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FFSIX vs. FIDSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.01.0

Performance

FFSIX vs. FIDSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Financial Services Fund Class I (FFSIX) and Fidelity Select Financial Services Portfolio (FIDSX). The values are adjusted to include any dividend payments, if applicable.

200.00%250.00%300.00%350.00%SeptemberOctoberNovemberDecember2025February
325.93%
225.54%
FFSIX
FIDSX

Key characteristics

Sharpe Ratio

FFSIX:

1.72

FIDSX:

1.61

Sortino Ratio

FFSIX:

2.51

FIDSX:

2.33

Omega Ratio

FFSIX:

1.32

FIDSX:

1.30

Calmar Ratio

FFSIX:

2.61

FIDSX:

2.38

Martin Ratio

FFSIX:

8.21

FIDSX:

7.67

Ulcer Index

FFSIX:

3.52%

FIDSX:

3.63%

Daily Std Dev

FFSIX:

16.89%

FIDSX:

17.29%

Max Drawdown

FFSIX:

-74.76%

FIDSX:

-73.84%

Current Drawdown

FFSIX:

-6.13%

FIDSX:

-6.81%

Returns By Period

The year-to-date returns for both stocks are quite close, with FFSIX having a 3.00% return and FIDSX slightly lower at 2.95%. Over the past 10 years, FFSIX has outperformed FIDSX with an annualized return of 9.98%, while FIDSX has yielded a comparatively lower 7.20% annualized return.


FFSIX

YTD

3.00%

1M

-1.84%

6M

11.61%

1Y

26.83%

5Y*

11.98%

10Y*

9.98%

FIDSX

YTD

2.95%

1M

-1.92%

6M

10.94%

1Y

25.65%

5Y*

9.92%

10Y*

7.20%

*Annualized

Compare stocks, funds, or ETFs

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


FFSIX vs. FIDSX - Expense Ratio Comparison

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


FFSIX
Fidelity Advisor Financial Services Fund Class I
Expense ratio chart for FFSIX: current value at 0.76% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.76%
Expense ratio chart for FIDSX: current value at 0.73% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.73%

Risk-Adjusted Performance

FFSIX vs. FIDSX — Risk-Adjusted Performance Rank

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

FFSIX
The Risk-Adjusted Performance Rank of FFSIX is 8585
Overall Rank
The Sharpe Ratio Rank of FFSIX is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of FFSIX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of FFSIX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of FFSIX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of FFSIX is 8383
Martin Ratio Rank

FIDSX
The Risk-Adjusted Performance Rank of FIDSX is 8282
Overall Rank
The Sharpe Ratio Rank of FIDSX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of FIDSX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of FIDSX is 8181
Omega Ratio Rank
The Calmar Ratio Rank of FIDSX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of FIDSX is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for FFSIX, currently valued at 1.72, compared to the broader market-1.000.001.002.003.004.001.721.61
The chart of Sortino ratio for FFSIX, currently valued at 2.51, compared to the broader market0.002.004.006.008.0010.0012.002.512.33
The chart of Omega ratio for FFSIX, currently valued at 1.32, compared to the broader market1.002.003.004.001.321.30
The chart of Calmar ratio for FFSIX, currently valued at 2.61, compared to the broader market0.005.0010.0015.0020.002.612.38
The chart of Martin ratio for FFSIX, currently valued at 8.21, compared to the broader market0.0020.0040.0060.0080.008.217.67
FFSIX
FIDSX

The current FFSIX Sharpe Ratio is 1.72, which is comparable to the FIDSX Sharpe Ratio of 1.61. 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.


Rolling 12-month Sharpe Ratio1.502.002.503.003.504.00SeptemberOctoberNovemberDecember2025February
1.72
1.61
FFSIX
FIDSX

Dividends

FFSIX vs. FIDSX - Dividend Comparison

FFSIX's dividend yield for the trailing twelve months is around 1.48%, less than FIDSX's 1.55% yield.


TTM20242023202220212020201920182017201620152014
FFSIX
Fidelity Advisor Financial Services Fund Class I
1.48%1.52%2.45%2.04%1.66%2.12%1.43%1.35%0.56%0.32%0.56%1.05%
FIDSX
Fidelity Select Financial Services Portfolio
1.55%1.60%2.08%2.17%1.97%2.04%1.45%1.61%0.63%1.00%0.92%1.00%

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-6.13%
-6.81%
FFSIX
FIDSX

Volatility

FFSIX vs. FIDSX - Volatility Comparison

Fidelity Advisor Financial Services Fund Class I (FFSIX) and Fidelity Select Financial Services Portfolio (FIDSX) have volatilities of 3.68% and 3.72%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
3.68%
3.72%
FFSIX
FIDSX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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