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VRTTX vs. FCNTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VRTTX and FCNTX is 0.93, 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

VRTTX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

450.00%500.00%550.00%600.00%December2025FebruaryMarchAprilMay
518.22%
567.96%
VRTTX
FCNTX

Key characteristics

Sharpe Ratio

VRTTX:

0.68

FCNTX:

0.65

Sortino Ratio

VRTTX:

1.06

FCNTX:

1.03

Omega Ratio

VRTTX:

1.16

FCNTX:

1.15

Calmar Ratio

VRTTX:

0.69

FCNTX:

0.72

Martin Ratio

VRTTX:

2.69

FCNTX:

2.39

Ulcer Index

VRTTX:

4.95%

FCNTX:

6.04%

Daily Std Dev

VRTTX:

19.69%

FCNTX:

22.17%

Max Drawdown

VRTTX:

-34.96%

FCNTX:

-48.74%

Current Drawdown

VRTTX:

-8.20%

FCNTX:

-8.63%

Returns By Period

In the year-to-date period, VRTTX achieves a -3.90% return, which is significantly lower than FCNTX's -1.52% return. Over the past 10 years, VRTTX has underperformed FCNTX with an annualized return of 11.65%, while FCNTX has yielded a comparatively higher 12.82% annualized return.


VRTTX

YTD

-3.90%

1M

11.54%

6M

-2.10%

1Y

9.71%

5Y*

15.69%

10Y*

11.65%

FCNTX

YTD

-1.52%

1M

14.04%

6M

-2.94%

1Y

9.87%

5Y*

15.57%

10Y*

12.82%

*Annualized

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VRTTX vs. FCNTX - Expense Ratio Comparison

VRTTX has a 0.08% expense ratio, which is lower than FCNTX's 0.39% expense ratio.


Risk-Adjusted Performance

VRTTX vs. FCNTX — Risk-Adjusted Performance Rank

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

VRTTX
The Risk-Adjusted Performance Rank of VRTTX is 6161
Overall Rank
The Sharpe Ratio Rank of VRTTX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of VRTTX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VRTTX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VRTTX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of VRTTX is 6262
Martin Ratio Rank

FCNTX
The Risk-Adjusted Performance Rank of FCNTX is 5959
Overall Rank
The Sharpe Ratio Rank of FCNTX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of FCNTX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of FCNTX is 5656
Omega Ratio Rank
The Calmar Ratio Rank of FCNTX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FCNTX is 5656
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.

VRTTX vs. FCNTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) 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 VRTTX Sharpe Ratio is 0.68, which is comparable to the FCNTX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of VRTTX 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.68
0.65
VRTTX
FCNTX

Dividends

VRTTX vs. FCNTX - Dividend Comparison

VRTTX's dividend yield for the trailing twelve months is around 1.30%, less than FCNTX's 5.04% yield.


TTM20242023202220212020201920182017201620152014
VRTTX
Vanguard Russell 3000 Index Fund Institutional Shares
1.30%1.20%1.49%1.54%1.18%1.38%1.66%1.96%1.69%1.89%1.91%1.73%
FCNTX
Fidelity Contrafund Fund
5.04%4.19%4.26%13.65%10.80%8.01%4.16%9.14%6.08%3.81%5.33%7.55%

Drawdowns

VRTTX vs. FCNTX - Drawdown Comparison

The maximum VRTTX drawdown since its inception was -34.96%, smaller than the maximum FCNTX drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for VRTTX and FCNTX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.20%
-8.63%
VRTTX
FCNTX

Volatility

VRTTX vs. FCNTX - Volatility Comparison

Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 13.18% and 13.43%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
13.18%
13.43%
VRTTX
FCNTX