BIOPX vs. FSELX
Compare and contrast key facts about Baron Opportunity Fund (BIOPX) and Fidelity Select Semiconductors Portfolio (FSELX).
BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIOPX or FSELX.
Key characteristics
| BIOPX | FSELX | |
|---|---|---|
| YTD Return | 36.45% | 42.47% |
| 1Y Return | 46.50% | 45.49% |
| 3Y Return (Ann) | -1.16% | 13.57% |
| 5Y Return (Ann) | 15.59% | 23.57% |
| 10Y Return (Ann) | 9.82% | 18.56% |
| Sharpe Ratio | 2.22 | 1.28 |
| Sortino Ratio | 2.85 | 1.80 |
| Omega Ratio | 1.40 | 1.23 |
| Calmar Ratio | 1.32 | 1.88 |
| Martin Ratio | 12.18 | 5.36 |
| Ulcer Index | 3.81% | 8.54% |
| Daily Std Dev | 20.86% | 35.88% |
| Max Drawdown | -67.79% | -81.70% |
| Current Drawdown | -4.90% | -8.72% |
Correlation
The correlation between BIOPX and FSELX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BIOPX vs. FSELX - Performance Comparison
In the year-to-date period, BIOPX achieves a 36.45% return, which is significantly lower than FSELX's 42.47% return. Over the past 10 years, BIOPX has underperformed FSELX with an annualized return of 9.82%, while FSELX has yielded a comparatively higher 18.56% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BIOPX vs. FSELX - Expense Ratio Comparison
BIOPX has a 1.31% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
BIOPX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.
Dividends
BIOPX vs. FSELX - Dividend Comparison
BIOPX has not paid dividends to shareholders, while FSELX's dividend yield for the trailing twelve months is around 0.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIOPX Baron Opportunity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
BIOPX vs. FSELX - Drawdown Comparison
The maximum BIOPX drawdown since its inception was -67.79%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for BIOPX and FSELX. For additional features, visit the drawdowns tool.
Volatility
BIOPX vs. FSELX - Volatility Comparison
The current volatility for Baron Opportunity Fund (BIOPX) is 5.78%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 8.87%. This indicates that BIOPX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.