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Fidelity Contra Fund: (MF: FCNTX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$18.28 USD
+0.16 (0.88%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.99 | 1 |
| 3 months | 17.99 | 1 |
| 6 months | 31.48 | 6 |
| 1 Year | 47.41 | 1 |
| 3 Year | 12.71 | 4 |
| 5 Year | 17.16 | 5 |
| 10 Year | 14.66 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 136.93 |
| Bear Market (10/07 - 2/09) | -46.34 |
| Bull Market (2/09 - 3/21) | 960.53 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 47.41 |
| 5 Year | 17.16 |
| 10 Year | 14.66 |
| Since Inception | 12.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 17.99 | NA | NA | NA |
| 2023 | 11.54 | 12.26 | -0.13 | 11.43 |
| 2022 | -9.80 | -20.35 | -3.83 | 3.86 |
| 2021 | 2.55 | 11.66 | 0.37 | 8.27 |
| 2020 | -13.62 | 26.87 | 11.79 | 8.20 |
| 2019 | 14.57 | 5.44 | -2.42 | 10.27 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.99 | 39.35 | -28.25 | 24.45 | 32.55 | 29.98 | -2.17 | 32.25 | 3.34 | 6.49 | 9.55 |
| % Total Return Rel to Index | 7.43 | 13.11 | -10.05 | -4.22 | 14.15 | -1.50 | 2.21 | 10.45 | -8.59 | 5.10 | -4.08 |
| % Total Return Rel to Peer | 8.03 | 16.35 | -8.55 | 2.39 | 12.64 | 1.56 | 4.68 | 11.57 | -4.47 | 8.09 | 1.35 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.07 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.02 | 0.03 | 0.02 |
| % Yield | 0.02 | 0.47 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.27 | 0.28 | 0.23 |
| Capital Gains ($) | 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 | 0.42 | 0.54 | 0.81 | 0.85 | 0.85 | 0.81 | 0.74 | 0.68 | 0.70 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%