FIUIX vs. FPHAX
FIUIX (Fidelity Telecom and Utilities Fund) and FPHAX (Fidelity Select Pharmaceuticals Portfolio) are both mutual funds - FIUIX is a Utilities Equities fund managed by Fidelity, while FPHAX is a Health & Biotech Equities fund managed by Fidelity. Over the past 10 years, FIUIX returned 8.52%/yr vs 11.56%/yr for FPHAX. Their 0.55 correlation means they have sometimes moved together and sometimes differently. FIUIX charges 0.68%/yr vs 0.67%/yr for FPHAX.
Performance
FIUIX vs. FPHAX - Performance Comparison
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Returns By Period
In the year-to-date period, FIUIX achieves a 2.07% return, which is significantly lower than FPHAX's 12.79% return. Over the past 10 years, FIUIX has underperformed FPHAX with an annualized return of 8.52%, while FPHAX has yielded a comparatively higher 11.56% annualized return.
FIUIX
- 1D
- 0.06%
- 1M
- -2.57%
- 6M
- 0.23%
- YTD
- 2.07%
- 1Y
- -4.20%
- 3Y*
- 13.56%
- 5Y*
- 9.54%
- 10Y*
- 8.52%
- ALL TIME*
- 9.02%
FPHAX
- 1D
- -1.65%
- 1M
- -4.52%
- 6M
- 10.36%
- YTD
- 12.79%
- 1Y
- 48.98%
- 3Y*
- 19.23%
- 5Y*
- 12.98%
- 10Y*
- 11.56%
- ALL TIME*
- 9.63%
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. FPHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 2.07% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 12.79% | 30.41% | 9.39% | 12.54% | 0.94% | 11.79% | 11.16% | 31.73% | 5.41% | 10.70% |
Correlation
The correlation between FIUIX and FPHAX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2001 | 0.55 |
Over the past year, the correlation between FIUIX and FPHAX has dropped to 0.24 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
FIUIX vs. FPHAX — Risk / Return Rank
FIUIX
FPHAX
FIUIX vs. FPHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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 | FPHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.59 | ||
| Sortino ratioReturn per unit of downside risk | -3.56 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.38 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | 4.53 | -4.84 |
| Martin ratioReturn relative to average drawdown | -0.69 | 13.77 | -14.46 |
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Drawdowns
FIUIX vs. FPHAX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -66.48%, which is greater than FPHAX's maximum drawdown of -38.26%. Use the drawdown chart below to compare losses from any high point for FIUIX and FPHAX.
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Drawdown Indicators
| FIUIX | FPHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.48% | -38.26% | -28.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -10.33% | -3.51% |
Max Drawdown (3Y)Largest decline over 3 years | -13.84% | -28.82% | +14.98% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -28.82% | +12.18% |
Max Drawdown (10Y)Largest decline over 10 years | -33.51% | -28.82% | -4.69% |
Current DrawdownCurrent decline from peak | -10.16% | -5.24% | -4.92% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -9.13% | -2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.20% | 3.41% | +2.79% |
Volatility
FIUIX vs. FPHAX - Volatility Comparison
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 4.06%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 6.43%. This indicates that FIUIX experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUIX | FPHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 6.43% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 15.25% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.76% | 20.24% | -4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 18.35% | -2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 17.93% | -0.74% |
FIUIX vs. FPHAX - Expense Ratio Comparison
FIUIX has a 0.68% expense ratio, which is higher than FPHAX's 0.67% expense ratio.
Dividends
FIUIX vs. FPHAX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 3.17%, less than FPHAX's 4.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.17% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 4.93% | 5.68% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.65% | 1.62% | 1.07% | 12.63% |
Frequently Asked Questions
FIUIX and FPHAX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FPHAX has higher volatility (6.43%) compared to FIUIX (4.06%). In terms of maximum drawdown, FIUIX dropped -66.48% vs FPHAX's -38.26%.
FPHAX currently has the higher Sharpe Ratio (2.32 vs -0.27), 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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