FLC vs. FSVLX
Compare and contrast key facts about Flaherty & Crumrine Total Return Fund Inc (FLC) and Fidelity Select Fintech Portfolio (FSVLX).
FLC is an actively managed fund by Flaherty & Crumrine. It was launched on Aug 29, 2003. FSVLX is managed by Fidelity. It was launched on Dec 16, 1985.
Performance
FLC vs. FSVLX - Performance Comparison
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FLC vs. FSVLX - 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% |
FSVLX Fidelity Select Fintech Portfolio | -26.09% | 0.26% | 22.04% | 24.55% | -29.75% | 22.31% | 2.25% | 34.18% | -10.51% | 23.13% |
Returns By Period
In the year-to-date period, FLC achieves a -3.43% return, which is significantly higher than FSVLX's -26.09% return. Over the past 10 years, FLC has underperformed FSVLX with an annualized return of 5.33%, while FSVLX has yielded a comparatively higher 5.68% 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%
FSVLX
- 1D
- 0.98%
- 1M
- -8.94%
- YTD
- -26.09%
- 6M
- -26.40%
- 1Y
- -22.13%
- 3Y*
- 1.24%
- 5Y*
- -3.51%
- 10Y*
- 5.68%
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FLC vs. FSVLX - Expense Ratio Comparison
FLC has a 1.64% expense ratio, which is higher than FSVLX's 0.81% expense ratio.
Return for Risk
FLC vs. FSVLX — Risk / Return Rank
FLC
FSVLX
FLC vs. FSVLX - 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 Fintech Portfolio (FSVLX). 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 | FSVLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | -0.81 | +1.37 |
Sortino ratioReturn per unit of downside risk | 0.75 | -1.04 | +1.80 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.86 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | -0.75 | +1.45 |
Martin ratioReturn relative to average drawdown | 2.71 | -2.19 | +4.89 |
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 | FSVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | -0.81 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | -0.14 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.22 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.33 | -0.05 |
Correlation
The correlation between FLC and FSVLX is 0.30, 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. FSVLX - Dividend Comparison
FLC's dividend yield for the trailing twelve months is around 7.36%, while FSVLX has not paid dividends to shareholders.
| 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% |
FSVLX Fidelity Select Fintech Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.25% | 1.93% | 1.77% | 8.59% | 1.58% | 3.84% | 10.51% |
Drawdowns
FLC vs. FSVLX - Drawdown Comparison
The maximum FLC drawdown since its inception was -76.79%, smaller than the maximum FSVLX drawdown of -83.84%. Use the drawdown chart below to compare losses from any high point for FLC and FSVLX.
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Drawdown Indicators
| FLC | FSVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.79% | -83.84% | +7.05% |
Max Drawdown (1Y)Largest decline over 1 year | -8.69% | -30.77% | +22.08% |
Max Drawdown (5Y)Largest decline over 5 years | -40.14% | -42.62% | +2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -55.27% | -51.70% | -3.57% |
Current DrawdownCurrent decline from peak | -6.77% | -31.45% | +24.68% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -25.64% | +14.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 10.55% | -8.29% |
Volatility
FLC vs. FSVLX - Volatility Comparison
The current volatility for Flaherty & Crumrine Total Return Fund Inc (FLC) is 4.25%, while Fidelity Select Fintech Portfolio (FSVLX) has a volatility of 7.96%. This indicates that FLC experiences smaller price fluctuations and is considered to be less risky than FSVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLC | FSVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 7.96% | -3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 5.78% | 17.16% | -11.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.34% | 26.00% | -14.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.23% | 24.49% | -10.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.06% | 25.66% | -3.60% |