FIDSX vs. FSAGX
FIDSX (Fidelity Select Financial Services Portfolio) and FSAGX (Fidelity Select Gold Portfolio) are both mutual funds - FIDSX is a Financials Equities fund managed by BlackRock, while FSAGX is a Gold fund managed by Fidelity. Over the past 10 years, FIDSX returned 13.49%/yr vs 11.02%/yr for FSAGX. At a 0.09 correlation, their price movements are largely independent. Both charge a 0.73% expense ratio.
Performance
FIDSX vs. FSAGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FIDSX achieves a 1.93% return, which is significantly higher than FSAGX's -4.21% return. Over the past 10 years, FIDSX has outperformed FSAGX with an annualized return of 13.49%, while FSAGX has yielded a comparatively lower 11.02% annualized return.
FIDSX
- 1D
- 1.33%
- 1M
- 5.53%
- YTD
- 1.93%
- 6M
- -3.39%
- 1Y
- 9.03%
- 3Y*
- 20.25%
- 5Y*
- 9.99%
- 10Y*
- 13.49%
FSAGX
- 1D
- 3.25%
- 1M
- -7.95%
- YTD
- -4.21%
- 6M
- -3.06%
- 1Y
- 42.99%
- 3Y*
- 37.69%
- 5Y*
- 14.12%
- 10Y*
- 11.02%
FIDSX vs. FSAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 1.93% | 9.33% | 32.82% | 14.53% | -8.19% | 33.13% | 1.22% | 34.25% | -16.13% | 20.92% |
FSAGX Fidelity Select Gold Portfolio | -4.21% | 143.05% | 14.97% | -0.37% | -13.46% | -10.44% | 26.83% | 35.50% | -13.00% | 8.63% |
Correlation
The correlation between FIDSX and FSAGX is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Dec 16, 1985 | 0.09 |
The correlation between FIDSX and FSAGX shifts across timeframes, from 0.08 (10 years) to 0.23 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FIDSX vs. FSAGX — Risk / Return Rank
FIDSX
FSAGX
FIDSX vs. FSAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Select Gold Portfolio (FSAGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIDSX | FSAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.29 | -0.89 |
| Martin ratioReturn relative to average drawdown | 0.97 | 3.62 | -2.65 |
Loading charts...
Drawdowns
FIDSX vs. FSAGX - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -74.26%, roughly equal to the maximum FSAGX drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for FIDSX and FSAGX.
Loading charts...
Drawdown Indicators
| FIDSX | FSAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.26% | -77.21% | +2.95% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -35.40% | +18.80% |
Max Drawdown (3Y)Largest decline over 3 years | -19.44% | -35.40% | +15.96% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -45.94% | +21.45% |
Max Drawdown (10Y)Largest decline over 10 years | -45.48% | -50.57% | +5.09% |
Current DrawdownCurrent decline from peak | -5.19% | -29.85% | +24.66% |
Average DrawdownAverage peak-to-trough decline | -13.94% | -33.35% | +19.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.82% | 12.61% | -5.79% |
Volatility
FIDSX vs. FSAGX - Volatility Comparison
The current volatility for Fidelity Select Financial Services Portfolio (FIDSX) is 4.53%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 17.35%. This indicates that FIDSX experiences smaller price fluctuations and is considered to be less risky than FSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FIDSX | FSAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 17.35% | -12.82% |
Volatility (6M)Calculated over the trailing 6-month period | 13.57% | 37.19% | -23.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 44.46% | -27.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.90% | 34.01% | -13.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.69% | 33.31% | -9.62% |
FIDSX vs. FSAGX - Expense Ratio Comparison
Both FIDSX and FSAGX have an expense ratio of 0.73%.
Dividends
FIDSX vs. FSAGX - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 1.42%, less than FSAGX's 5.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 1.42% | 1.70% | 6.03% | 3.01% | 11.32% | 4.12% | 5.86% | 5.57% | 12.89% | 4.22% | 1.00% | 0.70% |
FSAGX Fidelity Select Gold Portfolio | 5.36% | 2.17% | 3.62% | 0.99% | 0.36% | 1.60% | 4.40% | 0.40% | 0.00% | 0.22% | 3.57% | 0.00% |
Frequently Asked Questions
FIDSX and FSAGX have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSAGX has higher volatility (17.35%) compared to FIDSX (4.53%). In terms of maximum drawdown, FIDSX dropped -74.26% vs FSAGX's -77.21%.
FSAGX currently has the higher Sharpe Ratio (1.03 vs 0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FIDSX and FSAGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer