FCNTX: Fidelity Contrafund (MUTUAL FUND)
Basic Info 18.97 0.03(0.16%) March 28
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (96%) |
Start Date: | 01/02/1980 |
Last Dividend Date: | 02/16/2024 |
12-Mo. Yield | 4.32% |
Expenses | 0.55% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/28/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 18.0 | 51.9 | 12.9 | 19.2 | 15.6 | 17.0 | 12.8 | 9.6 | 35.0 | -28.4 | 24.5 | 43.5 | 30.0 | -2.4 | 32.3 | 3.3 | 6.5 | 9.6 | 34.1 | 16.2 | -0.1 | 16.9 | 29.2 | -37.2 | 19.8 | 11.5 | 16.2 | 15.1 | 28.0 | -4.9 | -12.6 | -6.8 | 5.9 | 21.5 | 10.6 | 10.9 | 25.6 | -1.8 | 12.3 | 7.3 | 47.6 | 3.4 | 32.6 | 18.0 | -5.0 | -7.2 | 24.5 | -23.3 | 15.1 | -1.0 | -18.6 | 20.8 |
Sharpe Ratio | NA | 6.61 | 3.18 | 0.53 | 0.74 | 0.73 | NA | NA | 0.38 | 2.21 | -1.1 | 1.56 | 1.24 | 1.99 | -0.18 | 3.58 | 0.23 | 0.42 | 0.73 | 2.92 | 1.25 | -0.01 | 1.0 | 1.38 | -1.11 | 1.1 | 0.71 | 1.34 | 1.24 | 2.16 | -0.35 | -1.09 | -0.53 | 0.12 | 0.87 | 0.42 | 0.66 | 1.51 | -0.45 | 0.89 | 0.42 | 2.74 | -0.16 | 2.21 | 1.31 | -0.33 | -0.64 | 2.17 | -1.39 | 0.67 | -0.37 | -1.23 | 0.76 |
Draw Down(%) | NA | 2.1 | 6.8 | 32.7 | 32.7 | 32.7 | NA | NA | 49.2 | 6.8 | 31.5 | 7.7 | 29.4 | 8.0 | 22.6 | 2.7 | 12.2 | 11.8 | 7.9 | 6.1 | 9.2 | 17.2 | 12.5 | 19.1 | 46.2 | 8.6 | 11.6 | 6.5 | 8.5 | 10.1 | 18.0 | 23.7 | 17.6 | 14.2 | 23.8 | 15.5 | 7.6 | 9.5 | 9.9 | 11.4 | 8.3 | 10.1 | 18.4 | 11.1 | 6.2 | 36.8 | 14.0 | 5.1 | 34.5 | 10.8 | 24.6 | 23.6 | 19.6 |
Standard Deviation(%) | NA | 15.7 | 13.6 | 19.6 | 22.7 | 19.2 | NA | NA | 17.7 | 14.0 | 27.1 | 15.7 | 34.6 | 14.4 | 20.7 | 8.9 | 13.7 | 15.5 | 13.1 | 11.7 | 13.1 | 22.4 | 16.9 | 21.2 | 34.3 | 15.3 | 11.7 | 10.5 | 11.4 | 12.6 | 17.0 | 13.9 | 20.7 | 22.5 | 21.0 | 17.0 | 11.1 | 14.4 | 10.5 | 11.4 | 11.6 | 15.9 | 11.7 | 12.2 | 10.1 | 27.6 | 17.5 | 8.9 | 21.5 | 13.4 | 22.7 | 23.3 | 16.7 |
Treynor Ratio | NA | 1.31 | 0.61 | 0.15 | 0.22 | 0.17 | NA | NA | 0.11 | 0.46 | -0.43 | 0.36 | 0.46 | 0.43 | -0.04 | 0.32 | 0.03 | 0.07 | 0.1 | 0.36 | 0.19 | 0.0 | 0.19 | 0.34 | -0.42 | 0.19 | 0.1 | 0.18 | 0.2 | 0.45 | -0.13 | -0.51 | -0.21 | 0.04 | 0.25 | 0.11 | 0.18 | 0.34 | -0.06 | 0.21 | 0.09 | 0.52 | -0.04 | 0.44 | 0.26 | -0.27 | -0.43 | 2.57 | 147.73 | -1.91 | -0.96 | -2.75 | -1.66 |
Alpha | NA | 0.12 | 0.04 | 0.03 | 0.02 | 0.01 | NA | NA | 0.02 | 0.01 | 0.0 | 0.05 | -0.03 | 0.0 | -0.01 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | -0.02 | 0.04 | 0.04 | 0.03 | 0.04 | 0.04 | 0.05 | -0.02 | 0.01 | -0.02 | 0.0 | -0.01 | 0.01 | 0.02 | -0.02 | 0.05 | 0.02 | 0.03 | 0.0 | 0.03 | 0.04 | 0.03 | -0.03 | 0.06 | -0.12 | 0.04 | -0.03 | -0.1 | 0.06 |
Beta | NA | 0.8 | 0.71 | 0.7 | 0.77 | 0.81 | NA | NA | 0.59 | 0.68 | 0.7 | 0.67 | 0.93 | 0.66 | 0.98 | 1.0 | 0.91 | 0.95 | 0.93 | 0.95 | 0.88 | 0.84 | 0.87 | 0.85 | 0.9 | 0.91 | 0.83 | 0.78 | 0.7 | 0.61 | 0.45 | 0.3 | 0.53 | 0.7 | 0.74 | 0.63 | 0.4 | 0.63 | 0.78 | 0.48 | 0.53 | 0.83 | 0.53 | 0.61 | 0.5 | 0.33 | 0.26 | 0.07 | 0.0 | -0.05 | 0.09 | 0.1 | -0.08 |
RSquared | NA | 0.87 | 0.83 | 0.88 | 0.86 | 0.89 | NA | NA | 0.53 | 0.84 | 0.91 | 0.85 | 0.91 | 0.71 | 0.98 | 0.93 | 0.96 | 0.98 | 0.94 | 0.95 | 0.95 | 0.98 | 0.97 | 0.97 | 0.96 | 0.95 | 0.84 | 0.75 | 0.8 | 0.86 | 0.69 | 0.58 | 0.78 | 0.47 | 0.73 | 0.57 | 0.27 | 0.21 | 0.63 | 0.18 | 0.26 | 0.68 | 0.73 | 0.46 | 0.61 | 0.22 | 0.11 | 0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.26% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.23% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.11% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.04% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.21% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.02% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.16% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.04% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.16% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.15% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.31% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.24% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.26% (99%)
- QQQQ (PowerShares QQQ) 0.18% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.19% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.34% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.52% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.30% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.17% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.22% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.05% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.24% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.54% (98%)
- GAM (General American Investors Closed Fund) 0.28% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 2.53% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.86% (97%)
- FXBY (Foxby Corp) 0.20% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 1.35% (22%)