FLC vs. FSLBX
Compare and contrast key facts about Flaherty & Crumrine Total Return Fund Inc (FLC) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX).
FLC is an actively managed fund by Flaherty & Crumrine. It was launched on Aug 29, 2003. FSLBX is managed by Fidelity. It was launched on Jul 29, 1985.
Performance
FLC vs. FSLBX - Performance Comparison
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FLC vs. FSLBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLC Flaherty & Crumrine Total Return Fund Inc | -3.43% | 12.38% | 23.05% | -0.83% | -25.11% | 2.82% | 14.12% | 38.65% | -14.14% | 17.00% |
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | -18.16% | 5.78% | 35.74% | 27.77% | -17.54% | 40.61% | 22.66% | 31.60% | -15.37% | 27.74% |
Returns By Period
In the year-to-date period, FLC achieves a -3.43% return, which is significantly higher than FSLBX's -18.16% return. Over the past 10 years, FLC has underperformed FSLBX with an annualized return of 5.33%, while FSLBX has yielded a comparatively higher 13.24% annualized return.
FLC
- 1D
- 1.59%
- 1M
- -5.90%
- YTD
- -3.43%
- 6M
- -3.32%
- 1Y
- 6.24%
- 3Y*
- 11.79%
- 5Y*
- -0.62%
- 10Y*
- 5.33%
FSLBX
- 1D
- 1.40%
- 1M
- -5.61%
- YTD
- -18.16%
- 6M
- -20.14%
- 1Y
- -6.85%
- 3Y*
- 14.06%
- 5Y*
- 9.43%
- 10Y*
- 13.24%
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FLC vs. FSLBX - Expense Ratio Comparison
FLC has a 1.64% expense ratio, which is higher than FSLBX's 0.75% expense ratio.
Return for Risk
FLC vs. FSLBX — Risk / Return Rank
FLC
FSLBX
FLC vs. FSLBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Flaherty & Crumrine Total Return Fund Inc (FLC) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX). 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.
| FLC | FSLBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | -0.24 | +0.80 |
Sortino ratioReturn per unit of downside risk | 0.75 | -0.16 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.98 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | -0.35 | +1.05 |
Martin ratioReturn relative to average drawdown | 2.71 | -0.93 | +3.64 |
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
| FLC | FSLBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | -0.24 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.42 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.56 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.44 | -0.17 |
Correlation
The correlation between FLC and FSLBX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FLC vs. FSLBX - Dividend Comparison
FLC's dividend yield for the trailing twelve months is around 7.36%, more than FSLBX's 0.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLC Flaherty & Crumrine Total Return Fund Inc | 7.36% | 6.81% | 6.62% | 7.38% | 8.95% | 6.86% | 6.27% | 6.31% | 8.34% | 7.22% | 8.20% | 8.51% |
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.82% | 0.67% | 0.69% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 8.94% | 5.46% | 1.25% | 6.37% |
Drawdowns
FLC vs. FSLBX - Drawdown Comparison
The maximum FLC drawdown since its inception was -76.79%, which is greater than FSLBX's maximum drawdown of -68.20%. Use the drawdown chart below to compare losses from any high point for FLC and FSLBX.
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Drawdown Indicators
| FLC | FSLBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.79% | -68.20% | -8.59% |
Max Drawdown (1Y)Largest decline over 1 year | -8.69% | -24.67% | +15.98% |
Max Drawdown (5Y)Largest decline over 5 years | -40.14% | -30.87% | -9.27% |
Max Drawdown (10Y)Largest decline over 10 years | -55.27% | -40.56% | -14.71% |
Current DrawdownCurrent decline from peak | -6.77% | -23.61% | +16.84% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -14.86% | +3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 9.25% | -6.99% |
Volatility
FLC vs. FSLBX - Volatility Comparison
The current volatility for Flaherty & Crumrine Total Return Fund Inc (FLC) is 4.25%, while Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a volatility of 6.18%. This indicates that FLC experiences smaller price fluctuations and is considered to be less risky than FSLBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLC | FSLBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 6.18% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 5.78% | 17.15% | -11.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.34% | 27.03% | -15.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.23% | 22.76% | -8.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.06% | 23.67% | -1.61% |