FIKHX vs. SLMCX
Compare and contrast key facts about Fidelity Advisor Technology Fund Class Z (FIKHX) and Columbia Seligman Technology and Information Fund (SLMCX).
FIKHX is managed by Fidelity. It was launched on Oct 2, 2018. SLMCX is managed by Columbia Threadneedle. It was launched on Jun 22, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKHX or SLMCX.
Performance
FIKHX vs. SLMCX - Performance Comparison
Returns By Period
In the year-to-date period, FIKHX achieves a 31.06% return, which is significantly higher than SLMCX's 21.26% return.
FIKHX
31.06%
0.23%
13.43%
34.59%
17.59%
N/A
SLMCX
21.26%
2.14%
9.32%
25.56%
9.66%
8.46%
Key characteristics
| FIKHX | SLMCX | |
|---|---|---|
| Sharpe Ratio | 1.48 | 1.25 |
| Sortino Ratio | 2.00 | 1.73 |
| Omega Ratio | 1.26 | 1.23 |
| Calmar Ratio | 1.79 | 0.98 |
| Martin Ratio | 6.96 | 6.36 |
| Ulcer Index | 4.93% | 3.96% |
| Daily Std Dev | 23.26% | 20.20% |
| Max Drawdown | -46.63% | -86.89% |
| Current Drawdown | -3.23% | -4.80% |
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FIKHX vs. SLMCX - Expense Ratio Comparison
FIKHX has a 0.59% expense ratio, which is lower than SLMCX's 1.17% expense ratio.
Correlation
The correlation between FIKHX and SLMCX is 0.91, 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.
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.
Dividends
FIKHX vs. SLMCX - Dividend Comparison
Neither FIKHX nor SLMCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
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.
Volatility
FIKHX vs. SLMCX - Volatility Comparison
Fidelity Advisor Technology Fund Class Z (FIKHX) has a higher volatility of 6.45% compared to Columbia Seligman Technology and Information Fund (SLMCX) at 5.23%. This indicates that FIKHX's price experiences larger fluctuations and is considered to be riskier than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.