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FEQIX vs. FSTCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FEQIX vs. FSTCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Equity-Income Fund (FEQIX) and Fidelity Select Telecommunications Portfolio (FSTCX). The values are adjusted to include any dividend payments, if applicable.

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FEQIX vs. FSTCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FEQIX
Fidelity Equity-Income Fund
1.32%18.96%15.34%10.62%-5.10%24.49%6.77%27.90%-8.46%12.80%
FSTCX
Fidelity Select Telecommunications Portfolio
11.69%11.63%21.18%7.29%-16.99%-2.69%20.63%20.43%-8.03%1.44%

Returns By Period

In the year-to-date period, FEQIX achieves a 1.32% return, which is significantly lower than FSTCX's 11.69% return. Over the past 10 years, FEQIX has outperformed FSTCX with an annualized return of 11.41%, while FSTCX has yielded a comparatively lower 7.02% annualized return.


FEQIX

1D
0.04%
1M
-6.45%
YTD
1.32%
6M
5.37%
1Y
16.73%
3Y*
15.21%
5Y*
10.74%
10Y*
11.41%

FSTCX

1D
-0.87%
1M
-0.21%
YTD
11.69%
6M
10.13%
1Y
15.12%
3Y*
15.80%
5Y*
4.83%
10Y*
7.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FEQIX vs. FSTCX - Expense Ratio Comparison

FEQIX has a 0.57% expense ratio, which is lower than FSTCX's 0.79% expense ratio.


Return for Risk

FEQIX vs. FSTCX — Risk / Return Rank

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

FEQIX
FEQIX Risk / Return Rank: 7272
Overall Rank
FEQIX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FEQIX Sortino Ratio Rank: 7373
Sortino Ratio Rank
FEQIX Omega Ratio Rank: 7474
Omega Ratio Rank
FEQIX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FEQIX Martin Ratio Rank: 7676
Martin Ratio Rank

FSTCX
FSTCX Risk / Return Rank: 4444
Overall Rank
FSTCX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
FSTCX Sortino Ratio Rank: 4242
Sortino Ratio Rank
FSTCX Omega Ratio Rank: 3232
Omega Ratio Rank
FSTCX Calmar Ratio Rank: 6464
Calmar Ratio Rank
FSTCX Martin Ratio Rank: 4040
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.

FEQIX vs. FSTCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) and Fidelity Select Telecommunications Portfolio (FSTCX). 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.


FEQIXFSTCXDifference

Sharpe ratio

Return per unit of total volatility

1.25

0.88

+0.37

Sortino ratio

Return per unit of downside risk

1.77

1.28

+0.49

Omega ratio

Gain probability vs. loss probability

1.28

1.16

+0.12

Calmar ratio

Return relative to maximum drawdown

1.49

1.46

+0.03

Martin ratio

Return relative to average drawdown

7.32

4.08

+3.24

FEQIX vs. FSTCX - Sharpe Ratio Comparison

The current FEQIX Sharpe Ratio is 1.25, which is higher than the FSTCX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of FEQIX and FSTCX, 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


FEQIXFSTCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

0.88

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.28

+0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.39

+0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.45

+0.04

Correlation

The correlation between FEQIX and FSTCX is 0.72, 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

FEQIX vs. FSTCX - Dividend Comparison

FEQIX's dividend yield for the trailing twelve months is around 4.91%, more than FSTCX's 2.30% yield.


TTM20252024202320222021202020192018201720162015
FEQIX
Fidelity Equity-Income Fund
4.91%4.67%5.51%4.26%4.56%9.90%3.38%7.16%9.76%6.29%4.28%12.17%
FSTCX
Fidelity Select Telecommunications Portfolio
2.30%2.57%2.19%3.72%8.13%15.37%8.11%3.33%3.23%19.90%6.40%1.99%

Drawdowns

FEQIX vs. FSTCX - Drawdown Comparison

The maximum FEQIX drawdown since its inception was -62.38%, smaller than the maximum FSTCX drawdown of -82.81%. Use the drawdown chart below to compare losses from any high point for FEQIX and FSTCX.


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Drawdown Indicators


FEQIXFSTCXDifference

Max Drawdown

Largest peak-to-trough decline

-62.38%

-82.81%

+20.43%

Max Drawdown (1Y)

Largest decline over 1 year

-11.05%

-9.38%

-1.67%

Max Drawdown (5Y)

Largest decline over 5 years

-17.20%

-34.08%

+16.88%

Max Drawdown (10Y)

Largest decline over 10 years

-33.12%

-34.08%

+0.96%

Current Drawdown

Current decline from peak

-6.45%

-3.81%

-2.64%

Average Drawdown

Average peak-to-trough decline

-8.04%

-24.74%

+16.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.25%

3.36%

-1.11%

Volatility

FEQIX vs. FSTCX - Volatility Comparison

The current volatility for Fidelity Equity-Income Fund (FEQIX) is 3.33%, while Fidelity Select Telecommunications Portfolio (FSTCX) has a volatility of 5.95%. This indicates that FEQIX experiences smaller price fluctuations and is considered to be less risky than FSTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FEQIXFSTCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.33%

5.95%

-2.62%

Volatility (6M)

Calculated over the trailing 6-month period

7.06%

12.52%

-5.46%

Volatility (1Y)

Calculated over the trailing 1-year period

14.30%

17.50%

-3.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.47%

17.46%

-3.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.49%

17.87%

-2.38%