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FELAX vs. FSCSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


FELAXFSCSX
YTD Return29.43%-0.60%
1Y Return72.81%29.01%
3Y Return (Ann)30.23%6.57%
5Y Return (Ann)34.37%15.60%
10Y Return (Ann)27.10%17.75%
Sharpe Ratio2.491.68
Daily Std Dev30.84%17.97%
Max Drawdown-71.33%-58.41%
Current Drawdown-2.33%-7.95%

Correlation

-0.50.00.51.00.8

The correlation between FELAX and FSCSX is 0.77, 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.

Performance

FELAX vs. FSCSX - Performance Comparison

In the year-to-date period, FELAX achieves a 29.43% return, which is significantly higher than FSCSX's -0.60% return. Over the past 10 years, FELAX has outperformed FSCSX with an annualized return of 27.10%, while FSCSX has yielded a comparatively lower 17.75% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


800.00%1,000.00%1,200.00%1,400.00%1,600.00%December2024FebruaryMarchAprilMay
1,141.13%
1,391.05%
FELAX
FSCSX

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Fidelity Advisor Semiconductors Fund Class A

Fidelity Select Software & IT Services Portfolio

FELAX vs. FSCSX - Expense Ratio Comparison

FELAX has a 1.01% expense ratio, which is higher than FSCSX's 0.67% expense ratio.


FELAX
Fidelity Advisor Semiconductors Fund Class A
Expense ratio chart for FELAX: current value at 1.01% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.01%
Expense ratio chart for FSCSX: current value at 0.67% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.67%

Risk-Adjusted Performance

FELAX vs. FSCSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Select Software & IT Services Portfolio (FSCSX). 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.


FELAX
Sharpe ratio
The chart of Sharpe ratio for FELAX, currently valued at 2.49, compared to the broader market-1.000.001.002.003.004.002.49
Sortino ratio
The chart of Sortino ratio for FELAX, currently valued at 3.33, compared to the broader market-2.000.002.004.006.008.0010.0012.003.33
Omega ratio
The chart of Omega ratio for FELAX, currently valued at 1.40, compared to the broader market0.501.001.502.002.503.003.501.40
Calmar ratio
The chart of Calmar ratio for FELAX, currently valued at 3.63, compared to the broader market0.002.004.006.008.0010.0012.003.63
Martin ratio
The chart of Martin ratio for FELAX, currently valued at 9.84, compared to the broader market0.0020.0040.0060.009.84
FSCSX
Sharpe ratio
The chart of Sharpe ratio for FSCSX, currently valued at 1.68, compared to the broader market-1.000.001.002.003.004.001.68
Sortino ratio
The chart of Sortino ratio for FSCSX, currently valued at 2.22, compared to the broader market-2.000.002.004.006.008.0010.0012.002.22
Omega ratio
The chart of Omega ratio for FSCSX, currently valued at 1.29, compared to the broader market0.501.001.502.002.503.003.501.29
Calmar ratio
The chart of Calmar ratio for FSCSX, currently valued at 1.40, compared to the broader market0.002.004.006.008.0010.0012.001.40
Martin ratio
The chart of Martin ratio for FSCSX, currently valued at 6.56, compared to the broader market0.0020.0040.0060.006.56

FELAX vs. FSCSX - Sharpe Ratio Comparison

The current FELAX Sharpe Ratio is 2.49, which is higher than the FSCSX Sharpe Ratio of 1.68. The chart below compares the 12-month rolling Sharpe Ratio of FELAX and FSCSX.


Rolling 12-month Sharpe Ratio1.502.002.503.00December2024FebruaryMarchAprilMay
2.49
1.68
FELAX
FSCSX

Dividends

FELAX vs. FSCSX - Dividend Comparison

FELAX's dividend yield for the trailing twelve months is around 2.63%, less than FSCSX's 9.77% yield.


TTM20232022202120202019201820172016201520142013
FELAX
Fidelity Advisor Semiconductors Fund Class A
2.63%3.40%3.32%4.34%4.51%1.00%20.15%9.67%0.36%10.72%0.48%0.00%
FSCSX
Fidelity Select Software & IT Services Portfolio
9.77%7.72%9.06%6.54%5.10%12.70%6.20%7.15%3.98%5.22%10.43%4.72%

Drawdowns

FELAX vs. FSCSX - Drawdown Comparison

The maximum FELAX drawdown since its inception was -71.33%, which is greater than FSCSX's maximum drawdown of -58.41%. Use the drawdown chart below to compare losses from any high point for FELAX and FSCSX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-2.33%
-7.95%
FELAX
FSCSX

Volatility

FELAX vs. FSCSX - Volatility Comparison

Fidelity Advisor Semiconductors Fund Class A (FELAX) has a higher volatility of 10.50% compared to Fidelity Select Software & IT Services Portfolio (FSCSX) at 4.69%. This indicates that FELAX's price experiences larger fluctuations and is considered to be riskier than FSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchAprilMay
10.50%
4.69%
FELAX
FSCSX