FIUIX vs. FSUTX
Compare and contrast key facts about Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity Select Utilities Portfolio (FSUTX).
FIUIX is managed by Fidelity. It was launched on Nov 27, 1987. FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIUIX or FSUTX.
Key characteristics
| FIUIX | FSUTX | |
|---|---|---|
| YTD Return | 28.89% | 26.95% |
| 1Y Return | 35.04% | 28.25% |
| 3Y Return (Ann) | 13.55% | 13.43% |
| 5Y Return (Ann) | 9.28% | 9.83% |
| 10Y Return (Ann) | 9.19% | 10.55% |
| Sharpe Ratio | 2.31 | 1.65 |
| Daily Std Dev | 15.09% | 17.10% |
| Max Drawdown | -64.42% | -65.05% |
| Current Drawdown | -0.47% | -0.03% |
Correlation
The correlation between FIUIX and FSUTX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FIUIX vs. FSUTX - Performance Comparison
In the year-to-date period, FIUIX achieves a 28.89% return, which is significantly higher than FSUTX's 26.95% return. Over the past 10 years, FIUIX has underperformed FSUTX with an annualized return of 9.19%, while FSUTX has yielded a comparatively higher 10.55% 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. FSUTX - Expense Ratio Comparison
FIUIX has a 0.60% expense ratio, which is lower than FSUTX's 0.74% expense ratio.
Risk-Adjusted Performance
FIUIX vs. FSUTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity Select Utilities Portfolio (FSUTX). 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. FSUTX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 5.56%, more than FSUTX's 4.68% 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% |
FSUTX Fidelity Select Utilities Portfolio | 4.68% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.53% | 5.61% | 2.51% | 6.97% | 9.07% | 4.14% |
Drawdowns
FIUIX vs. FSUTX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -64.42%, roughly equal to the maximum FSUTX drawdown of -65.05%. Use the drawdown chart below to compare losses from any high point for FIUIX and FSUTX. For additional features, visit the drawdowns tool.
Volatility
FIUIX vs. FSUTX - Volatility Comparison
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 2.63%, while Fidelity Select Utilities Portfolio (FSUTX) has a volatility of 3.09%. This indicates that FIUIX experiences smaller price fluctuations and is considered to be less risky than FSUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.