EVUAX vs. FSUTX
Compare and contrast key facts about Allspring Utility and Telecommunications Fund (EVUAX) and Fidelity Select Utilities Portfolio (FSUTX).
EVUAX is managed by Allspring Global Investments. It was launched on Jan 3, 1994. FSUTX is managed by Fidelity. It was launched on Dec 9, 1981.
Performance
EVUAX vs. FSUTX - Performance Comparison
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EVUAX vs. FSUTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVUAX Allspring Utility and Telecommunications Fund | 4.92% | 15.41% | 17.68% | -5.17% | -3.47% | 13.95% | 4.19% | 54.25% | 3.25% | 13.66% |
FSUTX Fidelity Select Utilities Portfolio | 6.77% | 16.19% | 28.76% | -1.12% | 5.20% | 17.64% | 0.75% | 22.68% | 8.41% | 17.94% |
Returns By Period
In the year-to-date period, EVUAX achieves a 4.92% return, which is significantly lower than FSUTX's 6.77% return. Over the past 10 years, EVUAX has underperformed FSUTX with an annualized return of 11.08%, while FSUTX has yielded a comparatively higher 12.04% annualized return.
EVUAX
- 1D
- 0.43%
- 1M
- -4.30%
- YTD
- 4.92%
- 6M
- 3.81%
- 1Y
- 15.44%
- 3Y*
- 11.56%
- 5Y*
- 7.69%
- 10Y*
- 11.08%
FSUTX
- 1D
- -0.14%
- 1M
- -4.57%
- YTD
- 6.77%
- 6M
- 6.04%
- 1Y
- 21.04%
- 3Y*
- 17.73%
- 5Y*
- 13.73%
- 10Y*
- 12.04%
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EVUAX vs. FSUTX - Expense Ratio Comparison
EVUAX has a 1.04% expense ratio, which is higher than FSUTX's 0.74% expense ratio.
Return for Risk
EVUAX vs. FSUTX — Risk / Return Rank
EVUAX
FSUTX
EVUAX vs. FSUTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Utility and Telecommunications Fund (EVUAX) and Fidelity Select Utilities Portfolio (FSUTX). 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.
| EVUAX | FSUTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.38 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.88 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.24 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | 2.48 | -0.34 |
Martin ratioReturn relative to average drawdown | 5.19 | 6.24 | -1.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVUAX | FSUTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.38 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.80 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.63 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.68 | 0.00 |
Correlation
The correlation between EVUAX and FSUTX is 0.88, 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.
Dividends
EVUAX vs. FSUTX - Dividend Comparison
EVUAX's dividend yield for the trailing twelve months is around 5.77%, less than FSUTX's 6.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVUAX Allspring Utility and Telecommunications Fund | 5.77% | 6.17% | 4.70% | 5.76% | 11.09% | 13.01% | 13.60% | 35.11% | 1.96% | 1.75% | 1.34% | 1.95% |
FSUTX Fidelity Select Utilities Portfolio | 6.19% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
Drawdowns
EVUAX vs. FSUTX - Drawdown Comparison
The maximum EVUAX drawdown since its inception was -56.00%, smaller than the maximum FSUTX drawdown of -66.73%. Use the drawdown chart below to compare losses from any high point for EVUAX and FSUTX.
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Drawdown Indicators
| EVUAX | FSUTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.00% | -66.73% | +10.73% |
Max Drawdown (1Y)Largest decline over 1 year | -7.90% | -9.21% | +1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -20.15% | -3.17% |
Max Drawdown (10Y)Largest decline over 10 years | -31.72% | -37.61% | +5.89% |
Current DrawdownCurrent decline from peak | -4.30% | -4.57% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -11.29% | +1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.66% | -0.39% |
Volatility
EVUAX vs. FSUTX - Volatility Comparison
The current volatility for Allspring Utility and Telecommunications Fund (EVUAX) is 4.79%, while Fidelity Select Utilities Portfolio (FSUTX) has a volatility of 6.05%. This indicates that EVUAX experiences smaller price fluctuations and is considered to be less risky than FSUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVUAX | FSUTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 6.05% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 12.18% | -2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 16.24% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 17.20% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.04% | 19.30% | -0.26% |