjusted Performance Rank

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

TRPJX

FLCNX
The Risk-Adjusted Performance Rank of FLCNX is 6767
Overall Rank
The Sharpe Ratio Rank of FLCNX is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of FLCNX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of FLCNX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of FLCNX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of FLCNX is 6565
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.

TRPJX vs. FLCNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2035 Fund (TRPJX) 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 chart of Calmar ratio for TRPJX, currently valued at 0.00, compared to the broader market0.002.004.006.008.0010.00
TRPJX: 0.00
FLCNX: 0.66


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-1.00
0.60
TRPJX
FLCNX

Dividends

TRPJX vs. FLCNX - Dividend Comparison

TRPJX has not paid dividends to shareholders, while FLCNX's dividend yield for the trailing twelve months is around 0.29%.


TTM2024202320222021202020192018201720162015
TRPJX
T. Rowe Price Retirement I 2035 Fund
0.00%0.99%3.35%6.20%3.60%3.17%4.18%4.71%3.05%1.52%1.04%
FLCNX
Fidelity Contrafund K6
0.29%0.36%0.49%0.62%0.20%0.21%0.30%0.33%0.15%0.00%0.00%

Drawdowns

TRPJX vs. FLCNX - Drawdown Comparison


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-2.76%
-12.07%
TRPJX
FLCNX

Volatility

TRPJX vs. FLCNX - Volatility Comparison

The current volatility for T. Rowe Price Retirement I 2035 Fund (TRPJX) is 0.00%, while Fidelity Contrafund K6 (FLCNX) has a volatility of 15.03%. This indicates that TRPJX 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril0
15.03%
TRPJX
FLCNX