PortfoliosLab logoPortfoliosLab logo
FELCX vs. SCMIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FELCX vs. SCMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Semiconductors Fund Class C (FELCX) and Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FELCX vs. SCMIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FELCX
Fidelity Advisor Semiconductors Fund Class C
0.09%43.80%42.66%73.83%-35.56%56.29%42.50%62.54%-13.48%33.04%
SCMIX
Columbia Seligman Technology and Information Fund Institutional 2 Class
0.24%37.73%27.06%44.68%-30.96%39.37%44.85%54.60%-7.81%34.46%

Returns By Period

In the year-to-date period, FELCX achieves a 0.09% return, which is significantly lower than SCMIX's 0.24% return. Over the past 10 years, FELCX has outperformed SCMIX with an annualized return of 28.65%, while SCMIX has yielded a comparatively lower 22.57% annualized return.


FELCX

1D
-4.25%
1M
-10.06%
YTD
0.09%
6M
7.78%
1Y
75.85%
3Y*
37.03%
5Y*
26.84%
10Y*
28.65%

SCMIX

1D
-2.98%
1M
-9.31%
YTD
0.24%
6M
5.30%
1Y
58.63%
3Y*
29.65%
5Y*
16.87%
10Y*
22.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


FELCX vs. SCMIX - Expense Ratio Comparison

FELCX has a 1.76% expense ratio, which is higher than SCMIX's 0.89% expense ratio.


Return for Risk

FELCX vs. SCMIX — Risk / Return Rank

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

FELCX
FELCX Risk / Return Rank: 9292
Overall Rank
FELCX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FELCX Sortino Ratio Rank: 9090
Sortino Ratio Rank
FELCX Omega Ratio Rank: 8585
Omega Ratio Rank
FELCX Calmar Ratio Rank: 9797
Calmar Ratio Rank
FELCX Martin Ratio Rank: 9797
Martin Ratio Rank

SCMIX
SCMIX Risk / Return Rank: 9191
Overall Rank
SCMIX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
SCMIX Sortino Ratio Rank: 8989
Sortino Ratio Rank
SCMIX Omega Ratio Rank: 8585
Omega Ratio Rank
SCMIX Calmar Ratio Rank: 9696
Calmar Ratio Rank
SCMIX Martin Ratio Rank: 9595
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.

FELCX vs. SCMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class C (FELCX) and Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX). 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.


FELCXSCMIXDifference

Sharpe ratio

Return per unit of total volatility

1.90

1.91

-0.02

Sortino ratio

Return per unit of downside risk

2.51

2.48

+0.03

Omega ratio

Gain probability vs. loss probability

1.35

1.35

+0.01

Calmar ratio

Return relative to maximum drawdown

4.08

3.58

+0.50

Martin ratio

Return relative to average drawdown

15.49

13.59

+1.89

FELCX vs. SCMIX - Sharpe Ratio Comparison

The current FELCX Sharpe Ratio is 1.90, which is comparable to the SCMIX Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of FELCX and SCMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FELCXSCMIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.90

1.91

-0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.65

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.87

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.60

-0.23

Correlation

The correlation between FELCX and SCMIX is 0.90, 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

FELCX vs. SCMIX - Dividend Comparison

FELCX's dividend yield for the trailing twelve months is around 8.34%, more than SCMIX's 7.91% yield.


TTM20252024202320222021202020192018201720162015
FELCX
Fidelity Advisor Semiconductors Fund Class C
8.34%8.35%8.97%4.24%4.07%4.95%5.13%0.93%22.41%10.39%0.14%11.27%
SCMIX
Columbia Seligman Technology and Information Fund Institutional 2 Class
7.91%7.93%12.11%4.52%8.08%10.45%9.38%10.47%11.30%10.48%7.88%10.40%

Drawdowns

FELCX vs. SCMIX - Drawdown Comparison

The maximum FELCX drawdown since its inception was -72.55%, which is greater than SCMIX's maximum drawdown of -50.85%. Use the drawdown chart below to compare losses from any high point for FELCX and SCMIX.


Loading graphics...

Drawdown Indicators


FELCXSCMIXDifference

Max Drawdown

Largest peak-to-trough decline

-72.55%

-50.85%

-21.70%

Max Drawdown (1Y)

Largest decline over 1 year

-17.11%

-14.88%

-2.23%

Max Drawdown (5Y)

Largest decline over 5 years

-46.47%

-37.18%

-9.29%

Max Drawdown (10Y)

Largest decline over 10 years

-46.47%

-37.18%

-9.29%

Current Drawdown

Current decline from peak

-14.71%

-11.91%

-2.80%

Average Drawdown

Average peak-to-trough decline

-23.72%

-9.47%

-14.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.51%

3.91%

+0.60%

Volatility

FELCX vs. SCMIX - Volatility Comparison

Fidelity Advisor Semiconductors Fund Class C (FELCX) has a higher volatility of 10.51% compared to Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) at 9.50%. This indicates that FELCX's price experiences larger fluctuations and is considered to be riskier than SCMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FELCXSCMIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.51%

9.50%

+1.01%

Volatility (6M)

Calculated over the trailing 6-month period

24.76%

21.01%

+3.75%

Volatility (1Y)

Calculated over the trailing 1-year period

39.68%

30.59%

+9.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.96%

25.96%

+12.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.35%

25.93%

+8.42%