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FCNTX: Fidelity Contrafund (MUTUAL FUND)
Basic Info 22.15 0.29(1.33%) January 22
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (96%) |
Start Date: | 01/02/1980 |
Last Dividend Date: | 12/06/2024 |
12-Mo. Yield | 0.02% |
Expenses | 0.55% |
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Performance Analytics (As of 01/22/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2024 | 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(%) | 5.3 | 5.3 | 32.6 | 12.4 | 16.0 | 15.5 | 15.2 | 12.5 | 9.6 | 30.8 | 33.7 | -27.5 | 24.5 | 32.5 | 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 | 4.35 | 1.59 | 0.33 | 0.57 | 0.7 | NA | NA | 0.38 | 1.49 | 2.12 | -1.07 | 1.56 | 0.95 | 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 | 3.2 | 10.9 | 27.5 | 31.8 | 31.8 | NA | NA | 49.2 | 10.9 | 7.7 | 30.6 | 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 | 17.9 | 16.5 | 20.0 | 22.8 | 19.3 | NA | NA | 17.6 | 16.2 | 14.0 | 27.1 | 15.7 | 33.7 | 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 | 0.99 | 0.36 | 0.09 | 0.18 | 0.17 | NA | NA | 0.11 | 0.34 | 0.43 | -0.41 | 0.48 | 0.37 | 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 | 0.03 | 0.01 | 0.03 | 0.01 | NA | NA | 0.02 | 0.03 | 0.01 | 0.01 | 0.09 | -0.04 | 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 | 0.78 | 0.73 | 0.71 | 0.73 | 0.77 | NA | NA | 0.59 | 0.72 | 0.69 | 0.7 | 0.51 | 0.88 | 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 | 0.96 | 0.83 | 0.89 | 0.83 | 0.85 | NA | NA | 0.52 | 0.82 | 0.85 | 0.92 | 0.6 | 0.88 | 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 |
Yield(%) | N/A | 0.0 | 0.1 | 3.0 | 7.1 | 8.5 | 11.7 | 10.4 | N/A | 0.1 | 0.6 | 8.8 | 12.3 | 9.7 | 5.2 | 8.1 | 7.6 | 3.9 | 5.4 | 7.5 | 9.4 | 1.2 | 0.3 | 0.7 | 0.4 | 1.2 | 7.5 | 10.4 | 2.1 | 0.1 | 0.1 | 5.5 | 0.5 | 11.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -77.9 | -63.2 | 58.1 | 177.6 | 322.1 | 1093.5 | N/A | -77.9 | -95.3 | -18.6 | 50.9 | 135.6 | -43.4 | 33.3 | 101.3 | -28.8 | -26.2 | -4.3 | 791.3 | 347.6 | -52.5 | 99.0 | -77.0 | -82.5 | -28.5 | 473.3 | 2566.7 | 12.5 | -98.3 | 968.2 | -96.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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