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ES vs. FSELX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ES vs. FSELX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eversource Energy (ES) and Fidelity Select Semiconductors Portfolio (FSELX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ES achieves a 4.32% return, which is significantly lower than FSELX's 74.64% return. Over the past 10 years, ES has underperformed FSELX with an annualized return of 5.44%, while FSELX has yielded a comparatively higher 38.57% annualized return.


ES

1D
0.38%
1M
3.48%
YTD
4.32%
6M
4.28%
1Y
10.16%
3Y*
4.00%
5Y*
0.24%
10Y*
5.44%

FSELX

1D
6.51%
1M
9.39%
YTD
74.64%
6M
78.43%
1Y
145.49%
3Y*
63.72%
5Y*
44.40%
10Y*
38.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ES vs. FSELX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ES
Eversource Energy
4.32%22.86%-2.46%-23.43%-5.06%8.18%4.45%34.49%6.41%17.97%
FSELX
Fidelity Select Semiconductors Portfolio
74.64%52.17%49.68%78.49%-35.27%59.16%44.33%64.50%-12.01%34.51%

Correlation

The correlation between ES and FSELX is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.05

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

-0.07

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

0.01

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

0.04

Correlation (All Time)
Calculated using the full available price history since Jul 29, 1985

0.18

The correlation between ES and FSELX shifts across timeframes, from -0.07 (3 years) to 0.18 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

ES vs. FSELX — Risk / Return Rank

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

ES
ES Risk / Return Rank: 5454
Overall Rank
ES Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ES Sortino Ratio Rank: 4747
Sortino Ratio Rank
ES Omega Ratio Rank: 4949
Omega Ratio Rank
ES Calmar Ratio Rank: 5757
Calmar Ratio Rank
ES Martin Ratio Rank: 5858
Martin Ratio Rank

FSELX
FSELX Risk / Return Rank: 9595
Overall Rank
FSELX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FSELX Sortino Ratio Rank: 9292
Sortino Ratio Rank
FSELX Omega Ratio Rank: 8989
Omega Ratio Rank
FSELX Calmar Ratio Rank: 9999
Calmar Ratio Rank
FSELX Martin Ratio Rank: 9999
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.

ES vs. FSELX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eversource Energy (ES) 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.

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.


ESFSELXDifference
Sharpe ratioReturn per unit of total volatility

-3.65

Sortino ratioReturn per unit of downside risk

-3.51

Omega ratioGain probability vs. loss probability

1.09

1.57

-0.47

Calmar ratioReturn relative to maximum drawdown

0.61

9.83

-9.22

Martin ratioReturn relative to average drawdown

1.46

35.64

-34.17

ES vs. FSELX - Sharpe Ratio Comparison

The current ES Sharpe Ratio is 0.37, which is lower than the FSELX Sharpe Ratio of 4.03. The chart below compares the historical Sharpe Ratios of ES and FSELX, 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

ES vs. FSELX - Drawdown Comparison

The maximum ES drawdown since its inception was -73.04%, smaller than the maximum FSELX drawdown of -82.54%. Use the drawdown chart below to compare losses from any high point for ES and FSELX.


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Drawdown Indicators


ESFSELXDifference

Max Drawdown

Largest peak-to-trough decline

-73.04%

-82.54%

+9.50%

Max Drawdown (1Y)

Largest decline over 1 year

-15.13%

-14.38%

-0.75%

Max Drawdown (3Y)

Largest decline over 3 years

-28.65%

-36.31%

+7.66%

Max Drawdown (5Y)

Largest decline over 5 years

-41.69%

-46.37%

+4.68%

Max Drawdown (10Y)

Largest decline over 10 years

-41.69%

-46.37%

+4.68%

Current Drawdown

Current decline from peak

-13.32%

-6.32%

-7.00%

Average Drawdown

Average peak-to-trough decline

-19.06%

-28.68%

+9.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.30%

3.96%

+2.34%

Volatility

ES vs. FSELX - Volatility Comparison

The current volatility for Eversource Energy (ES) is 7.72%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 17.37%. This indicates that ES 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.


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Volatility by Period


ESFSELXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.72%

17.37%

-9.65%

Volatility (6M)

Calculated over the trailing 6-month period

16.00%

28.71%

-12.71%

Volatility (1Y)

Calculated over the trailing 1-year period

24.68%

35.11%

-10.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.94%

39.38%

-15.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.35%

35.29%

-10.94%

Dividends

ES vs. FSELX - Dividend Comparison

ES's dividend yield for the trailing twelve months is around 4.48%, less than FSELX's 9.38% yield.


PositionTTM20252024202320222021202020192018201720162015
ES
Eversource Energy
4.48%4.47%4.98%4.37%3.04%2.65%2.62%2.52%3.11%3.01%3.22%3.27%
FSELX
Fidelity Select Semiconductors Portfolio
9.38%11.11%7.97%7.20%6.69%6.99%8.13%3.36%26.80%14.44%3.82%15.22%

Frequently Asked Questions


ES and FSELX have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FSELX has higher volatility (17.37%) compared to ES (7.72%). In terms of maximum drawdown, ES dropped -73.04% vs FSELX's -82.54%.

FSELX currently has the higher Sharpe Ratio (4.03 vs 0.37), 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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