FBSOX vs. FSELX
Compare and contrast key facts about Fidelity Select IT Services Portfolio (FBSOX) and Fidelity Select Semiconductors Portfolio (FSELX).
FBSOX is managed by Fidelity. It was launched on Feb 4, 1998. 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: FBSOX or FSELX.
Performance
FBSOX vs. FSELX - Performance Comparison
Returns By Period
In the year-to-date period, FBSOX achieves a 7.50% return, which is significantly lower than FSELX's 37.98% return. Over the past 10 years, FBSOX has underperformed FSELX with an annualized return of 6.21%, while FSELX has yielded a comparatively higher 17.99% annualized return.
FBSOX
7.50%
2.49%
14.10%
12.20%
-2.23%
6.21%
FSELX
37.98%
-3.46%
5.09%
41.32%
22.76%
17.99%
Key characteristics
| FBSOX | FSELX | |
|---|---|---|
| Sharpe Ratio | 0.79 | 1.13 |
| Sortino Ratio | 1.09 | 1.65 |
| Omega Ratio | 1.16 | 1.21 |
| Calmar Ratio | 0.27 | 1.68 |
| Martin Ratio | 1.30 | 4.77 |
| Ulcer Index | 9.63% | 8.57% |
| Daily Std Dev | 15.96% | 36.04% |
| Max Drawdown | -54.04% | -81.70% |
| Current Drawdown | -35.79% | -11.60% |
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FBSOX vs. FSELX - Expense Ratio Comparison
FBSOX has a 0.70% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Correlation
The correlation between FBSOX and FSELX is 0.69, 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
FBSOX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select IT Services Portfolio (FBSOX) 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
FBSOX vs. FSELX - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 0.01%, less than FSELX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 0.01% | 0.01% | 0.02% | 0.00% | 0.01% | 0.04% | 0.06% | 0.04% | 0.32% | 2.98% | 0.44% | 2.84% |
FSELX 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
FBSOX vs. FSELX - Drawdown Comparison
The maximum FBSOX drawdown since its inception was -54.04%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FBSOX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FBSOX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Select IT Services Portfolio (FBSOX) is 4.78%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.31%. This indicates that FBSOX 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.