FFSIX vs. FIDSX

In the year-to-date period, FFSIX achieves a 0.96% return, which is significantly higher than FIDSX's 0.91% return. Over the past 10 years, FFSIX has underperformed FIDSX with an annualized return of 9.65%, while FIDSX has yielded a comparatively higher 11.31% annualized return.

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FFSIX has a 0.76% expense ratio, which is higher than FIDSX's 0.73% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Financial Services Fund Class I (FFSIX) and Fidelity Select Financial Services Portfolio (FIDSX). 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.

The current FFSIX Sharpe Ratio is 0.79, which is comparable to the FIDSX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of FFSIX and FIDSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFSIX's dividend yield for the trailing twelve months is around 4.90%, less than FIDSX's 7.41% yield.

The maximum FFSIX drawdown since its inception was -74.76%, roughly equal to the maximum FIDSX drawdown of -74.17%. Use the drawdown chart below to compare losses from any high point for FFSIX and FIDSX. For additional features, visit the drawdowns tool.

Fidelity Advisor Financial Services Fund Class I (FFSIX) and Fidelity Select Financial Services Portfolio (FIDSX) have volatilities of 6.92% and 6.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.