FDLSX vs. FSHOX
Compare and contrast key facts about Fidelity Select Leisure Portfolio (FDLSX) and Fidelity Select Construction & Housing Portfolio (FSHOX).
FDLSX is managed by Fidelity Investments. It was launched on May 7, 1984. FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDLSX or FSHOX.
Performance
FDLSX vs. FSHOX - Performance Comparison
Returns By Period
In the year-to-date period, FDLSX achieves a 21.17% return, which is significantly lower than FSHOX's 22.45% return. Over the past 10 years, FDLSX has outperformed FSHOX with an annualized return of 12.94%, while FSHOX has yielded a comparatively lower 9.29% annualized return.
FDLSX
21.17%
2.57%
15.68%
30.65%
15.45%
12.94%
FSHOX
22.45%
-2.33%
12.99%
38.45%
16.08%
9.29%
Key characteristics
| FDLSX | FSHOX | |
|---|---|---|
| Sharpe Ratio | 2.20 | 2.09 |
| Sortino Ratio | 3.00 | 2.90 |
| Omega Ratio | 1.39 | 1.35 |
| Calmar Ratio | 3.30 | 3.04 |
| Martin Ratio | 12.34 | 8.50 |
| Ulcer Index | 2.55% | 4.57% |
| Daily Std Dev | 14.29% | 18.55% |
| Max Drawdown | -51.18% | -60.78% |
| Current Drawdown | -2.48% | -2.53% |
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FDLSX vs. FSHOX - Expense Ratio Comparison
FDLSX has a 0.74% expense ratio, which is lower than FSHOX's 0.76% expense ratio.
Correlation
The correlation between FDLSX and FSHOX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
FDLSX vs. FSHOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Leisure Portfolio (FDLSX) and Fidelity Select Construction & Housing Portfolio (FSHOX). 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. FSHOX - Dividend Comparison
FDLSX's dividend yield for the trailing twelve months is around 0.36%, less than FSHOX's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDLSX 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% |
FSHOX Fidelity Select Construction & Housing Portfolio | 0.67% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% | 8.70% |
Drawdowns
FDLSX vs. FSHOX - Drawdown Comparison
The maximum FDLSX drawdown since its inception was -51.18%, smaller than the maximum FSHOX drawdown of -60.78%. Use the drawdown chart below to compare losses from any high point for FDLSX and FSHOX. For additional features, visit the drawdowns tool.
Volatility
FDLSX vs. FSHOX - Volatility Comparison
The current volatility for Fidelity Select Leisure Portfolio (FDLSX) is 4.53%, while Fidelity Select Construction & Housing Portfolio (FSHOX) has a volatility of 4.87%. This indicates that FDLSX experiences smaller price fluctuations and is considered to be less risky than FSHOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.