CMGIX vs. FSCSX

In the year-to-date period, CMGIX achieves a 15.58% return, which is significantly higher than FSCSX's 2.17% return. Over the past 10 years, CMGIX has outperformed FSCSX with an annualized return of 10.71%, while FSCSX has yielded a comparatively lower 9.56% annualized return.

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CMGIX has a 0.80% expense ratio, which is higher than FSCSX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) 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.

The current CMGIX Sharpe Ratio is 0.99, which is higher than the FSCSX Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of CMGIX and FSCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither CMGIX nor FSCSX has paid dividends to shareholders.

The maximum CMGIX drawdown since its inception was -82.66%, which is greater than FSCSX's maximum drawdown of -58.42%. Use the drawdown chart below to compare losses from any high point for CMGIX and FSCSX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) is 7.43%, while Fidelity Select Software & IT Services Portfolio (FSCSX) has a volatility of 9.97%. This indicates that CMGIX 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.