It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FCNKX: FIDELITY CONTRAFUND CLASS K (MUTUAL FUND)
Basic Info 25.84 0.8(3.00%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 05/15/2008 |
| Last Dividend Date: | 02/06/2026 |
| 12-Mo. Yield | 5.16% |
| Expenses | 0.55% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/15/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 6.0 | 21.3 | 26.5 | 15.1 | 17.7 | 15.8 | 13.1 | 21.9 | 36.1 | 39.5 | -27.4 | 24.6 | 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 | 1.17 | 1.64 | 1.47 | 0.68 | 0.83 | NA | 0.63 | 0.92 | 2.04 | 2.63 | -1.07 | 1.57 | 0.96 | 2.01 | -0.18 | 3.59 | 0.23 | 0.42 | 0.74 | 2.94 | 1.26 | 0.0 | 1.01 | 1.39 | -1.24 |
| Draw Down(%) | NA | 11.3 | 11.3 | 19.7 | 31.8 | 31.8 | NA | 46.4 | 19.7 | 10.9 | 6.8 | 30.5 | 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 | 15.7 | 14.0 | 17.0 | 19.1 | 19.7 | NA | 19.7 | 20.6 | 15.9 | 13.8 | 27.1 | 15.7 | 33.6 | 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 | 0.24 | 0.3 | 0.32 | 0.18 | 0.21 | NA | 0.15 | 0.23 | 0.41 | 0.53 | -0.41 | 0.37 | 0.37 | 0.43 | -0.04 | 0.32 | 0.04 | 0.07 | 0.1 | 0.36 | 0.19 | 0.0 | 0.2 | 0.35 | -0.55 |
| Alpha | NA | 0.04 | 0.03 | 0.03 | 0.03 | 0.01 | NA | 0.01 | 0.03 | 0.03 | 0.03 | 0.01 | 0.05 | -0.05 | 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 | 0.76 | 0.78 | 0.78 | 0.74 | 0.79 | NA | 0.83 | 0.81 | 0.79 | 0.69 | 0.7 | 0.67 | 0.88 | 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 | 0.81 | 0.84 | 0.92 | 0.91 | 0.89 | NA | 0.92 | 0.96 | 0.91 | 0.88 | 0.92 | 0.85 | 0.89 | 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 | 0.2 | 5.1 | 6.3 | 6.8 | 10.7 | 12.4 | N/A | 6.0 | 5.6 | 5.8 | 8.8 | 12.2 | 9.6 | 5.2 | 8.1 | 7.7 | 4.0 | 5.5 | 7.6 | 9.5 | 1.4 | 0.4 | 0.8 | 0.6 | 0.4 |
| Dividend Growth(%) | N/A | -96.7 | 7.3 | -46.8 | 40.5 | N/A | N/A | N/A | 39.9 | 29.9 | -58.1 | -18.0 | 50.8 | 135.6 | -43.4 | 31.5 | 98.8 | -28.2 | -26.0 | -4.1 | 711.9 | 229.0 | -41.5 | 72.2 | -0.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2008
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) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to FCNKX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
