PortfoliosLab logoPortfoliosLab logo
FIKRX vs. FSELX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIKRX vs. FSELX - Performance Comparison

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

Loading graphics...

FIKRX vs. FSELX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FIKRX
Fidelity Advisor Limited Term Bond Fund Class Z
-0.31%6.75%4.97%6.09%-6.17%-1.39%5.26%6.14%1.01%
FSELX
Fidelity Select Semiconductors Portfolio
7.19%52.17%49.68%78.49%-35.27%59.16%44.33%64.50%-10.87%

Returns By Period

In the year-to-date period, FIKRX achieves a -0.31% return, which is significantly lower than FSELX's 7.19% return.


FIKRX

1D
0.09%
1M
-1.03%
YTD
-0.31%
6M
0.79%
1Y
4.25%
3Y*
5.18%
5Y*
2.11%
10Y*

FSELX

1D
7.19%
1M
-4.24%
YTD
7.19%
6M
13.70%
1Y
97.02%
3Y*
46.40%
5Y*
31.60%
10Y*
32.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


FIKRX vs. FSELX - Expense Ratio Comparison

FIKRX has a 0.36% expense ratio, which is lower than FSELX's 0.68% expense ratio.


Return for Risk

FIKRX vs. FSELX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIKRX
FIKRX Risk / Return Rank: 9191
Overall Rank
FIKRX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
FIKRX Sortino Ratio Rank: 9595
Sortino Ratio Rank
FIKRX Omega Ratio Rank: 8989
Omega Ratio Rank
FIKRX Calmar Ratio Rank: 9292
Calmar Ratio Rank
FIKRX Martin Ratio Rank: 9191
Martin Ratio Rank

FSELX
FSELX Risk / Return Rank: 9696
Overall Rank
FSELX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
FSELX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FSELX Omega Ratio Rank: 9191
Omega Ratio Rank
FSELX Calmar Ratio Rank: 9898
Calmar Ratio Rank
FSELX Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIKRX vs. FSELX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.


FIKRXFSELXDifference

Sharpe ratio

Return per unit of total volatility

1.96

2.40

-0.43

Sortino ratio

Return per unit of downside risk

3.16

3.02

+0.14

Omega ratio

Gain probability vs. loss probability

1.41

1.43

-0.01

Calmar ratio

Return relative to maximum drawdown

2.93

5.65

-2.72

Martin ratio

Return relative to average drawdown

11.55

22.93

-11.38

FIKRX vs. FSELX - Sharpe Ratio Comparison

The current FIKRX Sharpe Ratio is 1.96, which is comparable to the FSELX Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of FIKRX and FSELX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FIKRXFSELXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.96

2.40

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

0.82

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.93

Sharpe Ratio (All Time)

Calculated using the full available price history

1.09

0.50

+0.59

Correlation

The correlation between FIKRX and FSELX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FIKRX vs. FSELX - Dividend Comparison

FIKRX's dividend yield for the trailing twelve months is around 3.74%, less than FSELX's 10.36% yield.


TTM20252024202320222021202020192018201720162015
FIKRX
Fidelity Advisor Limited Term Bond Fund Class Z
3.74%3.98%3.41%2.22%1.31%1.33%2.48%2.53%0.64%0.00%0.00%0.00%
FSELX
Fidelity Select Semiconductors Portfolio
10.36%11.11%7.97%7.20%6.69%6.99%8.13%3.36%26.80%14.44%3.82%15.22%

Drawdowns

FIKRX vs. FSELX - Drawdown Comparison

The maximum FIKRX drawdown since its inception was -9.79%, smaller than the maximum FSELX drawdown of -82.54%. Use the drawdown chart below to compare losses from any high point for FIKRX and FSELX.


Loading graphics...

Drawdown Indicators


FIKRXFSELXDifference

Max Drawdown

Largest peak-to-trough decline

-9.79%

-82.54%

+72.75%

Max Drawdown (1Y)

Largest decline over 1 year

-1.63%

-17.23%

+15.60%

Max Drawdown (5Y)

Largest decline over 5 years

-9.64%

-46.37%

+36.73%

Max Drawdown (10Y)

Largest decline over 10 years

-46.37%

Current Drawdown

Current decline from peak

-1.28%

-8.22%

+6.94%

Average Drawdown

Average peak-to-trough decline

-1.93%

-28.82%

+26.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.41%

4.24%

-3.83%

Volatility

FIKRX vs. FSELX - Volatility Comparison

The current volatility for Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) is 0.77%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 12.78%. This indicates that FIKRX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FIKRXFSELXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.77%

12.78%

-12.01%

Volatility (6M)

Calculated over the trailing 6-month period

1.42%

25.83%

-24.41%

Volatility (1Y)

Calculated over the trailing 1-year period

2.28%

41.39%

-39.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.74%

38.69%

-35.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.66%

34.78%

-32.12%