PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
FIDSX vs. FSRBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FIDSX vs. FSRBX

Last updated May 12, 2025

Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Select Banking Portfolio (FSRBX).

FIDSX is managed by Blackrock. It was launched on Dec 10, 1981. FSRBX is managed by Fidelity. It was launched on Jun 30, 1986.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDSX or FSRBX.

Correlation

The correlation between FIDSX and FSRBX is 1.00, 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. FSRBX - Performance Comparison

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

Loading data...

Key characteristics

Daily Std Dev

FIDSX:

10.47%

FSRBX:

20.90%

Max Drawdown

FIDSX:

-0.48%

FSRBX:

-1.04%

Current Drawdown

FIDSX:

0.00%

FSRBX:

-0.34%

Returns By Period

FIDSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FSRBX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*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. FSRBX - Expense Ratio Comparison

Both FIDSX and FSRBX have an expense ratio of 0.73%.

FIDSX
Fidelity Select Financial Services Portfolio
FSRBX
Fidelity Select Banking Portfolio

Risk-Adjusted Performance

FIDSX vs. FSRBX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FIDSX
The Risk-Adjusted Performance Rank of FIDSX is 8484
Overall Rank
The Sharpe Ratio Rank of FIDSX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of FIDSX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of FIDSX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of FIDSX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of FIDSX is 8585
Martin Ratio Rank
FSRBX
The Risk-Adjusted Performance Rank of FSRBX is 6161
Overall Rank
The Sharpe Ratio Rank of FSRBX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of FSRBX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of FSRBX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of FSRBX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of FSRBX is 5454
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FIDSX vs. FSRBX - Risk-Adjusted Performance Comparison

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

No data
No data
No data
No data
No data

Loading data...

Dividends

FIDSX vs. FSRBX - Dividend Comparison

FIDSX's dividend yield for the trailing twelve months is around 7.40%, more than FSRBX's 2.42% yield.

TTM20242023202220212020201920182017201620152014
FIDSX
Fidelity Select Financial Services Portfolio		7.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FSRBX
Fidelity Select Banking Portfolio		2.42%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FIDSX vs. FSRBX - Drawdown Comparison

The maximum FIDSX drawdown since its inception was -0.48%, smaller than the maximum FSRBX drawdown of -1.04%. Use the drawdown chart below to compare losses from any high point for FIDSX and FSRBX. For additional features, visit the drawdowns tool.

Loading data...

Volatility

FIDSX vs. FSRBX - Volatility Comparison

Loading data...