FBMPX vs. FSELX
Compare and contrast key facts about Fidelity Select Communication Services Portfolio (FBMPX) and Fidelity Select Semiconductors Portfolio (FSELX).
FBMPX is managed by Fidelity. It was launched on Jun 29, 1986. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBMPX or FSELX.
Performance
FBMPX vs. FSELX - Performance Comparison
Returns By Period
In the year-to-date period, FBMPX achieves a 27.05% return, which is significantly lower than FSELX's 41.28% return. Over the past 10 years, FBMPX has underperformed FSELX with an annualized return of 3.46%, while FSELX has yielded a comparatively higher 18.19% annualized return.
FBMPX
27.05%
3.78%
12.60%
32.48%
11.17%
3.46%
FSELX
41.28%
-2.20%
5.55%
41.59%
24.02%
18.19%
Key characteristics
FBMPX | FSELX | |
---|---|---|
Sharpe Ratio | 1.91 | 1.22 |
Sortino Ratio | 2.52 | 1.73 |
Omega Ratio | 1.34 | 1.22 |
Calmar Ratio | 1.71 | 1.80 |
Martin Ratio | 10.02 | 5.10 |
Ulcer Index | 3.39% | 8.62% |
Daily Std Dev | 17.85% | 36.07% |
Max Drawdown | -61.51% | -81.70% |
Current Drawdown | -1.62% | -9.48% |
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FBMPX vs. FSELX - Expense Ratio Comparison
FBMPX has a 0.74% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Correlation
The correlation between FBMPX and FSELX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FBMPX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Communication Services Portfolio (FBMPX) 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.
Dividends
FBMPX vs. FSELX - Dividend Comparison
FBMPX has not paid dividends to shareholders, while FSELX's dividend yield for the trailing twelve months is around 0.07%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Select Communication Services Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.21% | 0.44% | 2.46% | 1.95% | 3.30% |
Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
FBMPX vs. FSELX - Drawdown Comparison
The maximum FBMPX drawdown since its inception was -61.51%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FBMPX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FBMPX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Select Communication Services Portfolio (FBMPX) is 5.02%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.48%. This indicates that FBMPX 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.