Correlation
The correlation between FBSOX and FSHCX is 0.61, 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.
FBSOX vs. FSHCX
Compare and contrast key facts about Fidelity Select IT Services Portfolio (FBSOX) and Fidelity Select Health Care Services Portfolio (FSHCX).
FBSOX is managed by Fidelity. It was launched on Feb 4, 1998. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBSOX or FSHCX.
Performance
FBSOX vs. FSHCX - Performance Comparison
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Key characteristics
FBSOX:
1.02
FSHCX:
-0.50
FBSOX:
1.37
FSHCX:
-0.64
FBSOX:
1.20
FSHCX:
0.91
FBSOX:
0.70
FSHCX:
-0.64
FBSOX:
3.36
FSHCX:
-1.35
FBSOX:
5.53%
FSHCX:
8.81%
FBSOX:
20.00%
FSHCX:
21.20%
FBSOX:
-49.59%
FSHCX:
-57.80%
FBSOX:
-7.89%
FSHCX:
-18.60%
Returns By Period
In the year-to-date period, FBSOX achieves a 2.74% return, which is significantly higher than FSHCX's -1.22% return. Over the past 10 years, FBSOX has outperformed FSHCX with an annualized return of 11.60%, while FSHCX has yielded a comparatively lower 7.17% annualized return.
FBSOX
2.74%
6.40%
0.75%
20.78%
13.44%
6.62%
11.60%
FSHCX
-1.22%
-7.64%
-11.26%
-9.86%
-3.03%
4.40%
7.17%
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FBSOX vs. FSHCX - Expense Ratio Comparison
FBSOX has a 0.70% expense ratio, which is lower than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
FBSOX vs. FSHCX — Risk-Adjusted Performance Rank
FBSOX
FSHCX
FBSOX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select IT Services Portfolio (FBSOX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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.
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Dividends
FBSOX vs. FSHCX - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 25.86%, more than FSHCX's 12.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 25.86% | 18.34% | 3.81% | 14.40% | 15.64% | 5.27% | 2.30% | 4.97% | 3.10% | 0.32% | 3.87% | 8.20% |
FSHCX Fidelity Select Health Care Services Portfolio | 12.21% | 16.63% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% | 9.07% |
Drawdowns
FBSOX vs. FSHCX - Drawdown Comparison
The maximum FBSOX drawdown since its inception was -49.59%, smaller than the maximum FSHCX drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for FBSOX and FSHCX.
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Volatility
FBSOX vs. FSHCX - Volatility Comparison
The current volatility for Fidelity Select IT Services Portfolio (FBSOX) is 4.22%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 8.09%. This indicates that FBSOX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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