FDLSX vs. FSAVX
Compare and contrast key facts about Fidelity Select Leisure Portfolio (FDLSX) and Fidelity Select Automotive Portfolio (FSAVX).
FDLSX is managed by Fidelity Investments. It was launched on May 7, 1984. FSAVX is managed by Fidelity Investments. It was launched on Jun 29, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDLSX or FSAVX.
Performance
FDLSX vs. FSAVX - Performance Comparison
Returns By Period
In the year-to-date period, FDLSX achieves a 21.17% return, which is significantly higher than FSAVX's 3.97% return. Over the past 10 years, FDLSX has outperformed FSAVX with an annualized return of 12.94%, while FSAVX has yielded a comparatively lower 3.44% annualized return.
FDLSX
21.17%
2.57%
15.68%
30.65%
15.45%
12.94%
FSAVX
3.97%
3.44%
3.84%
9.97%
8.72%
3.44%
Key characteristics
FDLSX | FSAVX | |
---|---|---|
Sharpe Ratio | 2.20 | 0.53 |
Sortino Ratio | 3.00 | 0.85 |
Omega Ratio | 1.39 | 1.10 |
Calmar Ratio | 3.30 | 0.33 |
Martin Ratio | 12.34 | 1.48 |
Ulcer Index | 2.55% | 6.56% |
Daily Std Dev | 14.29% | 18.37% |
Max Drawdown | -51.18% | -81.17% |
Current Drawdown | -2.48% | -19.31% |
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FDLSX vs. FSAVX - Expense Ratio Comparison
FDLSX has a 0.74% expense ratio, which is lower than FSAVX's 0.88% expense ratio.
Correlation
The correlation between FDLSX and FSAVX is 0.70, 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
FDLSX vs. FSAVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Leisure Portfolio (FDLSX) and Fidelity Select Automotive Portfolio (FSAVX). 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
FDLSX vs. FSAVX - Dividend Comparison
FDLSX's dividend yield for the trailing twelve months is around 0.36%, less than FSAVX's 0.80% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Select Leisure Portfolio | 0.36% | 0.39% | 0.37% | 0.11% | 0.45% | 0.71% | 1.22% | 0.83% | 1.01% | 2.88% | 4.21% | 8.06% |
Fidelity Select Automotive Portfolio | 0.80% | 0.86% | 0.71% | 0.45% | 0.02% | 1.34% | 1.29% | 0.53% | 1.47% | 7.10% | 26.08% | 1.83% |
Drawdowns
FDLSX vs. FSAVX - Drawdown Comparison
The maximum FDLSX drawdown since its inception was -51.18%, smaller than the maximum FSAVX drawdown of -81.17%. Use the drawdown chart below to compare losses from any high point for FDLSX and FSAVX. For additional features, visit the drawdowns tool.
Volatility
FDLSX vs. FSAVX - Volatility Comparison
The current volatility for Fidelity Select Leisure Portfolio (FDLSX) is 4.53%, while Fidelity Select Automotive Portfolio (FSAVX) has a volatility of 6.05%. This indicates that FDLSX experiences smaller price fluctuations and is considered to be less risky than FSAVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.