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

Correlation

The correlation between FIKHX and SLMCX is 0.90, 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.


-0.50.00.51.00.9

Performance

FIKHX vs. SLMCX - Performance Comparison

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

60.00%80.00%100.00%120.00%JulyAugustSeptemberOctoberNovemberDecember
109.06%
66.85%
FIKHX
SLMCX

Key characteristics

Sharpe Ratio

FIKHX:

1.17

SLMCX:

0.52

Sortino Ratio

FIKHX:

1.61

SLMCX:

0.78

Omega Ratio

FIKHX:

1.22

SLMCX:

1.12

Calmar Ratio

FIKHX:

1.50

SLMCX:

0.50

Martin Ratio

FIKHX:

5.91

SLMCX:

2.52

Ulcer Index

FIKHX:

4.87%

SLMCX:

4.96%

Daily Std Dev

FIKHX:

24.61%

SLMCX:

24.02%

Max Drawdown

FIKHX:

-46.63%

SLMCX:

-86.89%

Current Drawdown

FIKHX:

-8.72%

SLMCX:

-13.20%

Returns By Period

In the year-to-date period, FIKHX achieves a 29.39% return, which is significantly higher than SLMCX's 13.48% return.


FIKHX

YTD

29.39%

1M

-3.53%

6M

3.30%

1Y

28.68%

5Y*

16.62%

10Y*

N/A

SLMCX

YTD

13.48%

1M

-9.67%

6M

-2.42%

1Y

12.64%

5Y*

9.70%

10Y*

8.56%

*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. SLMCX - Expense Ratio Comparison

FIKHX has a 0.59% expense ratio, which is lower than SLMCX's 1.17% expense ratio.


SLMCX
Columbia Seligman Technology and Information Fund
Expense ratio chart for SLMCX: current value at 1.17% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.17%
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. SLMCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) and Columbia Seligman Technology and Information Fund (SLMCX). 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 1.17, compared to the broader market-1.000.001.002.003.001.170.52
The chart of Sortino ratio for FIKHX, currently valued at 1.61, compared to the broader market-2.000.002.004.006.008.001.610.78
The chart of Omega ratio for FIKHX, currently valued at 1.22, compared to the broader market0.501.001.502.002.503.001.221.12
The chart of Calmar ratio for FIKHX, currently valued at 1.50, compared to the broader market0.002.004.006.008.0010.0012.001.500.50
The chart of Martin ratio for FIKHX, currently valued at 5.91, compared to the broader market0.0010.0020.0030.0040.0050.0060.005.912.52
FIKHX
SLMCX

The current FIKHX Sharpe Ratio is 1.17, which is higher than the SLMCX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FIKHX and SLMCX, 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 Ratio0.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
1.17
0.52
FIKHX
SLMCX

Dividends

FIKHX vs. SLMCX - Dividend Comparison

Neither FIKHX nor SLMCX has paid dividends to shareholders.


TTM2023202220212020
FIKHX
Fidelity Advisor Technology Fund Class Z
0.00%0.00%0.00%0.00%0.00%
SLMCX
Columbia Seligman Technology and Information Fund
0.00%0.00%0.00%0.00%0.42%

Drawdowns

FIKHX vs. SLMCX - Drawdown Comparison

The maximum FIKHX drawdown since its inception was -46.63%, smaller than the maximum SLMCX drawdown of -86.89%. Use the drawdown chart below to compare losses from any high point for FIKHX and SLMCX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.72%
-13.20%
FIKHX
SLMCX

Volatility

FIKHX vs. SLMCX - Volatility Comparison

The current volatility for Fidelity Advisor Technology Fund Class Z (FIKHX) is 9.35%, while Columbia Seligman Technology and Information Fund (SLMCX) has a volatility of 15.35%. This indicates that FIKHX experiences smaller price fluctuations and is considered to be less risky than SLMCX 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%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
9.35%
15.35%
FIKHX
SLMCX
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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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