AIGI.L vs. FSPTX

In the year-to-date period, AIGI.L achieves a 1.19% return, which is significantly higher than FSPTX's -3.73% return. Over the past 10 years, AIGI.L has underperformed FSPTX with an annualized return of 2.66%, while FSPTX has yielded a comparatively higher 19.34% annualized return.

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AIGI.L has a 0.49% expense ratio, which is lower than FSPTX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Industrial Metals (AIGI.L) and Fidelity Select Technology Portfolio (FSPTX). 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.

The current AIGI.L Sharpe Ratio is -0.59, which is lower than the FSPTX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of AIGI.L and FSPTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AIGI.L has not paid dividends to shareholders, while FSPTX's dividend yield for the trailing twelve months is around 7.39%.

The maximum AIGI.L drawdown since its inception was -69.67%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for AIGI.L and FSPTX.

The current volatility for WisdomTree Industrial Metals (AIGI.L) is 5.01%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 7.55%. This indicates that AIGI.L experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.