FDFAX vs. FSUTX
Compare and contrast key facts about Fidelity Select Consumer Staples Portfolio (FDFAX) and Fidelity Select Utilities Portfolio (FSUTX).
FDFAX is managed by Fidelity Investments. It was launched on Jul 28, 1985. FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDFAX or FSUTX.
Key characteristics
| FDFAX | FSUTX | |
|---|---|---|
| YTD Return | 5.96% | 31.62% |
| 1Y Return | 7.82% | 42.53% |
| 3Y Return (Ann) | 1.48% | 13.52% |
| 5Y Return (Ann) | 4.00% | 10.89% |
| 10Y Return (Ann) | 2.08% | 10.68% |
| Sharpe Ratio | 0.71 | 2.50 |
| Sortino Ratio | 1.06 | 3.42 |
| Omega Ratio | 1.13 | 1.43 |
| Calmar Ratio | 0.93 | 2.81 |
| Martin Ratio | 3.10 | 12.98 |
| Ulcer Index | 2.59% | 3.18% |
| Daily Std Dev | 11.30% | 16.50% |
| Max Drawdown | -38.01% | -65.05% |
| Current Drawdown | -5.39% | -2.24% |
Correlation
The correlation between FDFAX and FSUTX is 0.57, 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.
Performance
FDFAX vs. FSUTX - Performance Comparison
In the year-to-date period, FDFAX achieves a 5.96% return, which is significantly lower than FSUTX's 31.62% return. Over the past 10 years, FDFAX has underperformed FSUTX with an annualized return of 2.08%, while FSUTX has yielded a comparatively higher 10.68% 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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FDFAX vs. FSUTX - Expense Ratio Comparison
FDFAX has a 0.73% expense ratio, which is lower than FSUTX's 0.74% expense ratio.
Risk-Adjusted Performance
FDFAX vs. FSUTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Staples Portfolio (FDFAX) and Fidelity Select Utilities Portfolio (FSUTX). 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. FSUTX - Dividend Comparison
FDFAX's dividend yield for the trailing twelve months is around 2.05%, more than FSUTX's 2.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFAX Fidelity Select Consumer Staples Portfolio | 2.05% | 1.92% | 1.71% | 1.85% | 1.76% | 1.76% | 3.43% | 2.01% | 1.78% | 5.39% | 4.66% | 9.48% |
FSUTX Fidelity Select Utilities Portfolio | 2.02% | 2.11% | 1.66% | 1.63% | 2.31% | 2.01% | 1.71% | 1.62% | 2.48% | 6.97% | 9.07% | 4.14% |
Drawdowns
FDFAX vs. FSUTX - Drawdown Comparison
The maximum FDFAX drawdown since its inception was -38.01%, smaller than the maximum FSUTX drawdown of -65.05%. Use the drawdown chart below to compare losses from any high point for FDFAX and FSUTX. For additional features, visit the drawdowns tool.
Volatility
FDFAX vs. FSUTX - Volatility Comparison
The current volatility for Fidelity Select Consumer Staples Portfolio (FDFAX) is 3.07%, while Fidelity Select Utilities Portfolio (FSUTX) has a volatility of 5.90%. This indicates that FDFAX experiences smaller price fluctuations and is considered to be less risky than FSUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.