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Fidelity Contra Fund Class K: (MF: FCNKX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$20.71 USD
+0.03 (0.15%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.68 | 1 |
| 3 months | 6.51 | 11 |
| 6 months | 25.68 | 1 |
| 1 Year | 39.91 | 1 |
| 3 Year | 11.03 | 4 |
| 5 Year | 17.49 | 6 |
| 10 Year | 15.04 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 981.91 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 39.91 |
| 5 Year | 17.48 |
| 10 Year | 15.04 |
| Since Inception | 11.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 17.99 | 6.51 | NA | NA |
| 2023 | 11.59 | 12.29 | -0.13 | 11.46 |
| 2022 | -9.77 | -20.34 | -3.82 | 3.85 |
| 2021 | 2.60 | 11.63 | 0.47 | 8.24 |
| 2020 | -13.60 | 26.91 | 11.77 | 8.18 |
| 2019 | 14.57 | 5.52 | -2.35 | 10.25 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 25.68 | 39.49 | -28.21 | 24.59 | 32.58 | 30.17 | -2.10 | 32.38 | 3.43 | 6.59 | 9.67 |
| % Total Return Rel to Index | 10.38 | 13.24 | -10.00 | -4.09 | 14.18 | -1.31 | 2.28 | 10.59 | -8.50 | 5.20 | -3.96 |
| % Total Return Rel to Peer | 15.01 | 16.49 | -8.51 | 2.53 | 12.66 | 1.74 | 4.75 | 11.70 | -4.38 | 8.19 | 1.47 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 |
| % Dividends | 0.01 | 0.08 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.03 | 0.04 | 0.03 |
| % Yield | 0.07 | 0.60 | 0.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.37 | 0.37 | 0.32 |
| Capital Gains ($) | 0.01 | 0.61 | 1.36 | 2.03 | 1.35 | 0.57 | 1.00 | 0.74 | 0.34 | 0.49 | 0.68 |
| Expense Ratio | 0.00 | 0.34 | 0.47 | 0.74 | 0.78 | 0.76 | 0.72 | 0.65 | 0.58 | 0.43 | 0.54 |
* 1 = Top 20%, 5 = Bottom 20%