Communication Servies
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
FCOM Fidelity MSCI Communication Services Index ETF | Large Cap Growth Equities | 15.94% |
GOOG Alphabet Inc | Communication Services | 54.06% |
META Meta Platforms, Inc. | Communication Services | 30% |
Performance
Performance Chart
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The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG
Returns By Period
As of Jun 3, 2025, the Communication Servies returned -0.81% Year-To-Date and 20.94% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.92% | 4.38% | -1.84% | 12.48% | 13.71% | 10.99% |
| Communication Servies | -0.81% | 6.14% | 4.10% | 15.22% | 20.85% | 20.94% |
| Portfolio components: | ||||||
META Meta Platforms, Inc. | 14.69% | 12.37% | 13.36% | 44.24% | 23.97% | 23.43% |
GOOG Alphabet Inc | -10.44% | 2.75% | -1.28% | -1.60% | 18.97% | 20.43% |
FCOM Fidelity MSCI Communication Services Index ETF | 3.81% | 6.18% | 2.49% | 21.22% | 11.89% | 10.55% |
Monthly Returns
The table below presents the monthly returns of Communication Servies, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 10.80% | -10.08% | -10.38% | -0.01% | 10.64% | 0.42% | -0.81% | ||||||
| 2024 | 3.98% | 8.12% | 4.46% | 0.41% | 6.52% | 5.89% | -4.94% | 0.71% | 4.74% | 1.84% | 0.41% | 6.98% | 45.91% |
| 2023 | 16.34% | -0.04% | 16.19% | 6.55% | 11.08% | 2.23% | 9.67% | -0.92% | -2.39% | -2.83% | 7.64% | 6.21% | 92.66% |
| 2022 | -6.38% | -10.92% | 3.38% | -14.90% | -1.30% | -8.79% | 3.76% | -3.38% | -13.40% | -9.94% | 11.27% | -7.83% | -47.04% |
| 2021 | 0.93% | 7.26% | 4.86% | 13.09% | 0.35% | 4.47% | 5.13% | 6.64% | -8.61% | 4.73% | -3.13% | 2.28% | 43.09% |
| 2020 | 3.54% | -5.92% | -13.40% | 17.71% | 7.32% | -0.31% | 7.34% | 11.57% | -9.58% | 5.84% | 8.21% | 0.02% | 31.78% |
| 2019 | 13.91% | -0.82% | 3.80% | 6.49% | -7.26% | 2.32% | 7.55% | -3.06% | 0.31% | 4.53% | 4.07% | 2.19% | 37.76% |
| 2018 | 8.38% | -5.27% | -7.14% | 1.76% | 6.67% | 2.36% | 1.84% | 1.50% | -2.34% | -8.08% | -1.03% | -6.25% | -8.81% |
| 2017 | 5.78% | 2.60% | 1.78% | 7.82% | 3.81% | -3.62% | 5.29% | 1.04% | 0.85% | 4.43% | 0.20% | 1.26% | 35.49% |
| 2016 | 1.25% | -3.85% | 6.49% | -2.85% | 3.31% | -3.25% | 8.94% | -0.51% | 1.36% | 0.50% | -4.20% | 1.39% | 7.95% |
| 2015 | -0.25% | 4.64% | -0.26% | -1.48% | -0.61% | 1.02% | 13.72% | -2.56% | -1.28% | 14.62% | 3.02% | 1.31% | 34.75% |
| 2014 | -4.17% | 5.79% | 3.44% | 2.17% | 0.92% | 2.22% | -2.84% | -0.35% | -1.86% | 5.02% |
Expense Ratio
Communication Servies has an expense ratio of 0.01%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Communication Servies is 21, meaning it’s performing worse than 79% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
META Meta Platforms, Inc. | 1.20 | 1.74 | 1.23 | 1.23 | 3.70 |
GOOG Alphabet Inc | -0.05 | 0.06 | 1.01 | -0.12 | -0.25 |
FCOM Fidelity MSCI Communication Services Index ETF | 1.01 | 1.51 | 1.21 | 1.03 | 3.39 |
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Dividends
Dividend yield
Communication Servies provided a 0.49% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.49% | 0.41% | 0.12% | 0.17% | 0.14% | 0.11% | 0.14% | 0.44% | 1.20% | 0.36% | 0.47% | 0.43% |
| Portfolio components: | ||||||||||||
META Meta Platforms, Inc. | 0.30% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GOOG Alphabet Inc | 0.47% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FCOM Fidelity MSCI Communication Services Index ETF | 0.89% | 0.87% | 0.77% | 1.04% | 0.90% | 0.68% | 0.86% | 2.78% | 7.54% | 2.25% | 2.92% | 2.69% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Communication Servies. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Communication Servies was 55.66%, occurring on Nov 3, 2022. Recovery took 302 trading sessions.
The current Communication Servies drawdown is 11.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.66% | Sep 2, 2021 | 296 | Nov 3, 2022 | 302 | Jan 19, 2024 | 598 |
| -31.18% | Feb 20, 2020 | 23 | Mar 23, 2020 | 64 | Jun 23, 2020 | 87 |
| -27.25% | Feb 5, 2025 | 44 | Apr 8, 2025 | — | — | — |
| -26.39% | Jul 26, 2018 | 105 | Dec 24, 2018 | 83 | Apr 25, 2019 | 188 |
| -16.92% | Sep 3, 2020 | 14 | Sep 23, 2020 | 31 | Nov 5, 2020 | 45 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 3 assets, with an effective number of assets of 2.45, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | META | FCOM | GOOG | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.61 | 0.77 | 0.70 | 0.74 |
| META | 0.61 | 1.00 | 0.63 | 0.65 | 0.86 |
| FCOM | 0.77 | 0.63 | 1.00 | 0.66 | 0.76 |
| GOOG | 0.70 | 0.65 | 0.66 | 1.00 | 0.93 |
| Portfolio | 0.74 | 0.86 | 0.76 | 0.93 | 1.00 |