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FIUIX vs. FSUTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FIUIX and FSUTX is 0.65, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

FIUIX vs. FSUTX - Performance Comparison

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

2,000.00%2,500.00%3,000.00%3,500.00%NovemberDecember2025FebruaryMarchApril
1,812.83%
3,274.64%
FIUIX
FSUTX

Key characteristics

Sharpe Ratio

FIUIX:

1.40

FSUTX:

1.03

Sortino Ratio

FIUIX:

1.85

FSUTX:

1.42

Omega Ratio

FIUIX:

1.25

FSUTX:

1.19

Calmar Ratio

FIUIX:

1.91

FSUTX:

1.29

Martin Ratio

FIUIX:

5.04

FSUTX:

3.45

Ulcer Index

FIUIX:

4.42%

FSUTX:

5.48%

Daily Std Dev

FIUIX:

15.98%

FSUTX:

18.38%

Max Drawdown

FIUIX:

-64.42%

FSUTX:

-65.05%

Current Drawdown

FIUIX:

-6.79%

FSUTX:

-9.06%

Returns By Period

In the year-to-date period, FIUIX achieves a 2.42% return, which is significantly higher than FSUTX's 0.07% return. Over the past 10 years, FIUIX has underperformed FSUTX with an annualized return of 5.84%, while FSUTX has yielded a comparatively higher 7.78% annualized return.


FIUIX

YTD

2.42%

1M

-2.13%

6M

-2.19%

1Y

21.83%

5Y*

8.95%

10Y*

5.84%

FSUTX

YTD

0.07%

1M

-1.44%

6M

-3.70%

1Y

18.77%

5Y*

10.14%

10Y*

7.78%

*Annualized

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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.


Expense ratio chart for FSUTX: current value is 0.74%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FSUTX: 0.74%
Expense ratio chart for FIUIX: current value is 0.60%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FIUIX: 0.60%

Risk-Adjusted Performance

FIUIX vs. FSUTX — 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 8686
Overall Rank
The Sharpe Ratio Rank of FIUIX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of FIUIX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of FIUIX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of FIUIX is 9393
Calmar Ratio Rank
The Martin Ratio Rank of FIUIX is 8585
Martin Ratio Rank

FSUTX
The Risk-Adjusted Performance Rank of FSUTX is 7979
Overall Rank
The Sharpe Ratio Rank of FSUTX is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of FSUTX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of FSUTX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of FSUTX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of FSUTX is 7676
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. 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.


The chart of Sharpe ratio for FIUIX, currently valued at 1.40, compared to the broader market-1.000.001.002.003.00
FIUIX: 1.40
FSUTX: 1.03
The chart of Sortino ratio for FIUIX, currently valued at 1.85, compared to the broader market-2.000.002.004.006.008.00
FIUIX: 1.85
FSUTX: 1.42
The chart of Omega ratio for FIUIX, currently valued at 1.25, compared to the broader market0.501.001.502.002.503.00
FIUIX: 1.25
FSUTX: 1.19
The chart of Calmar ratio for FIUIX, currently valued at 1.91, compared to the broader market0.002.004.006.008.0010.00
FIUIX: 1.91
FSUTX: 1.29
The chart of Martin ratio for FIUIX, currently valued at 5.04, compared to the broader market0.0010.0020.0030.0040.00
FIUIX: 5.04
FSUTX: 3.45

The current FIUIX Sharpe Ratio is 1.40, which is higher than the FSUTX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of FIUIX and FSUTX, 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 Ratio0.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
1.40
1.03
FIUIX
FSUTX

Dividends

FIUIX vs. FSUTX - Dividend Comparison

FIUIX's dividend yield for the trailing twelve months is around 2.16%, which matches FSUTX's 2.15% yield.


TTM20242023202220212020201920182017201620152014
FIUIX
Fidelity Telecom and Utilities Fund
2.16%2.09%2.23%1.92%2.29%2.27%2.70%2.48%2.10%2.72%4.74%3.22%
FSUTX
Fidelity Select Utilities Portfolio
2.15%2.01%2.11%1.66%1.63%2.31%2.01%1.71%1.62%2.48%6.97%9.07%

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.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-6.79%
-9.06%
FIUIX
FSUTX

Volatility

FIUIX vs. FSUTX - Volatility Comparison

The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 8.28%, while Fidelity Select Utilities Portfolio (FSUTX) has a volatility of 9.06%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%NovemberDecember2025FebruaryMarchApril
8.28%
9.06%
FIUIX
FSUTX