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FELAX vs. KTCAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FELAX vs. KTCAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Semiconductors Fund Class A (FELAX) and DWS Science and Technology Fund (KTCAX). The values are adjusted to include any dividend payments, if applicable.

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FELAX vs. KTCAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FELAX
Fidelity Advisor Semiconductors Fund Class A
0.28%44.88%43.74%75.08%-35.07%57.50%43.57%63.76%-12.76%34.12%
KTCAX
DWS Science and Technology Fund
-12.14%21.21%40.51%57.73%-36.66%22.68%46.12%42.35%-1.03%35.79%

Returns By Period

In the year-to-date period, FELAX achieves a 0.28% return, which is significantly higher than KTCAX's -12.14% return. Over the past 10 years, FELAX has outperformed KTCAX with an annualized return of 29.63%, while KTCAX has yielded a comparatively lower 18.81% annualized return.


FELAX

1D
-4.25%
1M
-10.01%
YTD
0.28%
6M
8.18%
1Y
77.14%
3Y*
38.05%
5Y*
27.80%
10Y*
29.63%

KTCAX

1D
-1.63%
1M
-9.00%
YTD
-12.14%
6M
-10.67%
1Y
21.18%
3Y*
25.10%
5Y*
12.33%
10Y*
18.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FELAX vs. KTCAX - Expense Ratio Comparison

FELAX has a 1.01% expense ratio, which is higher than KTCAX's 0.89% expense ratio.


Return for Risk

FELAX vs. KTCAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FELAX
FELAX Risk / Return Rank: 9292
Overall Rank
FELAX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FELAX Sortino Ratio Rank: 9090
Sortino Ratio Rank
FELAX Omega Ratio Rank: 8686
Omega Ratio Rank
FELAX Calmar Ratio Rank: 9797
Calmar Ratio Rank
FELAX Martin Ratio Rank: 9797
Martin Ratio Rank

KTCAX
KTCAX Risk / Return Rank: 3737
Overall Rank
KTCAX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
KTCAX Sortino Ratio Rank: 4747
Sortino Ratio Rank
KTCAX Omega Ratio Rank: 4242
Omega Ratio Rank
KTCAX Calmar Ratio Rank: 3030
Calmar Ratio Rank
KTCAX Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FELAX vs. KTCAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class A (FELAX) and DWS Science and Technology Fund (KTCAX). 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.


FELAXKTCAXDifference

Sharpe ratio

Return per unit of total volatility

1.93

0.83

+1.10

Sortino ratio

Return per unit of downside risk

2.54

1.34

+1.20

Omega ratio

Gain probability vs. loss probability

1.36

1.18

+0.18

Calmar ratio

Return relative to maximum drawdown

4.16

0.83

+3.33

Martin ratio

Return relative to average drawdown

15.82

2.79

+13.04

FELAX vs. KTCAX - Sharpe Ratio Comparison

The current FELAX Sharpe Ratio is 1.93, which is higher than the KTCAX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of FELAX and KTCAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FELAXKTCAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.93

0.83

+1.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.50

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

0.79

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.35

+0.05

Correlation

The correlation between FELAX and KTCAX 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

FELAX vs. KTCAX - Dividend Comparison

FELAX's dividend yield for the trailing twelve months is around 6.94%, less than KTCAX's 9.47% yield.


TTM20252024202320222021202020192018201720162015
FELAX
Fidelity Advisor Semiconductors Fund Class A
6.94%6.96%7.02%3.40%3.32%4.34%4.51%1.00%20.15%9.67%0.36%10.71%
KTCAX
DWS Science and Technology Fund
9.47%8.32%10.15%11.73%6.31%10.93%7.36%8.99%14.35%4.50%2.32%11.97%

Drawdowns

FELAX vs. KTCAX - Drawdown Comparison

The maximum FELAX drawdown since its inception was -71.33%, smaller than the maximum KTCAX drawdown of -82.20%. Use the drawdown chart below to compare losses from any high point for FELAX and KTCAX.


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Drawdown Indicators


FELAXKTCAXDifference

Max Drawdown

Largest peak-to-trough decline

-71.33%

-82.20%

+10.87%

Max Drawdown (1Y)

Largest decline over 1 year

-17.10%

-16.60%

-0.50%

Max Drawdown (5Y)

Largest decline over 5 years

-46.15%

-42.37%

-3.78%

Max Drawdown (10Y)

Largest decline over 10 years

-46.15%

-42.37%

-3.78%

Current Drawdown

Current decline from peak

-14.66%

-16.60%

+1.94%

Average Drawdown

Average peak-to-trough decline

-22.02%

-27.98%

+5.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.49%

4.93%

-0.44%

Volatility

FELAX vs. KTCAX - Volatility Comparison

Fidelity Advisor Semiconductors Fund Class A (FELAX) has a higher volatility of 10.50% compared to DWS Science and Technology Fund (KTCAX) at 7.13%. This indicates that FELAX's price experiences larger fluctuations and is considered to be riskier than KTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FELAXKTCAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.50%

7.13%

+3.37%

Volatility (6M)

Calculated over the trailing 6-month period

24.76%

15.91%

+8.85%

Volatility (1Y)

Calculated over the trailing 1-year period

39.68%

25.62%

+14.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.96%

24.82%

+13.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.34%

23.92%

+10.42%