FBMPX vs. FWRLX
Compare and contrast key facts about Fidelity Select Communication Services Portfolio (FBMPX) and Fidelity Select Wireless Portfolio (FWRLX).
FBMPX is managed by Fidelity. It was launched on Jun 29, 1986. FWRLX is managed by Fidelity. It was launched on Sep 20, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBMPX or FWRLX.
Performance
FBMPX vs. FWRLX - Performance Comparison
Returns By Period
In the year-to-date period, FBMPX achieves a 27.05% return, which is significantly higher than FWRLX's 13.53% return. Over the past 10 years, FBMPX has underperformed FWRLX with an annualized return of 3.46%, while FWRLX has yielded a comparatively higher 5.91% annualized return.
FBMPX
27.05%
3.78%
12.60%
32.48%
11.17%
3.46%
FWRLX
13.53%
-0.82%
10.43%
19.33%
4.91%
5.91%
Key characteristics
| FBMPX | FWRLX | |
|---|---|---|
| Sharpe Ratio | 1.91 | 1.49 |
| Sortino Ratio | 2.52 | 1.98 |
| Omega Ratio | 1.34 | 1.27 |
| Calmar Ratio | 1.71 | 0.82 |
| Martin Ratio | 10.02 | 6.40 |
| Ulcer Index | 3.39% | 3.19% |
| Daily Std Dev | 17.85% | 13.67% |
| Max Drawdown | -61.51% | -79.37% |
| Current Drawdown | -1.62% | -8.94% |
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FBMPX vs. FWRLX - Expense Ratio Comparison
FBMPX has a 0.74% expense ratio, which is lower than FWRLX's 0.77% expense ratio.
Correlation
The correlation between FBMPX and FWRLX is 0.77, 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.
Risk-Adjusted Performance
FBMPX vs. FWRLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Communication Services Portfolio (FBMPX) and Fidelity Select Wireless Portfolio (FWRLX). 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. FWRLX - Dividend Comparison
FBMPX has not paid dividends to shareholders, while FWRLX's dividend yield for the trailing twelve months is around 0.98%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBMPX 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% |
FWRLX Fidelity Select Wireless Portfolio | 0.98% | 0.96% | 0.97% | 0.65% | 0.70% | 1.05% | 2.34% | 1.34% | 1.05% | 9.95% | 25.29% | 0.94% |
Drawdowns
FBMPX vs. FWRLX - Drawdown Comparison
The maximum FBMPX drawdown since its inception was -61.51%, smaller than the maximum FWRLX drawdown of -79.37%. Use the drawdown chart below to compare losses from any high point for FBMPX and FWRLX. For additional features, visit the drawdowns tool.
Volatility
FBMPX vs. FWRLX - Volatility Comparison
Fidelity Select Communication Services Portfolio (FBMPX) has a higher volatility of 5.02% compared to Fidelity Select Wireless Portfolio (FWRLX) at 3.23%. This indicates that FBMPX's price experiences larger fluctuations and is considered to be riskier than FWRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.