Fidelity Contrafund 定投收益计算器
测算 Fidelity Contrafund 的真实历史定投回报与复利增值。基于官方公开历史净值，回测不同定投金额、持有期限及每年递增投资效果。
基金类别
Large Blend / Growth (US)
资产规模 (AUM)
$177.32 Billion
管理费率 (Expense Ratio)
0.74%
基金经理
William Danoff, Asher Anolic & Jason Weiner
Fidelity Contrafund 历史定投表现及收益矩阵表
基于实际历史复合年化回报率（CAGR）测算的不同月定投金额持有收益。
| 每月定投金额 | 3 年期 @ 28.1% CAGR | 5 年期 @ 15.3% CAGR | 10 年期 @ 17.9% CAGR |
|---|---|---|---|
| $100/月 | $5,682 累计投入: $3,600 | $9,054 累计投入: $6,000 | $33,434 累计投入: $12,000 |
| $250/月 | $14,206 累计投入: $9,000 | $22,636 累计投入: $15,000 | $83,585 累计投入: $30,000 |
| $500/月 | $28,412 累计投入: $18,000 | $45,272 累计投入: $30,000 | $167,169 累计投入: $60,000 |
| $1,000/月 | $56,824 累计投入: $36,000 | $90,545 累计投入: $60,000 | $334,339 累计投入: $120,000 |
| $2,500/月 | $142,061 累计投入: $90,000 | $226,362 累计投入: $150,000 | $835,847 累计投入: $300,000 |
* 测算基于实际基金历史年化收益率。基金投资不同于银行存款，实际投资回报随二级市场净值实时波动。
关于 Fidelity Contrafund
Fidelity Contrafund (FCNTX) is one of the most famous and successful actively managed mutual funds in American history. Led by legendary portfolio manager Will Danoff since 1990, Contrafund seeks high-conviction growth opportunities in industry-leading 'best-of-breed' companies.
投资策略与运作方式
Active Growth at Reasonable Price (GARP) — Invests in large-cap growth and value companies whose value is not fully recognized by the public. Danoff focuses on companies with visionary management teams, high return on capital, and multi-year competitive moats.
核心亮点与产品特征
- Managed by legendary investor Will Danoff for over 35 consecutive years since 1990
- Over $160 Billion in assets under management
- Impressive 10-year annualized return of ~18.16%, beating the S&P 500 benchmark
- $0 minimum investment on Fidelity platform
历史年化收益表现 (CAGR)
近3年年化
28.07%
近5年年化
15.34%
近10年年化
17.91%
业绩基准
S&P 500 Index
Historical annualized returns as of August 2026. Mutual fund investments are subject to market risks.
前五大核心持仓与行业分布
根据最新公开披露，Fidelity Contrafund 的核心持仓与资产配置如下：
前五大重仓资产
- Meta Platforms Inc. (META)
- Berkshire Hathaway Inc. (BRK.B)
- Microsoft Corp. (MSFT)
- Amazon.com Inc. (AMZN)
- NVIDIA Corp. (NVDA)
行业板块分布
Information Technology 29.5%, Financials 17.2%, Communication Services 16.8%, Consumer Discretionary 13.4%, Healthcare 9.5%, Industrials 6.8%, Others 6.8%
风险特征与最大回撤
Standard deviation is ~16.2% over 3 years with superior upside capture.
Experienced -32% drawdown in 2022 followed by exceptional multi-year outperformance.
交易规则与税费说明
Active turnover may generate annual capital gain distributions; highly suitable for IRAs and 401(k)s.
哪些投资者不适合投资 Fidelity Contrafund？
Index purists unwilling to pay active management fees or investors seeking pure passive benchmarks.
基金经理简介
Led by Will Danoff since 1990, alongside co-managers Asher Anolic and Jason Weiner (since 2025).
适合哪些投资者？
Ideal for investors seeking active management excellence, multi-decade alpha track records, and high-conviction large-cap domestic equity growth.
同类别备选基金
- Fidelity Blue Chip Growth Fund (FBCG)
- American Funds Growth Fund of America (AGTHX)
- Fidelity 500 Index Fund (FXAIX)
您也可以通过我们的 智能定投主计算器 对比多只基金，在相同定投金额与周期下直观比对历史表现。
更多定投与财务规划实用工具
- 财务自由 (FIRE) 计算器 — 规划您的提前退休与被动收入目标
- 推迟定投成本计算器 — 直观测算推迟开始定投将损失的复利财富
- 定投 vs 还贷 (SIP vs EMI) 计算器 — 科学权衡提前还房贷还是坚持基金定投
常见问题解答 (FAQ) — Fidelity Contrafund
Fidelity Contrafund 的历史定投回报表现如何？
根据交易所公开历史数据，Fidelity Contrafund 近3年年化回报率为 28.07%，近5年年化为 15.34%，近10年年化为 17.91%。 Historical annualized returns as of August 2026. Mutual fund investments are subject to market risks.
基金定投（SIP）的回报是如何计算的？
定投回报采用扩展内部收益率（XIRR）或基于真实历史月度净值的复利回测计算。在每月设定的扣款日，定投金额会按当天公布的基金份额净值（NAV）申购份额。在市场回调时自动购入更多份额、市场上涨时购入更少份额，通过时间平摊持仓成本并实现复利。
每月定投 $500，5年后大约能积累多少资产？
按年化复合回报率 15.34% 测算，每月定投 $500（5年累计投入本金 $30,000），5年后预期期末总资产约为 $45,272，预期资产增值收益约为 $15,272。您可以使用上方计算器输入自定义金额与年份测试。
Fidelity Contrafund 的前几大重仓资产包含哪些？
Fidelity Contrafund 的核心重仓包括 Meta Platforms Inc. (META)、Berkshire Hathaway Inc. (BRK.B)、Microsoft Corp. (MSFT) 等知名标的。行业配置侧重于 Information Technology 29.5%, Financials 17.2%, Communication Services 16.8%, Consumer Discretionary 13.4%, Healthcare 9.5%, Industrials 6.8%, Others 6.8%。
Fidelity Contrafund 的投资风险等级如何？
Standard deviation is ~16.2% over 3 years with superior upside capture. 本基金可能不适合 Index purists unwilling to pay active management fees or investors seeking pure passive benchmarks.
投资该基金有哪些税费或交易成本？
Active turnover may generate annual capital gain distributions; highly suitable for IRAs and 401(k)s.
数据更新时间: 2026年9月 | 历史净值来自官方公开交易所行情