FFSIX vs. FIDSX
Compare and contrast key facts about Fidelity Advisor Financial Services Fund Class I (FFSIX) and Fidelity Select Financial Services Portfolio (FIDSX).
FFSIX is managed by Blackrock. It was launched on Sep 3, 1996. FIDSX is managed by Blackrock. It was launched on Dec 10, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFSIX or FIDSX.
Key characteristics
| FFSIX | FIDSX | |
|---|---|---|
| YTD Return | 35.43% | 35.78% |
| 1Y Return | 51.21% | 51.73% |
| 3Y Return (Ann) | 10.87% | 11.27% |
| 5Y Return (Ann) | 14.38% | 14.84% |
| 10Y Return (Ann) | 11.64% | 11.83% |
| Sharpe Ratio | 3.17 | 3.18 |
| Sortino Ratio | 4.49 | 4.51 |
| Omega Ratio | 1.58 | 1.58 |
| Calmar Ratio | 3.82 | 3.96 |
| Martin Ratio | 22.12 | 22.45 |
| Ulcer Index | 2.36% | 2.34% |
| Daily Std Dev | 16.46% | 16.52% |
| Max Drawdown | -74.76% | -73.84% |
| Current Drawdown | -1.32% | -1.29% |
Correlation
The correlation between FFSIX and FIDSX is 0.99, 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.
Performance
FFSIX vs. FIDSX - Performance Comparison
The year-to-date returns for both investments are quite close, with FFSIX having a 35.43% return and FIDSX slightly higher at 35.78%. Both investments have delivered pretty close results over the past 10 years, with FFSIX having a 11.64% annualized return and FIDSX not far ahead at 11.83%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FFSIX vs. FIDSX - Expense Ratio Comparison
FFSIX has a 0.76% expense ratio, which is higher than FIDSX's 0.73% expense ratio.
Risk-Adjusted Performance
FFSIX vs. FIDSX - Risk-Adjusted Performance Comparison
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.
Dividends
FFSIX vs. FIDSX - Dividend Comparison
FFSIX's dividend yield for the trailing twelve months is around 1.81%, more than FIDSX's 1.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFSIX Fidelity Advisor Financial Services Fund Class I | 1.81% | 2.45% | 2.04% | 1.66% | 2.12% | 1.43% | 1.35% | 0.56% | 0.32% | 0.56% | 1.05% | 1.24% |
FIDSX Fidelity Select Financial Services Portfolio | 1.56% | 2.08% | 2.17% | 1.97% | 2.04% | 1.45% | 1.61% | 0.63% | 1.00% | 0.92% | 1.00% | 0.91% |
Drawdowns
FFSIX vs. FIDSX - Drawdown Comparison
The maximum FFSIX drawdown since its inception was -74.76%, roughly equal to the maximum FIDSX drawdown of -73.84%. Use the drawdown chart below to compare losses from any high point for FFSIX and FIDSX. For additional features, visit the drawdowns tool.
Volatility
FFSIX vs. FIDSX - Volatility Comparison
Fidelity Advisor Financial Services Fund Class I (FFSIX) and Fidelity Select Financial Services Portfolio (FIDSX) have volatilities of 8.71% and 8.76%, 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.