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FELTX vs. ICTEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FELTX vs. ICTEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Semiconductors Fund Class M (FELTX) and ICON Health and Information Technology Fund (ICTEX). The values are adjusted to include any dividend payments, if applicable.

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FELTX vs. ICTEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FELTX
Fidelity Advisor Semiconductors Fund Class M
0.20%44.53%43.39%74.66%-35.23%57.08%43.20%63.20%-13.06%33.66%
ICTEX
ICON Health and Information Technology Fund
-4.55%17.55%20.45%13.59%-19.38%17.62%33.94%43.72%-11.19%32.52%

Returns By Period

In the year-to-date period, FELTX achieves a 0.20% return, which is significantly higher than ICTEX's -4.55% return. Over the past 10 years, FELTX has outperformed ICTEX with an annualized return of 29.26%, while ICTEX has yielded a comparatively lower 13.64% annualized return.


FELTX

1D
-4.26%
1M
-10.03%
YTD
0.20%
6M
8.05%
1Y
76.69%
3Y*
37.72%
5Y*
27.48%
10Y*
29.26%

ICTEX

1D
-1.28%
1M
-10.15%
YTD
-4.55%
6M
-2.18%
1Y
25.87%
3Y*
14.48%
5Y*
6.79%
10Y*
13.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FELTX vs. ICTEX - Expense Ratio Comparison

Both FELTX and ICTEX have an expense ratio of 1.26%.


Return for Risk

FELTX vs. ICTEX — Risk / Return Rank

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

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

ICTEX
ICTEX Risk / Return Rank: 6666
Overall Rank
ICTEX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
ICTEX Sortino Ratio Rank: 6767
Sortino Ratio Rank
ICTEX Omega Ratio Rank: 5959
Omega Ratio Rank
ICTEX Calmar Ratio Rank: 7474
Calmar Ratio Rank
ICTEX Martin Ratio Rank: 6767
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.

FELTX vs. ICTEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class M (FELTX) and ICON Health and Information Technology Fund (ICTEX). 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.


FELTXICTEXDifference

Sharpe ratio

Return per unit of total volatility

1.92

1.12

+0.80

Sortino ratio

Return per unit of downside risk

2.53

1.67

+0.86

Omega ratio

Gain probability vs. loss probability

1.36

1.22

+0.13

Calmar ratio

Return relative to maximum drawdown

4.13

1.69

+2.44

Martin ratio

Return relative to average drawdown

15.71

6.38

+9.32

FELTX vs. ICTEX - Sharpe Ratio Comparison

The current FELTX Sharpe Ratio is 1.92, which is higher than the ICTEX Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of FELTX and ICTEX, 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


FELTXICTEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.92

1.12

+0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

0.35

+0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.65

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.24

+0.15

Correlation

The correlation between FELTX and ICTEX is 0.83, 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

FELTX vs. ICTEX - Dividend Comparison

FELTX's dividend yield for the trailing twelve months is around 7.34%, less than ICTEX's 21.74% yield.


TTM20252024202320222021202020192018201720162015
FELTX
Fidelity Advisor Semiconductors Fund Class M
7.34%7.35%7.56%3.64%3.54%4.50%4.56%0.95%20.90%9.73%0.13%10.79%
ICTEX
ICON Health and Information Technology Fund
21.74%20.75%11.36%12.46%18.84%16.62%3.45%4.32%16.94%24.94%21.88%0.00%

Drawdowns

FELTX vs. ICTEX - Drawdown Comparison

The maximum FELTX drawdown since its inception was -71.50%, smaller than the maximum ICTEX drawdown of -81.85%. Use the drawdown chart below to compare losses from any high point for FELTX and ICTEX.


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Drawdown Indicators


FELTXICTEXDifference

Max Drawdown

Largest peak-to-trough decline

-71.50%

-81.85%

+10.35%

Max Drawdown (1Y)

Largest decline over 1 year

-17.10%

-13.58%

-3.52%

Max Drawdown (5Y)

Largest decline over 5 years

-46.25%

-26.67%

-19.58%

Max Drawdown (10Y)

Largest decline over 10 years

-46.25%

-35.08%

-11.17%

Current Drawdown

Current decline from peak

-14.69%

-13.58%

-1.11%

Average Drawdown

Average peak-to-trough decline

-22.55%

-37.04%

+14.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.50%

3.60%

+0.90%

Volatility

FELTX vs. ICTEX - Volatility Comparison

Fidelity Advisor Semiconductors Fund Class M (FELTX) has a higher volatility of 10.50% compared to ICON Health and Information Technology Fund (ICTEX) at 6.30%. This indicates that FELTX's price experiences larger fluctuations and is considered to be riskier than ICTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FELTXICTEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.50%

6.30%

+4.20%

Volatility (6M)

Calculated over the trailing 6-month period

24.75%

14.67%

+10.08%

Volatility (1Y)

Calculated over the trailing 1-year period

39.67%

23.07%

+16.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.96%

19.32%

+18.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.35%

21.17%

+13.18%