PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
FIUIX vs. FSELX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FIUIX and FSELX is 0.46, 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.


-0.50.00.51.00.5

Performance

FIUIX vs. FSELX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity Select Semiconductors Portfolio (FSELX). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
9.00%
-0.20%
FIUIX
FSELX

Key characteristics

Sharpe Ratio

FIUIX:

2.43

FSELX:

0.65

Sortino Ratio

FIUIX:

3.22

FSELX:

1.07

Omega Ratio

FIUIX:

1.41

FSELX:

1.14

Calmar Ratio

FIUIX:

3.00

FSELX:

1.02

Martin Ratio

FIUIX:

9.74

FSELX:

2.60

Ulcer Index

FIUIX:

3.60%

FSELX:

9.53%

Daily Std Dev

FIUIX:

14.42%

FSELX:

38.29%

Max Drawdown

FIUIX:

-64.42%

FSELX:

-81.70%

Current Drawdown

FIUIX:

-4.96%

FSELX:

-8.85%

Returns By Period

In the year-to-date period, FIUIX achieves a 4.43% return, which is significantly higher than FSELX's 3.08% return. Over the past 10 years, FIUIX has underperformed FSELX with an annualized return of 6.13%, while FSELX has yielded a comparatively higher 16.80% annualized return.


FIUIX

YTD

4.43%

1M

2.72%

6M

9.00%

1Y

33.18%

5Y*

5.40%

10Y*

6.13%

FSELX

YTD

3.08%

1M

-2.18%

6M

-0.20%

1Y

24.19%

5Y*

21.29%

10Y*

16.80%

*Annualized

Compare stocks, funds, or ETFs

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


FIUIX vs. FSELX - Expense Ratio Comparison

FIUIX has a 0.60% expense ratio, which is lower than FSELX's 0.68% expense ratio.


FSELX
Fidelity Select Semiconductors Portfolio
Expense ratio chart for FSELX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%
Expense ratio chart for FIUIX: current value at 0.60% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.60%

Risk-Adjusted Performance

FIUIX vs. FSELX — Risk-Adjusted Performance Rank

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

FIUIX
The Risk-Adjusted Performance Rank of FIUIX is 8888
Overall Rank
The Sharpe Ratio Rank of FIUIX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of FIUIX is 8989
Sortino Ratio Rank
The Omega Ratio Rank of FIUIX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of FIUIX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FIUIX is 8585
Martin Ratio Rank

FSELX
The Risk-Adjusted Performance Rank of FSELX is 3535
Overall Rank
The Sharpe Ratio Rank of FSELX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of FSELX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of FSELX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of FSELX is 6161
Calmar Ratio Rank
The Martin Ratio Rank of FSELX is 3434
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FIUIX vs. FSELX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) 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.


Sharpe ratio
The chart of Sharpe ratio for FIUIX, currently valued at 2.43, compared to the broader market-1.000.001.002.003.004.002.430.65
The chart of Sortino ratio for FIUIX, currently valued at 3.22, compared to the broader market0.002.004.006.008.0010.0012.003.221.07
The chart of Omega ratio for FIUIX, currently valued at 1.41, compared to the broader market1.002.003.004.001.411.14
The chart of Calmar ratio for FIUIX, currently valued at 3.00, compared to the broader market0.005.0010.0015.0020.003.001.02
The chart of Martin ratio for FIUIX, currently valued at 9.74, compared to the broader market0.0020.0040.0060.0080.009.742.60
FIUIX
FSELX

The current FIUIX Sharpe Ratio is 2.43, which is higher than the FSELX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of FIUIX 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
2.43
0.65
FIUIX
FSELX

Dividends

FIUIX vs. FSELX - Dividend Comparison

FIUIX's dividend yield for the trailing twelve months is around 2.00%, while FSELX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FIUIX
Fidelity Telecom and Utilities Fund
2.00%2.09%2.23%1.92%2.29%2.27%2.70%2.48%2.10%2.72%4.74%3.22%
FSELX
Fidelity Select Semiconductors Portfolio
0.00%0.00%0.10%0.18%0.04%0.51%0.76%0.76%1.04%0.71%16.31%3.48%

Drawdowns

FIUIX vs. FSELX - Drawdown Comparison

The maximum FIUIX drawdown since its inception was -64.42%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FIUIX and FSELX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.96%
-8.85%
FIUIX
FSELX

Volatility

FIUIX vs. FSELX - Volatility Comparison

The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 4.38%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 14.77%. This indicates that FIUIX 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.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
4.38%
14.77%
FIUIX
FSELX
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab