FIDSX vs. FIKBX
Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX).
FIDSX is managed by BlackRock. It was launched on Dec 10, 1981. FIKBX is managed by BlackRock. It was launched on Oct 2, 2018.
Performance
FIDSX vs. FIKBX - Performance Comparison
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FIDSX vs. FIKBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | -9.46% | 9.33% | 27.56% | 14.53% | -8.19% | 33.13% | 1.22% | 34.25% | -11.62% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | -9.34% | 15.36% | 32.80% | 14.47% | -8.58% | 33.43% | 0.18% | 34.31% | -11.43% |
Returns By Period
The year-to-date returns for both investments are quite close, with FIDSX having a -9.46% return and FIKBX slightly higher at -9.34%.
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%
FIKBX
- 1D
- 1.00%
- 1M
- -5.35%
- YTD
- -9.34%
- 6M
- -5.78%
- 1Y
- 4.82%
- 3Y*
- 19.08%
- 5Y*
- 10.36%
- 10Y*
- —
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FIDSX vs. FIKBX - Expense Ratio Comparison
FIDSX has a 0.73% expense ratio, which is higher than FIKBX's 0.64% expense ratio.
Return for Risk
FIDSX vs. FIKBX — Risk / Return Rank
FIDSX
FIKBX
FIDSX vs. FIKBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX). 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 | FIKBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 0.27 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.15 | 0.50 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.07 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.25 | -0.39 |
Martin ratioReturn relative to average drawdown | -0.41 | 0.77 | -1.18 |
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 | FIKBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 0.27 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.50 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.46 | +0.01 |
Correlation
The correlation between FIDSX and FIKBX 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.
Dividends
FIDSX vs. FIKBX - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 1.88%, less than FIKBX's 7.85% 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% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | 7.85% | 7.11% | 5.04% | 2.48% | 6.20% | 4.43% | 2.78% | 1.59% | 4.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIDSX vs. FIKBX - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -74.26%, which is greater than FIKBX's maximum drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for FIDSX and FIKBX.
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Drawdown Indicators
| FIDSX | FIKBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.26% | -45.95% | -28.31% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -14.41% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -24.82% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -45.48% | — | — |
Current DrawdownCurrent decline from peak | -15.78% | -12.09% | -3.69% |
Average DrawdownAverage peak-to-trough decline | -14.00% | -8.17% | -5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.96% | 4.61% | +1.35% |
Volatility
FIDSX vs. FIKBX - Volatility Comparison
Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX) have volatilities of 4.53% and 4.52%, 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.
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Volatility by Period
| FIDSX | FIKBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 4.52% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 12.43% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 21.14% | +0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.95% | 20.79% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.68% | 26.15% | -2.47% |