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AGO vs. FSCSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGO vs. FSCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Assured Guaranty Ltd. (AGO) and Fidelity Select Software & IT Services Portfolio (FSCSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with AGO having a -14.12% return and FSCSX slightly higher at -13.54%. Over the past 10 years, AGO has underperformed FSCSX with an annualized return of 13.58%, while FSCSX has yielded a comparatively higher 16.09% annualized return.


AGO

1D
1.08%
1M
0.94%
YTD
-14.12%
6M
-14.45%
1Y
-8.27%
3Y*
13.91%
5Y*
12.01%
10Y*
13.58%

FSCSX

1D
-0.35%
1M
2.79%
YTD
-13.54%
6M
-13.86%
1Y
-10.77%
3Y*
9.63%
5Y*
5.10%
10Y*
16.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGO vs. FSCSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AGO
Assured Guaranty Ltd.
-14.12%1.44%22.08%22.52%26.20%62.33%-33.94%30.12%14.95%-9.03%
FSCSX
Fidelity Select Software & IT Services Portfolio
-13.54%6.96%19.66%51.72%-29.13%18.13%45.55%38.99%4.08%38.60%

Correlation

The correlation between AGO and FSCSX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.32

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Apr 23, 2004

0.40

Over the past year, the correlation between AGO and FSCSX has dropped to 0.11 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.

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Return for Risk

AGO vs. FSCSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGO
AGO Risk / Return Rank: 2424
Overall Rank
AGO Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
AGO Sortino Ratio Rank: 2323
Sortino Ratio Rank
AGO Omega Ratio Rank: 2323
Omega Ratio Rank
AGO Calmar Ratio Rank: 2929
Calmar Ratio Rank
AGO Martin Ratio Rank: 2121
Martin Ratio Rank

FSCSX
FSCSX Risk / Return Rank: 22
Overall Rank
FSCSX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
FSCSX Sortino Ratio Rank: 22
Sortino Ratio Rank
FSCSX Omega Ratio Rank: 22
Omega Ratio Rank
FSCSX Calmar Ratio Rank: 22
Calmar Ratio Rank
FSCSX Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGO vs. FSCSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Assured Guaranty Ltd. (AGO) and Fidelity Select Software & IT Services Portfolio (FSCSX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AGOFSCSXDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.02

Omega ratioGain probability vs. loss probability

0.95

0.95

0.00

Calmar ratioReturn relative to maximum drawdown

-0.43

-0.35

-0.07

Martin ratioReturn relative to average drawdown

-1.04

-0.78

-0.26

AGO vs. FSCSX - Sharpe Ratio Comparison

The current AGO Sharpe Ratio is -0.39, which is comparable to the FSCSX Sharpe Ratio of -0.42. The chart below compares the historical Sharpe Ratios of AGO and FSCSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AGO vs. FSCSX - Drawdown Comparison

The maximum AGO drawdown since its inception was -90.18%, which is greater than FSCSX's maximum drawdown of -64.66%. Use the drawdown chart below to compare losses from any high point for AGO and FSCSX.


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Drawdown Indicators


AGOFSCSXDifference

Max Drawdown

Largest peak-to-trough decline

-90.18%

-64.66%

-25.52%

Max Drawdown (1Y)

Largest decline over 1 year

-19.84%

-34.24%

+14.40%

Max Drawdown (3Y)

Largest decline over 3 years

-21.83%

-34.24%

+12.41%

Max Drawdown (5Y)

Largest decline over 5 years

-30.23%

-37.06%

+6.83%

Max Drawdown (10Y)

Largest decline over 10 years

-61.48%

-37.06%

-24.42%

Current Drawdown

Current decline from peak

-17.86%

-18.48%

+0.62%

Average Drawdown

Average peak-to-trough decline

-19.83%

-13.22%

-6.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.12%

15.37%

-7.25%

Volatility

AGO vs. FSCSX - Volatility Comparison

The current volatility for Assured Guaranty Ltd. (AGO) is 5.98%, while Fidelity Select Software & IT Services Portfolio (FSCSX) has a volatility of 12.57%. This indicates that AGO experiences smaller price fluctuations and is considered to be less risky than FSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGOFSCSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.98%

12.57%

-6.59%

Volatility (6M)

Calculated over the trailing 6-month period

16.99%

25.44%

-8.45%

Volatility (1Y)

Calculated over the trailing 1-year period

21.62%

28.43%

-6.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.30%

26.51%

+0.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.96%

24.63%

+9.33%

Dividends

AGO vs. FSCSX - Dividend Comparison

AGO's dividend yield for the trailing twelve months is around 1.88%, less than FSCSX's 23.23% yield.


PositionTTM20252024202320222021202020192018201720162015
AGO
Assured Guaranty Ltd.
1.88%1.51%1.38%1.50%1.61%1.75%2.54%1.47%1.67%1.68%1.38%1.82%
FSCSX
Fidelity Select Software & IT Services Portfolio
23.23%15.40%19.17%7.72%9.06%6.54%5.10%12.70%6.20%7.15%3.98%5.22%

Frequently Asked Questions


AGO and FSCSX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FSCSX has higher volatility (12.57%) compared to AGO (5.98%). In terms of maximum drawdown, AGO dropped -90.18% vs FSCSX's -64.66%.

AGO currently has the higher Sharpe Ratio (-0.39 vs -0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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