FCNKX: FIDELITY CONTRAFUND CLASS K (MUTUAL FUND)
Basic Info 18.18 0.35(1.89%) April 19
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (68%) |
Start Date: | 05/15/2008 |
Last Dividend Date: | 02/16/2024 |
12-Mo. Yield | 4.38% |
Expenses | 0.55% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/15/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.9 | 12.7 | 38.6 | 9.0 | 15.7 | 14.4 | 15.9 | 11.7 | 39.5 | -28.4 | 24.7 | 32.5 | 30.2 | -2.3 | 32.4 | 3.4 | 6.6 | 9.7 | 34.3 | 16.4 | -0.0 | 17.1 | 29.4 | -34.9 |
Sharpe Ratio | NA | 4.7 | 3.12 | 0.43 | 0.67 | 0.74 | NA | 0.57 | 2.58 | -1.1 | 1.57 | 0.95 | 2.01 | -0.17 | 3.6 | 0.24 | 0.42 | 0.74 | 2.94 | 1.26 | 0.0 | 1.01 | 1.39 | -1.24 |
Draw Down(%) | NA | 2.1 | 6.8 | 32.6 | 32.6 | 32.6 | NA | 46.4 | 6.8 | 31.4 | 7.7 | 29.3 | 8.0 | 22.6 | 2.7 | 12.2 | 11.8 | 7.9 | 6.1 | 9.2 | 17.2 | 12.4 | 19.1 | 44.7 |
Standard Deviation(%) | NA | 15.4 | 13.5 | 19.5 | 22.4 | 19.0 | NA | 19.8 | 13.8 | 27.0 | 15.7 | 33.7 | 14.3 | 20.6 | 8.9 | 13.7 | 15.5 | 13.1 | 11.7 | 13.1 | 22.4 | 16.8 | 21.2 | 40.4 |
Treynor Ratio | NA | 0.9 | 0.58 | 0.12 | 0.19 | 0.17 | NA | 0.14 | 0.52 | -0.43 | 0.37 | 0.35 | 0.44 | -0.04 | 0.32 | 0.04 | 0.07 | 0.1 | 0.36 | 0.19 | 0.0 | 0.2 | 0.35 | -0.55 |
Alpha | NA | 0.11 | 0.04 | 0.03 | 0.02 | 0.01 | NA | 0.01 | 0.02 | 0.0 | 0.05 | -0.06 | 0.0 | -0.01 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | -0.02 |
Beta | NA | 0.8 | 0.73 | 0.7 | 0.78 | 0.81 | NA | 0.84 | 0.69 | 0.7 | 0.67 | 0.93 | 0.66 | 0.98 | 1.0 | 0.91 | 0.95 | 0.94 | 0.95 | 0.88 | 0.84 | 0.86 | 0.85 | 0.91 |
RSquared | NA | 0.88 | 0.88 | 0.89 | 0.91 | 0.91 | NA | 0.93 | 0.88 | 0.91 | 0.85 | 0.97 | 0.71 | 0.98 | 0.93 | 0.96 | 0.98 | 0.97 | 0.95 | 0.95 | 0.98 | 0.97 | 0.97 | 0.97 |
Yield(%) | N/A | 0.1 | 3.9 | 7.1 | 9.4 | 10.0 | 16.2 | N/A | 5.8 | 7.7 | 12.2 | 9.7 | 5.2 | 8.2 | 7.7 | 3.9 | 5.5 | 7.7 | 9.4 | 1.3 | 0.4 | 0.8 | 0.6 | 0.4 |
Dividend Growth(%) | N/A | -97.1 | -62.7 | 21.0 | 74.7 | N/A | N/A | N/A | -51.7 | -28.6 | 50.4 | 136.8 | -43.6 | 31.2 | 102.6 | -29.6 | -26.0 | -2.7 | 733.3 | 200.0 | -40.0 | 66.7 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2008
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