FELAX vs. FSPTX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Select Technology Portfolio (FSPTX).
FELAX is managed by Fidelity. It was launched on Dec 27, 2000. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELAX or FSPTX.
Performance
FELAX vs. FSPTX - Performance Comparison
Returns By Period
In the year-to-date period, FELAX achieves a 36.21% return, which is significantly higher than FSPTX's 30.76% return. Over the past 10 years, FELAX has outperformed FSPTX with an annualized return of 20.60%, while FSPTX has yielded a comparatively lower 13.24% annualized return.
FELAX
36.21%
-4.00%
4.00%
44.21%
25.95%
20.60%
FSPTX
30.76%
1.17%
13.66%
38.90%
14.31%
13.24%
Key characteristics
| FELAX | FSPTX | |
|---|---|---|
| Sharpe Ratio | 1.23 | 1.69 |
| Sortino Ratio | 1.75 | 2.23 |
| Omega Ratio | 1.22 | 1.30 |
| Calmar Ratio | 1.81 | 2.42 |
| Martin Ratio | 5.11 | 8.25 |
| Ulcer Index | 8.58% | 4.71% |
| Daily Std Dev | 35.55% | 23.03% |
| Max Drawdown | -71.33% | -84.32% |
| Current Drawdown | -12.71% | -3.27% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FELAX vs. FSPTX - Expense Ratio Comparison
FELAX has a 1.01% expense ratio, which is higher than FSPTX's 0.67% expense ratio.
Correlation
The correlation between FELAX and FSPTX 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.
Risk-Adjusted Performance
FELAX vs. FSPTX - 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 Technology Portfolio (FSPTX). 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
FELAX vs. FSPTX - Dividend Comparison
Neither FELAX nor FSPTX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.61% | 0.49% | 0.24% | 10.72% | 0.04% | 0.00% |
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 0.00% | 0.00% | 0.09% | 0.25% | 0.14% | 0.00% | 0.05% | 4.28% | 17.85% | 8.07% |
Drawdowns
FELAX vs. FSPTX - Drawdown Comparison
The maximum FELAX drawdown since its inception was -71.33%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for FELAX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
FELAX vs. FSPTX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class A (FELAX) has a higher volatility of 9.14% compared to Fidelity Select Technology Portfolio (FSPTX) at 6.50%. This indicates that FELAX's price experiences larger fluctuations and is considered to be riskier than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.