FIDSX vs. FSPCX
Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Select Insurance Portfolio (FSPCX).
FIDSX is managed by Blackrock. It was launched on Dec 10, 1981. FSPCX is managed by Fidelity. It was launched on Dec 16, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDSX or FSPCX.
Key characteristics
| FIDSX | FSPCX | |
|---|---|---|
| YTD Return | 35.78% | 29.52% |
| 1Y Return | 51.73% | 29.48% |
| 3Y Return (Ann) | 11.27% | 12.59% |
| 5Y Return (Ann) | 14.84% | 10.07% |
| 10Y Return (Ann) | 11.83% | 5.10% |
| Sharpe Ratio | 3.18 | 2.01 |
| Sortino Ratio | 4.51 | 2.67 |
| Omega Ratio | 1.58 | 1.37 |
| Calmar Ratio | 3.96 | 2.79 |
| Martin Ratio | 22.45 | 8.75 |
| Ulcer Index | 2.34% | 3.25% |
| Daily Std Dev | 16.52% | 14.18% |
| Max Drawdown | -73.84% | -69.12% |
| Current Drawdown | -1.29% | -0.70% |
Correlation
The correlation between FIDSX and FSPCX is 0.84, 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.
Performance
FIDSX vs. FSPCX - Performance Comparison
In the year-to-date period, FIDSX achieves a 35.78% return, which is significantly higher than FSPCX's 29.52% return. Over the past 10 years, FIDSX has outperformed FSPCX with an annualized return of 11.83%, while FSPCX has yielded a comparatively lower 5.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIDSX vs. FSPCX - Expense Ratio Comparison
FIDSX has a 0.73% expense ratio, which is lower than FSPCX's 0.78% expense ratio.
Risk-Adjusted Performance
FIDSX vs. FSPCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Select Insurance Portfolio (FSPCX). 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.
Dividends
FIDSX vs. FSPCX - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 1.56%, more than FSPCX's 0.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 1.56% | 2.08% | 2.17% | 1.97% | 2.04% | 1.45% | 1.61% | 0.63% | 1.00% | 0.92% | 1.00% | 0.91% |
FSPCX Fidelity Select Insurance Portfolio | 0.93% | 1.11% | 0.74% | 1.29% | 1.61% | 1.40% | 2.17% | 1.21% | 1.15% | 1.97% | 6.93% | 8.51% |
Drawdowns
FIDSX vs. FSPCX - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -73.84%, which is greater than FSPCX's maximum drawdown of -69.12%. Use the drawdown chart below to compare losses from any high point for FIDSX and FSPCX. For additional features, visit the drawdowns tool.
Volatility
FIDSX vs. FSPCX - Volatility Comparison
Fidelity Select Financial Services Portfolio (FIDSX) has a higher volatility of 8.76% compared to Fidelity Select Insurance Portfolio (FSPCX) at 5.41%. This indicates that FIDSX's price experiences larger fluctuations and is considered to be riskier than FSPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.