FJPNX vs. FSPTX
Compare and contrast key facts about Fidelity Japan Fund (FJPNX) and Fidelity Select Technology Portfolio (FSPTX).
FJPNX is managed by Fidelity. It was launched on Sep 15, 1992. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJPNX or FSPTX.
Key characteristics
| FJPNX | FSPTX | |
|---|---|---|
| YTD Return | 13.38% | 30.38% |
| 1Y Return | 28.07% | 47.56% |
| 3Y Return (Ann) | -0.06% | 10.65% |
| 5Y Return (Ann) | 7.09% | 24.74% |
| 10Y Return (Ann) | 7.51% | 21.41% |
| Sharpe Ratio | 1.41 | 2.06 |
| Sortino Ratio | 1.94 | 2.66 |
| Omega Ratio | 1.26 | 1.36 |
| Calmar Ratio | 0.95 | 2.71 |
| Martin Ratio | 8.84 | 9.99 |
| Ulcer Index | 3.06% | 4.72% |
| Daily Std Dev | 19.12% | 22.86% |
| Max Drawdown | -61.98% | -84.32% |
| Current Drawdown | -5.91% | -0.93% |
Correlation
The correlation between FJPNX and FSPTX is 0.40, 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
FJPNX vs. FSPTX - Performance Comparison
In the year-to-date period, FJPNX achieves a 13.38% return, which is significantly lower than FSPTX's 30.38% return. Over the past 10 years, FJPNX has underperformed FSPTX with an annualized return of 7.51%, while FSPTX has yielded a comparatively higher 21.41% 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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FJPNX vs. FSPTX - Expense Ratio Comparison
FJPNX has a 1.09% expense ratio, which is higher than FSPTX's 0.67% expense ratio.
Risk-Adjusted Performance
FJPNX vs. FSPTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Japan Fund (FJPNX) and Fidelity Select Technology Portfolio (FSPTX). 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
FJPNX vs. FSPTX - Dividend Comparison
FJPNX's dividend yield for the trailing twelve months is around 3.27%, while FSPTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJPNX Fidelity Japan Fund | 3.27% | 3.71% | 0.00% | 11.58% | 1.79% | 1.18% | 0.38% | 0.92% | 1.22% | 1.22% | 0.80% | 1.82% |
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.28% | 17.85% | 8.07% |
Drawdowns
FJPNX vs. FSPTX - Drawdown Comparison
The maximum FJPNX drawdown since its inception was -61.98%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for FJPNX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
FJPNX vs. FSPTX - Volatility Comparison
Fidelity Japan Fund (FJPNX) has a higher volatility of 6.72% compared to Fidelity Select Technology Portfolio (FSPTX) at 4.98%. This indicates that FJPNX's price experiences larger fluctuations and is considered to be riskier than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.