FIUIX vs. FKUQX
FIUIX (Fidelity Telecom and Utilities Fund) and FKUQX (Franklin Utilities Fund Class A) are both Utilities Equities funds. Over the past 5 years, FIUIX returned 9.48%/yr vs 10.53%/yr for FKUQX. Their correlation of 0.90 means they have usually moved in the same direction. FIUIX charges 0.68%/yr vs 0.81%/yr for FKUQX.
Performance
FIUIX vs. FKUQX - Performance Comparison
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Returns By Period
In the year-to-date period, FIUIX achieves a 1.77% return, which is significantly lower than FKUQX's 6.79% return.
FIUIX
- 1D
- -0.30%
- 1M
- -2.86%
- 6M
- 0.96%
- YTD
- 1.77%
- 1Y
- -4.48%
- 3Y*
- 13.90%
- 5Y*
- 9.48%
- 10Y*
- 8.58%
- ALL TIME*
- 9.01%
FKUQX
- 1D
- -0.63%
- 1M
- -3.44%
- 6M
- 5.47%
- YTD
- 6.79%
- 1Y
- 8.86%
- 3Y*
- 14.86%
- 5Y*
- 10.53%
- 10Y*
- —
- ALL TIME*
- 10.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FIUIX vs. FKUQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 1.77% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | -5.30% |
FKUQX Franklin Utilities Fund Class A | 6.79% | 14.51% | 27.00% | -5.00% | 1.57% | 17.88% | -2.21% | 29.45% | -5.13% |
Correlation
The correlation between FIUIX and FKUQX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2018 | 0.90 |
The correlation between FIUIX and FKUQX has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.
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Return for Risk
FIUIX vs. FKUQX — Risk / Return Rank
FIUIX
FKUQX
FIUIX vs. FKUQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and Franklin Utilities Fund Class A (FKUQX). 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.
| FIUIX | FKUQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.23 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.11 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 1.11 | -1.46 |
| Martin ratioReturn relative to average drawdown | -0.77 | 2.55 | -3.32 |
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Drawdowns
FIUIX vs. FKUQX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -66.48%, which is greater than FKUQX's maximum drawdown of -36.53%. Use the drawdown chart below to compare losses from any high point for FIUIX and FKUQX.
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Drawdown Indicators
| FIUIX | FKUQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.48% | -36.53% | -29.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -8.10% | -5.74% |
Max Drawdown (3Y)Largest decline over 3 years | -13.84% | -12.28% | -1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -22.64% | +6.00% |
Max Drawdown (10Y)Largest decline over 10 years | -33.51% | — | — |
Current DrawdownCurrent decline from peak | -10.43% | -5.60% | -4.83% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -6.45% | -5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.23% | 3.52% | +2.71% |
Volatility
FIUIX vs. FKUQX - Volatility Comparison
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 3.73%, while Franklin Utilities Fund Class A (FKUQX) has a volatility of 4.56%. This indicates that FIUIX experiences smaller price fluctuations and is considered to be less risky than FKUQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUIX | FKUQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 4.56% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 11.75% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 14.47% | +1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 16.93% | -0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 20.43% | -3.24% |
FIUIX vs. FKUQX - Expense Ratio Comparison
FIUIX has a 0.68% expense ratio, which is lower than FKUQX's 0.81% expense ratio.
Dividends
FIUIX vs. FKUQX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 3.18%, less than FKUQX's 7.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.18% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
FKUQX Franklin Utilities Fund Class A | 7.65% | 7.63% | 8.56% | 6.36% | 3.63% | 4.87% | 9.48% | 5.94% | 3.82% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FIUIX and FKUQX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FKUQX has higher volatility (4.56%) compared to FIUIX (3.73%). In terms of maximum drawdown, FIUIX dropped -66.48% vs FKUQX's -36.53%.
FKUQX currently has the higher Sharpe Ratio (0.62 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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