FADTX vs. FSPTX
Compare and contrast key facts about Fidelity Advisor Technology Fund Class A (FADTX) and Fidelity Select Technology Portfolio (FSPTX).
FADTX is managed by Fidelity. It was launched on Sep 3, 1996. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FADTX or FSPTX.
Key characteristics
| FADTX | FSPTX | |
|---|---|---|
| YTD Return | 33.75% | 33.95% |
| 1Y Return | 36.92% | 42.29% |
| 3Y Return (Ann) | 4.20% | 6.53% |
| 5Y Return (Ann) | 17.38% | 14.87% |
| 10Y Return (Ann) | 14.61% | 13.56% |
| Sharpe Ratio | 1.60 | 1.85 |
| Sortino Ratio | 2.14 | 2.42 |
| Omega Ratio | 1.28 | 1.32 |
| Calmar Ratio | 1.76 | 2.64 |
| Martin Ratio | 7.48 | 9.00 |
| Ulcer Index | 4.95% | 4.71% |
| Daily Std Dev | 23.13% | 22.90% |
| Max Drawdown | -82.49% | -92.54% |
| Current Drawdown | -0.93% | -0.91% |
Correlation
The correlation between FADTX and FSPTX is 0.98, 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
FADTX vs. FSPTX - Performance Comparison
The year-to-date returns for both investments are quite close, with FADTX having a 33.75% return and FSPTX slightly higher at 33.95%. Over the past 10 years, FADTX has outperformed FSPTX with an annualized return of 14.61%, while FSPTX has yielded a comparatively lower 13.56% 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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FADTX vs. FSPTX - Expense Ratio Comparison
FADTX has a 0.97% expense ratio, which is higher than FSPTX's 0.67% expense ratio.
Risk-Adjusted Performance
FADTX vs. FSPTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class A (FADTX) 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.
Dividends
FADTX vs. FSPTX - Dividend Comparison
Neither FADTX nor FSPTX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADTX Fidelity Advisor Technology Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.55% | 8.64% | 1.22% |
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 0.00% | 0.00% | 0.09% | 0.25% | 0.14% | 0.00% | 0.05% | 4.28% | 17.85% | 8.07% |
Drawdowns
FADTX vs. FSPTX - Drawdown Comparison
The maximum FADTX drawdown since its inception was -82.49%, smaller than the maximum FSPTX drawdown of -92.54%. Use the drawdown chart below to compare losses from any high point for FADTX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
FADTX vs. FSPTX - Volatility Comparison
Fidelity Advisor Technology Fund Class A (FADTX) and Fidelity Select Technology Portfolio (FSPTX) have volatilities of 5.93% and 5.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.