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FIKHX vs. FSPTX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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.

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Returns By Period


FIKHX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

FSPTX

1D
3.77%
1M
-2.64%
6M
27.84%
YTD
30.03%
1Y
46.11%
3Y*
33.19%
5Y*
19.84%
10Y*
25.58%
ALL TIME*
14.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00

FIKHX vs. FSPTX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FIKHX
Fidelity Advisor Technology Fund Class Z
0.00%24.77%35.52%59.89%-35.93%27.74%64.56%51.18%-17.39%
FSPTX
Fidelity Select Technology Portfolio
30.03%23.37%41.76%59.83%-36.91%21.99%63.95%51.08%-17.46%

Correlation

The correlation between FIKHX and FSPTX is 0.43, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.43

Correlation (3Y)
Balances recent behavior with more history.

0.82

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.91

Correlation (All Time)
Calculated using the full available price history since Oct 17, 2018

0.93

Over the past year, the correlation between FIKHX and FSPTX has dropped to 0.43 - well below their long-term average of 0.93, suggesting their price drivers have been diverging.

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Return for Risk

FIKHX vs. FSPTX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FIKHX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


FSPTX
FSPTX Risk / Return Rank: 7272
Overall Rank
FSPTX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
FSPTX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FSPTX Omega Ratio Rank: 6565
Omega Ratio Rank
FSPTX Calmar Ratio Rank: 8585
Calmar Ratio Rank
FSPTX Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FIKHX vs. FSPTX - Risk-Adjusted Trends 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.

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.


FIKHXFSPTXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.28

Calmar ratioReturn relative to maximum drawdown

2.86

Martin ratioReturn relative to average drawdown

8.20

FIKHX vs. FSPTX - Sharpe Ratio Comparison


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Drawdowns

FIKHX vs. FSPTX - Drawdown Comparison


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Drawdown Indicators


FIKHXFSPTXDifference

Max Drawdown

Largest peak-to-trough decline

-84.37%

Max Drawdown (1Y)

Largest decline over 1 year

-14.87%

Max Drawdown (3Y)

Largest decline over 3 years

-29.22%

Max Drawdown (5Y)

Largest decline over 5 years

-42.16%

Max Drawdown (10Y)

Largest decline over 10 years

-42.16%

Current Drawdown

Current decline from peak

-11.67%

Average Drawdown

Average peak-to-trough decline

-26.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.19%

Volatility

FIKHX vs. FSPTX - Volatility Comparison


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Volatility by Period


FIKHXFSPTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.28%

Volatility (6M)

Calculated over the trailing 6-month period

21.29%

Volatility (1Y)

Calculated over the trailing 1-year period

25.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.29%

FIKHX vs. FSPTX - Expense Ratio Comparison

FIKHX has a 0.59% expense ratio, which is lower than FSPTX's 0.61% expense ratio.


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 8.35%.


PositionTTM20252024202320222021202020192018201720162015
FIKHX
Fidelity Advisor Technology Fund Class Z
9.85%9.85%7.33%3.86%3.32%11.52%7.42%2.64%22.38%0.00%0.00%0.00%
FSPTX
Fidelity Select Technology Portfolio
8.35%9.06%9.42%0.01%3.95%11.62%18.86%1.86%23.77%8.32%1.54%4.19%

Frequently Asked Questions


FIKHX and FSPTX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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