FIUIX vs. VFFVX
Compare and contrast key facts about Fidelity Telecom and Utilities Fund (FIUIX) and Vanguard Target Retirement 2055 Fund (VFFVX).
FIUIX is managed by Fidelity. It was launched on Nov 27, 1987. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Performance
FIUIX vs. VFFVX - Performance Comparison
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FIUIX vs. VFFVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 8.42% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
VFFVX Vanguard Target Retirement 2055 Fund | -1.45% | 21.44% | 14.50% | 20.39% | -17.48% | 16.44% | 16.33% | 24.98% | -7.88% | 21.39% |
Returns By Period
In the year-to-date period, FIUIX achieves a 8.42% return, which is significantly higher than VFFVX's -1.45% return. Over the past 10 years, FIUIX has underperformed VFFVX with an annualized return of 9.99%, while VFFVX has yielded a comparatively higher 10.78% annualized return.
FIUIX
- 1D
- 0.53%
- 1M
- -2.88%
- YTD
- 8.42%
- 6M
- -1.19%
- 1Y
- 6.94%
- 3Y*
- 15.71%
- 5Y*
- 11.07%
- 10Y*
- 9.99%
VFFVX
- 1D
- 2.63%
- 1M
- -5.56%
- YTD
- -1.45%
- 6M
- 1.16%
- 1Y
- 19.94%
- 3Y*
- 15.66%
- 5Y*
- 8.43%
- 10Y*
- 10.78%
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FIUIX vs. VFFVX - Expense Ratio Comparison
FIUIX has a 0.60% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Return for Risk
FIUIX vs. VFFVX — Risk / Return Rank
FIUIX
VFFVX
FIUIX vs. VFFVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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.
| FIUIX | VFFVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.36 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.96 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.29 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.93 | -1.32 |
Martin ratioReturn relative to average drawdown | 1.71 | 8.76 | -7.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIUIX | VFFVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.36 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.60 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.72 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.71 | -0.14 |
Correlation
The correlation between FIUIX and VFFVX is 0.61, 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.
Dividends
FIUIX vs. VFFVX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 3.26%, more than VFFVX's 2.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.26% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
VFFVX Vanguard Target Retirement 2055 Fund | 2.11% | 2.08% | 2.31% | 2.18% | 2.19% | 10.03% | 1.82% | 2.15% | 2.35% | 1.83% | 1.99% | 1.98% |
Drawdowns
FIUIX vs. VFFVX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -66.48%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FIUIX and VFFVX.
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Drawdown Indicators
| FIUIX | VFFVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.48% | -31.40% | -35.08% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -10.52% | -3.32% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -25.39% | +8.75% |
Max Drawdown (10Y)Largest decline over 10 years | -33.51% | -31.40% | -2.11% |
Current DrawdownCurrent decline from peak | -4.58% | -6.54% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -11.78% | -4.18% | -7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 2.32% | +2.65% |
Volatility
FIUIX vs. VFFVX - Volatility Comparison
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 5.00%, while Vanguard Target Retirement 2055 Fund (VFFVX) has a volatility of 5.60%. This indicates that FIUIX experiences smaller price fluctuations and is considered to be less risky than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUIX | VFFVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 5.60% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 8.97% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.37% | 15.01% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 14.12% | +1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 15.06% | +2.00% |