FIUIX vs. FPHAX
Compare and contrast key facts about Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
FIUIX is managed by Fidelity. It was launched on Nov 27, 1987. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIUIX or FPHAX.
Key characteristics
| FIUIX | FPHAX | |
|---|---|---|
| YTD Return | 28.89% | 29.46% |
| 1Y Return | 35.04% | 34.19% |
| 3Y Return (Ann) | 13.55% | 15.27% |
| 5Y Return (Ann) | 9.28% | 16.30% |
| 10Y Return (Ann) | 9.19% | 10.26% |
| Sharpe Ratio | 2.31 | 2.04 |
| Daily Std Dev | 15.09% | 16.06% |
| Max Drawdown | -64.42% | -37.34% |
| Current Drawdown | -0.47% | -4.02% |
Correlation
The correlation between FIUIX and FPHAX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIUIX vs. FPHAX - Performance Comparison
The year-to-date returns for both investments are quite close, with FIUIX having a 28.89% return and FPHAX slightly higher at 29.46%. Over the past 10 years, FIUIX has underperformed FPHAX with an annualized return of 9.19%, while FPHAX has yielded a comparatively higher 10.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIUIX vs. FPHAX - Expense Ratio Comparison
FIUIX has a 0.60% expense ratio, which is lower than FPHAX's 0.75% expense ratio.
Risk-Adjusted Performance
FIUIX vs. FPHAX - Risk-Adjusted Performance 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.
Dividends
FIUIX vs. FPHAX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 5.56%, more than FPHAX's 3.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 5.56% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 4.74% | 3.22% | 1.91% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 3.63% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.97% | 1.62% | 1.07% | 12.80% | 10.72% | 11.12% |
Drawdowns
FIUIX vs. FPHAX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -64.42%, which is greater than FPHAX's maximum drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for FIUIX and FPHAX. For additional features, visit the drawdowns tool.
Volatility
FIUIX vs. FPHAX - Volatility Comparison
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 2.63%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 3.81%. 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.