FCNIX vs. FSRPX

In the year-to-date period, FCNIX achieves a -5.10% return, which is significantly lower than FSRPX's -2.72% return. Over the past 10 years, FCNIX has outperformed FSRPX with an annualized return of 8.84%, while FSRPX has yielded a comparatively lower 7.83% annualized return.

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FCNIX has a 0.75% expense ratio, which is higher than FSRPX's 0.72% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Consumer Discretionary Fund Class I (FCNIX) and Fidelity Select Retailing Portfolio (FSRPX). 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.

The current FCNIX Sharpe Ratio is 0.30, which is higher than the FSRPX Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of FCNIX and FSRPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCNIX has not paid dividends to shareholders, while FSRPX's dividend yield for the trailing twelve months is around 4.26%.

The maximum FCNIX drawdown since its inception was -57.61%, roughly equal to the maximum FSRPX drawdown of -55.00%. Use the drawdown chart below to compare losses from any high point for FCNIX and FSRPX. For additional features, visit the drawdowns tool.

Fidelity Advisor Consumer Discretionary Fund Class I (FCNIX) has a higher volatility of 8.87% compared to Fidelity Select Retailing Portfolio (FSRPX) at 6.41%. This indicates that FCNIX's price experiences larger fluctuations and is considered to be riskier than FSRPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.