FIDSX vs. BDMIX
Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
FIDSX is managed by BlackRock. It was launched on Dec 10, 1981. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
FIDSX vs. BDMIX - Performance Comparison
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FIDSX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | -9.46% | 9.33% | 27.56% | 14.53% | -8.19% | 33.13% | 1.22% | 34.25% | -16.13% | 20.92% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 3.57% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, FIDSX achieves a -9.46% return, which is significantly lower than BDMIX's 3.57% return. Over the past 10 years, FIDSX has outperformed BDMIX with an annualized return of 11.65%, while BDMIX has yielded a comparatively lower 7.21% annualized return.
FIDSX
- 1D
- 0.98%
- 1M
- -5.37%
- YTD
- -9.46%
- 6M
- -10.80%
- 1Y
- -0.81%
- 3Y*
- 15.35%
- 5Y*
- 8.37%
- 10Y*
- 11.65%
BDMIX
- 1D
- -0.46%
- 1M
- 0.87%
- YTD
- 3.57%
- 6M
- 6.57%
- 1Y
- 16.65%
- 3Y*
- 18.58%
- 5Y*
- 11.16%
- 10Y*
- 7.21%
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FIDSX vs. BDMIX - Expense Ratio Comparison
FIDSX has a 0.73% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
FIDSX vs. BDMIX — Risk / Return Rank
FIDSX
BDMIX
FIDSX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| FIDSX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 2.57 | -2.57 |
Sortino ratioReturn per unit of downside risk | 0.15 | 3.76 | -3.61 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.48 | -0.46 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 4.90 | -5.04 |
Martin ratioReturn relative to average drawdown | -0.41 | 13.59 | -14.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIDSX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 2.57 | -2.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 1.72 | -1.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 1.25 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.14 | -0.67 |
Correlation
The correlation between FIDSX and BDMIX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FIDSX vs. BDMIX - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 1.88%, less than BDMIX's 8.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 1.88% | 1.70% | 1.86% | 3.01% | 11.32% | 4.12% | 5.86% | 5.57% | 12.89% | 4.22% | 1.00% | 0.70% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.63% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
FIDSX vs. BDMIX - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -74.26%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for FIDSX and BDMIX.
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Drawdown Indicators
| FIDSX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.26% | -11.89% | -62.37% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -3.60% | -13.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -7.45% | -17.04% |
Max Drawdown (10Y)Largest decline over 10 years | -45.48% | -9.44% | -36.04% |
Current DrawdownCurrent decline from peak | -15.78% | -0.85% | -14.93% |
Average DrawdownAverage peak-to-trough decline | -14.00% | -2.72% | -11.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.96% | 1.30% | +4.66% |
Volatility
FIDSX vs. BDMIX - Volatility Comparison
Fidelity Select Financial Services Portfolio (FIDSX) has a higher volatility of 4.53% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.58%. This indicates that FIDSX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIDSX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 1.58% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 4.74% | +8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 6.91% | +15.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.95% | 6.53% | +14.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.68% | 5.77% | +17.91% |