FDSSX vs. NASDX
Compare and contrast key facts about Fidelity Stock Selector All Cap Fund (FDSSX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
FDSSX is managed by Fidelity. It was launched on Sep 28, 1990. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
FDSSX vs. NASDX - Performance Comparison
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FDSSX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDSSX Fidelity Stock Selector All Cap Fund | -5.86% | 18.89% | 19.79% | 26.94% | -19.55% | 23.14% | 24.90% | 32.21% | -8.61% | 24.42% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, FDSSX achieves a -5.86% return, which is significantly higher than NASDX's -9.12% return. Over the past 10 years, FDSSX has underperformed NASDX with an annualized return of 13.31%, while NASDX has yielded a comparatively higher 19.08% annualized return.
FDSSX
- 1D
- -0.68%
- 1M
- -8.03%
- YTD
- -5.86%
- 6M
- -2.01%
- 1Y
- 19.47%
- 3Y*
- 16.29%
- 5Y*
- 9.68%
- 10Y*
- 13.31%
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
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FDSSX vs. NASDX - Expense Ratio Comparison
FDSSX has a 0.68% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Return for Risk
FDSSX vs. NASDX — Risk / Return Rank
FDSSX
NASDX
FDSSX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector All Cap Fund (FDSSX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
| FDSSX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.88 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.40 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.31 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.84 | 5.01 | +1.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDSSX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.88 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.63 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.85 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.29 | +0.31 |
Correlation
The correlation between FDSSX and NASDX is 0.88, 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.
Dividends
FDSSX vs. NASDX - Dividend Comparison
FDSSX's dividend yield for the trailing twelve months is around 5.08%, more than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSSX Fidelity Stock Selector All Cap Fund | 5.08% | 4.79% | 4.83% | 2.03% | 0.36% | 0.84% | 5.22% | 6.09% | 4.46% | 3.07% | 1.04% | 5.16% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
FDSSX vs. NASDX - Drawdown Comparison
The maximum FDSSX drawdown since its inception was -56.77%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for FDSSX and NASDX.
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Drawdown Indicators
| FDSSX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.77% | -83.16% | +26.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -12.70% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -25.22% | -35.33% | +10.11% |
Max Drawdown (10Y)Largest decline over 10 years | -34.37% | -35.33% | +0.96% |
Current DrawdownCurrent decline from peak | -9.19% | -11.90% | +2.71% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -34.59% | +24.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.32% | -0.79% |
Volatility
FDSSX vs. NASDX - Volatility Comparison
The current volatility for Fidelity Stock Selector All Cap Fund (FDSSX) is 4.97%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.38%. This indicates that FDSSX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDSSX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.38% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 12.45% | -2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 22.55% | -3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.67% | 23.03% | -5.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.51% | 22.61% | -4.10% |