PortfoliosLab logoPortfoliosLab logo
FIDSX vs. FCYIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIDSX vs. FCYIX - Performance Comparison

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

Loading graphics...

FIDSX vs. FCYIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
FCYIX
Fidelity Select Industrials Portfolio
0.00%20.95%23.32%23.21%-10.47%16.94%11.91%28.02%-15.34%19.87%

Returns By Period

Both investments have delivered pretty close results over the past 10 years, with FIDSX having a 11.65% annualized return and FCYIX not far ahead at 12.00%.


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%

FCYIX

1D
0.00%
1M
0.00%
YTD
0.00%
6M
-1.59%
1Y
24.52%
3Y*
21.45%
5Y*
12.99%
10Y*
12.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


FIDSX vs. FCYIX - Expense Ratio Comparison

FIDSX has a 0.73% expense ratio, which is higher than FCYIX's 0.69% expense ratio.


Return for Risk

FIDSX vs. FCYIX — Risk / Return Rank

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

FIDSX
FIDSX Risk / Return Rank: 55
Overall Rank
FIDSX Sharpe Ratio Rank: 66
Sharpe Ratio Rank
FIDSX Sortino Ratio Rank: 66
Sortino Ratio Rank
FIDSX Omega Ratio Rank: 66
Omega Ratio Rank
FIDSX Calmar Ratio Rank: 55
Calmar Ratio Rank
FIDSX Martin Ratio Rank: 44
Martin Ratio Rank

FCYIX
FCYIX Risk / Return Rank: 6767
Overall Rank
FCYIX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FCYIX Sortino Ratio Rank: 8282
Sortino Ratio Rank
FCYIX Omega Ratio Rank: 9292
Omega Ratio Rank
FCYIX Calmar Ratio Rank: 3737
Calmar Ratio Rank
FCYIX Martin Ratio Rank: 4545
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.

FIDSX vs. FCYIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Select Industrials Portfolio (FCYIX). 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.


FIDSXFCYIXDifference

Sharpe ratio

Return per unit of total volatility

0.00

1.43

-1.43

Sortino ratio

Return per unit of downside risk

0.15

2.10

-1.95

Omega ratio

Gain probability vs. loss probability

1.02

1.44

-0.42

Calmar ratio

Return relative to maximum drawdown

-0.15

0.98

-1.13

Martin ratio

Return relative to average drawdown

-0.41

4.47

-4.88

FIDSX vs. FCYIX - Sharpe Ratio Comparison

The current FIDSX Sharpe Ratio is 0.00, which is lower than the FCYIX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of FIDSX and FCYIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FIDSXFCYIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.00

1.43

-1.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.68

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.58

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.49

-0.02

Correlation

The correlation between FIDSX and FCYIX is 0.78, 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

FIDSX vs. FCYIX - Dividend Comparison

FIDSX's dividend yield for the trailing twelve months is around 1.88%, less than FCYIX's 2.26% yield.


TTM20252024202320222021202020192018201720162015
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%
FCYIX
Fidelity Select Industrials Portfolio
2.26%2.26%4.30%5.86%3.94%27.55%2.89%4.16%9.54%5.06%4.32%6.61%

Drawdowns

FIDSX vs. FCYIX - Drawdown Comparison

The maximum FIDSX drawdown since its inception was -74.26%, which is greater than FCYIX's maximum drawdown of -60.67%. Use the drawdown chart below to compare losses from any high point for FIDSX and FCYIX.


Loading graphics...

Drawdown Indicators


FIDSXFCYIXDifference

Max Drawdown

Largest peak-to-trough decline

-74.26%

-60.67%

-13.59%

Max Drawdown (1Y)

Largest decline over 1 year

-16.60%

-13.36%

-3.24%

Max Drawdown (5Y)

Largest decline over 5 years

-24.49%

-26.27%

+1.78%

Max Drawdown (10Y)

Largest decline over 10 years

-45.48%

-42.58%

-2.90%

Current Drawdown

Current decline from peak

-15.78%

-2.60%

-13.18%

Average Drawdown

Average peak-to-trough decline

-14.00%

-8.13%

-5.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.96%

3.39%

+2.57%

Volatility

FIDSX vs. FCYIX - Volatility Comparison

Fidelity Select Financial Services Portfolio (FIDSX) has a higher volatility of 4.53% compared to Fidelity Select Industrials Portfolio (FCYIX) at 0.00%. This indicates that FIDSX's price experiences larger fluctuations and is considered to be riskier than FCYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FIDSXFCYIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.53%

0.00%

+4.53%

Volatility (6M)

Calculated over the trailing 6-month period

13.73%

6.10%

+7.63%

Volatility (1Y)

Calculated over the trailing 1-year period

21.95%

19.67%

+2.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.95%

19.65%

+1.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.68%

20.86%

+2.82%