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FBGRX vs. FSCSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FBGRX vs. FSCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Select Software & IT Services Portfolio (FSCSX). The values are adjusted to include any dividend payments, if applicable.

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FBGRX vs. FSCSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FBGRX
Fidelity Blue Chip Growth Fund
-5.77%19.91%39.77%55.61%-38.45%22.64%62.20%33.43%1.02%36.01%
FSCSX
Fidelity Select Software & IT Services Portfolio
-25.56%6.96%19.66%51.72%-29.13%18.13%45.55%38.99%4.08%38.60%

Returns By Period

In the year-to-date period, FBGRX achieves a -5.77% return, which is significantly higher than FSCSX's -25.56% return. Over the past 10 years, FBGRX has outperformed FSCSX with an annualized return of 19.25%, while FSCSX has yielded a comparatively lower 14.62% annualized return.


FBGRX

1D
1.44%
1M
-2.53%
YTD
-5.77%
6M
-3.09%
1Y
27.27%
3Y*
27.14%
5Y*
12.06%
10Y*
19.25%

FSCSX

1D
-0.05%
1M
-4.72%
YTD
-25.56%
6M
-27.32%
1Y
-11.15%
3Y*
7.60%
5Y*
3.26%
10Y*
14.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FBGRX vs. FSCSX - Expense Ratio Comparison

FBGRX has a 0.79% expense ratio, which is higher than FSCSX's 0.67% expense ratio.


Return for Risk

FBGRX vs. FSCSX — Risk / Return Rank

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

FBGRX
FBGRX Risk / Return Rank: 6464
Overall Rank
FBGRX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
FBGRX Sortino Ratio Rank: 5858
Sortino Ratio Rank
FBGRX Omega Ratio Rank: 5555
Omega Ratio Rank
FBGRX Calmar Ratio Rank: 7878
Calmar Ratio Rank
FBGRX Martin Ratio Rank: 7575
Martin Ratio Rank

FSCSX
FSCSX Risk / Return Rank: 22
Overall Rank
FSCSX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
FSCSX Sortino Ratio Rank: 22
Sortino Ratio Rank
FSCSX Omega Ratio Rank: 22
Omega Ratio Rank
FSCSX Calmar Ratio Rank: 22
Calmar Ratio Rank
FSCSX Martin Ratio Rank: 22
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.

FBGRX vs. FSCSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) 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.


FBGRXFSCSXDifference

Sharpe ratio

Return per unit of total volatility

1.15

-0.37

+1.52

Sortino ratio

Return per unit of downside risk

1.75

-0.34

+2.09

Omega ratio

Gain probability vs. loss probability

1.25

0.96

+0.29

Calmar ratio

Return relative to maximum drawdown

2.16

-0.29

+2.44

Martin ratio

Return relative to average drawdown

8.46

-0.79

+9.25

FBGRX vs. FSCSX - Sharpe Ratio Comparison

The current FBGRX Sharpe Ratio is 1.15, which is higher than the FSCSX Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of FBGRX 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.


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Sharpe Ratios by Period


FBGRXFSCSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

-0.37

+1.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.13

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.61

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.59

+0.06

Correlation

The correlation between FBGRX and FSCSX is 0.83, 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

FBGRX vs. FSCSX - Dividend Comparison

FBGRX's dividend yield for the trailing twelve months is around 2.02%, less than FSCSX's 20.69% yield.


TTM20252024202320222021202020192018201720162015
FBGRX
Fidelity Blue Chip Growth Fund
2.02%1.90%5.95%0.93%0.57%8.73%6.40%3.70%6.32%4.23%4.05%5.30%
FSCSX
Fidelity Select Software & IT Services Portfolio
20.69%15.40%19.17%7.72%9.06%6.54%5.10%12.70%6.20%7.15%3.98%5.22%

Drawdowns

FBGRX vs. FSCSX - Drawdown Comparison

The maximum FBGRX drawdown since its inception was -58.64%, smaller than the maximum FSCSX drawdown of -64.66%. Use the drawdown chart below to compare losses from any high point for FBGRX and FSCSX.


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Drawdown Indicators


FBGRXFSCSXDifference

Max Drawdown

Largest peak-to-trough decline

-58.64%

-64.66%

+6.02%

Max Drawdown (1Y)

Largest decline over 1 year

-12.65%

-32.62%

+19.97%

Max Drawdown (5Y)

Largest decline over 5 years

-43.08%

-37.06%

-6.02%

Max Drawdown (10Y)

Largest decline over 10 years

-43.08%

-37.06%

-6.02%

Current Drawdown

Current decline from peak

-7.36%

-29.82%

+22.46%

Average Drawdown

Average peak-to-trough decline

-12.58%

-13.18%

+0.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.54%

12.00%

-8.46%

Volatility

FBGRX vs. FSCSX - Volatility Comparison

The current volatility for Fidelity Blue Chip Growth Fund (FBGRX) is 7.94%, while Fidelity Select Software & IT Services Portfolio (FSCSX) has a volatility of 8.58%. This indicates that FBGRX 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.


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Volatility by Period


FBGRXFSCSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.94%

8.58%

-0.64%

Volatility (6M)

Calculated over the trailing 6-month period

14.15%

20.26%

-6.11%

Volatility (1Y)

Calculated over the trailing 1-year period

25.02%

28.42%

-3.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.93%

25.49%

-0.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.63%

24.07%

-0.44%