FDFAX vs. AAPL
Compare and contrast key facts about Fidelity Select Consumer Staples Portfolio (FDFAX) and Apple Inc (AAPL).
FDFAX is managed by Fidelity Investments. It was launched on Jul 28, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDFAX or AAPL.
Key characteristics
| FDFAX | AAPL | |
|---|---|---|
| YTD Return | 11.31% | 15.06% |
| 1Y Return | 12.15% | 23.87% |
| 3Y Return (Ann) | 6.82% | 15.43% |
| 5Y Return (Ann) | 9.33% | 33.30% |
| 10Y Return (Ann) | 7.21% | 25.76% |
| Sharpe Ratio | 1.01 | 1.11 |
| Daily Std Dev | 11.77% | 22.14% |
| Max Drawdown | -38.01% | -81.80% |
| Current Drawdown | -0.41% | -5.91% |
Correlation
The correlation between FDFAX and AAPL is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FDFAX vs. AAPL - Performance Comparison
In the year-to-date period, FDFAX achieves a 11.31% return, which is significantly lower than AAPL's 15.06% return. Over the past 10 years, FDFAX has underperformed AAPL with an annualized return of 7.21%, while AAPL has yielded a comparatively higher 25.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FDFAX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Staples Portfolio (FDFAX) and Apple Inc (AAPL). 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
FDFAX vs. AAPL - Dividend Comparison
FDFAX's dividend yield for the trailing twelve months is around 5.39%, more than AAPL's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFAX Fidelity Select Consumer Staples Portfolio | 5.39% | 5.13% | 3.34% | 10.73% | 3.16% | 2.78% | 14.36% | 8.82% | 4.71% | 9.30% | 5.91% | 9.48% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
FDFAX vs. AAPL - Drawdown Comparison
The maximum FDFAX drawdown since its inception was -38.01%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for FDFAX and AAPL. For additional features, visit the drawdowns tool.
Volatility
FDFAX vs. AAPL - Volatility Comparison
The current volatility for Fidelity Select Consumer Staples Portfolio (FDFAX) is 2.31%, while Apple Inc (AAPL) has a volatility of 5.26%. This indicates that FDFAX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.