FDLSX vs. FSLBX
Compare and contrast key facts about Fidelity Select Leisure Portfolio (FDLSX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX).
FDLSX is managed by Fidelity Investments. It was launched on May 7, 1984. FSLBX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDLSX or FSLBX.
Key characteristics
| FDLSX | FSLBX | |
|---|---|---|
| YTD Return | 9.26% | 17.06% |
| 1Y Return | 17.60% | 32.66% |
| 3Y Return (Ann) | 8.62% | 9.48% |
| 5Y Return (Ann) | 12.20% | 18.25% |
| 10Y Return (Ann) | 12.28% | 11.92% |
| Sharpe Ratio | 1.27 | 2.06 |
| Daily Std Dev | 15.19% | 16.64% |
| Max Drawdown | -94.48% | -67.50% |
| Current Drawdown | -8.07% | -0.44% |
Correlation
The correlation between FDLSX and FSLBX is 0.69, 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
FDLSX vs. FSLBX - Performance Comparison
In the year-to-date period, FDLSX achieves a 9.26% return, which is significantly lower than FSLBX's 17.06% return. Both investments have delivered pretty close results over the past 10 years, with FDLSX having a 12.28% annualized return and FSLBX not far behind at 11.92%. 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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FDLSX vs. FSLBX - Expense Ratio Comparison
FDLSX has a 0.74% expense ratio, which is lower than FSLBX's 0.75% expense ratio.
Risk-Adjusted Performance
FDLSX vs. FSLBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Leisure Portfolio (FDLSX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX). 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. FSLBX - Dividend Comparison
FDLSX's dividend yield for the trailing twelve months is around 2.30%, more than FSLBX's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDLSX Fidelity Select Leisure Portfolio | 2.30% | 1.64% | 3.32% | 22.77% | 2.36% | 6.43% | 20.10% | 6.33% | 1.01% | 5.56% | 8.61% | 8.06% |
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 1.07% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 9.24% | 6.96% | 1.25% | 6.51% | 3.52% | 0.54% |
Drawdowns
FDLSX vs. FSLBX - Drawdown Comparison
The maximum FDLSX drawdown since its inception was -94.48%, which is greater than FSLBX's maximum drawdown of -67.50%. Use the drawdown chart below to compare losses from any high point for FDLSX and FSLBX. For additional features, visit the drawdowns tool.
Volatility
FDLSX vs. FSLBX - Volatility Comparison
Fidelity Select Leisure Portfolio (FDLSX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) have volatilities of 4.12% and 4.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.