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FIKHX vs. FSPTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FIKHX and FSPTX is 0.98, 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.


-0.50.00.51.01.0

Performance

FIKHX vs. FSPTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Technology Fund Class Z (FIKHX) and Fidelity Select Technology Portfolio (FSPTX). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-2.08%
5.12%
FIKHX
FSPTX

Key characteristics

Sharpe Ratio

FIKHX:

1.25

FSPTX:

1.69

Sortino Ratio

FIKHX:

1.71

FSPTX:

2.25

Omega Ratio

FIKHX:

1.23

FSPTX:

1.29

Calmar Ratio

FIKHX:

1.59

FSPTX:

2.46

Martin Ratio

FIKHX:

6.18

FSPTX:

8.34

Ulcer Index

FIKHX:

4.97%

FSPTX:

4.73%

Daily Std Dev

FIKHX:

24.49%

FSPTX:

23.41%

Max Drawdown

FIKHX:

-46.63%

FSPTX:

-84.32%

Current Drawdown

FIKHX:

-10.39%

FSPTX:

-4.11%

Returns By Period

The year-to-date returns for both stocks are quite close, with FIKHX having a 0.34% return and FSPTX slightly lower at 0.33%.


FIKHX

YTD

0.34%

1M

-7.84%

6M

-1.47%

1Y

32.32%

5Y*

16.07%

10Y*

N/A

FSPTX

YTD

0.33%

1M

-1.39%

6M

5.78%

1Y

41.21%

5Y*

22.15%

10Y*

21.31%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FIKHX vs. FSPTX - Expense Ratio Comparison

FIKHX has a 0.59% expense ratio, which is lower than FSPTX's 0.67% expense ratio.


FSPTX
Fidelity Select Technology Portfolio
Expense ratio chart for FSPTX: current value at 0.67% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.67%
Expense ratio chart for FIKHX: current value at 0.59% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.59%

Risk-Adjusted Performance

FIKHX vs. FSPTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) and Fidelity Select Technology Portfolio (FSPTX). 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 FIKHX, currently valued at 1.25, compared to the broader market-1.000.001.002.003.001.251.69
The chart of Sortino ratio for FIKHX, currently valued at 1.71, compared to the broader market-2.000.002.004.006.008.001.712.25
The chart of Omega ratio for FIKHX, currently valued at 1.23, compared to the broader market0.501.001.502.002.503.001.231.29
The chart of Calmar ratio for FIKHX, currently valued at 1.59, compared to the broader market0.002.004.006.008.0010.001.592.46
The chart of Martin ratio for FIKHX, currently valued at 6.18, compared to the broader market0.0010.0020.0030.0040.0050.006.188.34
FIKHX
FSPTX

The current FIKHX Sharpe Ratio is 1.25, which is comparable to the FSPTX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of FIKHX and FSPTX, 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 Ratio1.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.25
1.69
FIKHX
FSPTX

Dividends

FIKHX vs. FSPTX - Dividend Comparison

FIKHX has not paid dividends to shareholders, while FSPTX's dividend yield for the trailing twelve months is around 4.69%.


TTM20242023202220212020201920182017201620152014
FIKHX
Fidelity Advisor Technology Fund Class Z
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FSPTX
Fidelity Select Technology Portfolio
4.69%4.71%0.01%3.95%11.62%18.86%1.61%23.63%8.31%1.49%4.28%17.85%

Drawdowns

FIKHX vs. FSPTX - Drawdown Comparison

The maximum FIKHX drawdown since its inception was -46.63%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for FIKHX and FSPTX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-10.39%
-4.11%
FIKHX
FSPTX

Volatility

FIKHX vs. FSPTX - Volatility Comparison

Fidelity Advisor Technology Fund Class Z (FIKHX) has a higher volatility of 9.15% compared to Fidelity Select Technology Portfolio (FSPTX) at 6.01%. This indicates that FIKHX's price experiences larger fluctuations and is considered to be riskier than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
9.15%
6.01%
FIKHX
FSPTX
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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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