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

Correlation

The correlation between FIDSX and FSELX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

FIDSX vs. FSELX - Performance Comparison

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

-20.00%-10.00%0.00%10.00%20.00%30.00%AugustSeptemberOctoberNovemberDecember2025
16.37%
-3.72%
FIDSX
FSELX

Key characteristics

Sharpe Ratio

FIDSX:

1.62

FSELX:

1.43

Sortino Ratio

FIDSX:

2.32

FSELX:

1.97

Omega Ratio

FIDSX:

1.31

FSELX:

1.25

Calmar Ratio

FIDSX:

2.58

FSELX:

2.13

Martin Ratio

FIDSX:

9.37

FSELX:

5.88

Ulcer Index

FIDSX:

3.00%

FSELX:

8.84%

Daily Std Dev

FIDSX:

17.32%

FSELX:

36.29%

Max Drawdown

FIDSX:

-73.84%

FSELX:

-81.70%

Current Drawdown

FIDSX:

-10.07%

FSELX:

-7.58%

Returns By Period

In the year-to-date period, FIDSX achieves a 0.60% return, which is significantly lower than FSELX's 4.51% return. Over the past 10 years, FIDSX has underperformed FSELX with an annualized return of 11.22%, while FSELX has yielded a comparatively higher 17.96% annualized return.


FIDSX

YTD

0.60%

1M

-8.76%

6M

16.37%

1Y

27.38%

5Y*

12.49%

10Y*

11.22%

FSELX

YTD

4.51%

1M

-2.37%

6M

-3.72%

1Y

53.22%

5Y*

23.05%

10Y*

17.96%

*Annualized

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. FSELX - Expense Ratio Comparison

FIDSX has a 0.73% expense ratio, which is higher than FSELX's 0.68% expense ratio.


FIDSX
Fidelity Select Financial Services Portfolio
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%
Expense ratio chart for FSELX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%

Risk-Adjusted Performance

FIDSX vs. FSELX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Select Semiconductors Portfolio (FSELX). 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 FIDSX, currently valued at 1.62, compared to the broader market-1.000.001.002.003.001.621.43
The chart of Sortino ratio for FIDSX, currently valued at 2.32, compared to the broader market-2.000.002.004.006.008.002.321.97
The chart of Omega ratio for FIDSX, currently valued at 1.31, compared to the broader market0.501.001.502.002.503.001.311.25
The chart of Calmar ratio for FIDSX, currently valued at 2.58, compared to the broader market0.002.004.006.008.0010.002.582.13
The chart of Martin ratio for FIDSX, currently valued at 9.37, compared to the broader market0.0010.0020.0030.0040.0050.009.375.88
FIDSX
FSELX

The current FIDSX Sharpe Ratio is 1.62, which is comparable to the FSELX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of FIDSX and FSELX, 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 Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
1.62
1.43
FIDSX
FSELX

Dividends

FIDSX vs. FSELX - Dividend Comparison

FIDSX's dividend yield for the trailing twelve months is around 0.27%, while FSELX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FIDSX
Fidelity Select Financial Services Portfolio
0.27%0.27%2.08%2.17%1.97%2.04%1.45%1.61%0.63%1.00%0.92%1.00%
FSELX
Fidelity Select Semiconductors Portfolio
0.00%0.00%0.10%0.18%0.04%0.51%0.76%0.76%1.04%0.71%16.31%3.48%

Drawdowns

FIDSX vs. FSELX - Drawdown Comparison

The maximum FIDSX drawdown since its inception was -73.84%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FIDSX and FSELX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-10.07%
-7.58%
FIDSX
FSELX

Volatility

FIDSX vs. FSELX - Volatility Comparison

The current volatility for Fidelity Select Financial Services Portfolio (FIDSX) is 6.66%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.18%. This indicates that FIDSX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
6.66%
9.18%
FIDSX
FSELX
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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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