FOCPX vs. FSCPX
Compare and contrast key facts about Fidelity OTC Portfolio (FOCPX) and Fidelity Select Consumer Discretionary Portfolio (FSCPX).
FOCPX is managed by Fidelity. It was launched on Dec 31, 1984. FSCPX is managed by Fidelity. It was launched on Jun 28, 1990.
Performance
FOCPX vs. FSCPX - Performance Comparison
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FOCPX vs. FSCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | -7.78% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
FSCPX Fidelity Select Consumer Discretionary Portfolio | -11.31% | 7.88% | 24.56% | 41.81% | -34.88% | 19.23% | 35.68% | 27.06% | -1.03% | 21.70% |
Returns By Period
In the year-to-date period, FOCPX achieves a -7.78% return, which is significantly higher than FSCPX's -11.31% return. Over the past 10 years, FOCPX has outperformed FSCPX with an annualized return of 19.21%, while FSCPX has yielded a comparatively lower 10.93% annualized return.
FOCPX
- 1D
- -1.28%
- 1M
- -8.65%
- YTD
- -7.78%
- 6M
- -2.82%
- 1Y
- 26.95%
- 3Y*
- 24.73%
- 5Y*
- 12.88%
- 10Y*
- 19.21%
FSCPX
- 1D
- -0.03%
- 1M
- -9.97%
- YTD
- -11.31%
- 6M
- -9.98%
- 1Y
- 11.11%
- 3Y*
- 13.49%
- 5Y*
- 4.30%
- 10Y*
- 10.93%
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FOCPX vs. FSCPX - Expense Ratio Comparison
FOCPX has a 0.80% expense ratio, which is higher than FSCPX's 0.76% expense ratio.
Return for Risk
FOCPX vs. FSCPX — Risk / Return Rank
FOCPX
FSCPX
FOCPX vs. FSCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) and Fidelity Select Consumer Discretionary Portfolio (FSCPX). 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.
| FOCPX | FSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.45 | +0.75 |
Sortino ratioReturn per unit of downside risk | 1.76 | 0.85 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.11 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 0.47 | +1.41 |
Martin ratioReturn relative to average drawdown | 7.78 | 1.63 | +6.15 |
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
| FOCPX | FSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.45 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.18 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.49 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.53 | +0.10 |
Correlation
The correlation between FOCPX and FSCPX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FOCPX vs. FSCPX - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 8.43%, more than FSCPX's 6.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 8.43% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
FSCPX Fidelity Select Consumer Discretionary Portfolio | 6.52% | 5.78% | 7.41% | 2.17% | 13.79% | 9.08% | 1.16% | 2.22% | 3.32% | 3.72% | 0.90% | 3.81% |
Drawdowns
FOCPX vs. FSCPX - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -70.25%, which is greater than FSCPX's maximum drawdown of -57.76%. Use the drawdown chart below to compare losses from any high point for FOCPX and FSCPX.
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Drawdown Indicators
| FOCPX | FSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -57.76% | -12.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -15.99% | +3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -37.05% | -39.23% | +2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -39.23% | +2.18% |
Current DrawdownCurrent decline from peak | -11.29% | -15.99% | +4.70% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -8.56% | -8.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 4.62% | -1.60% |
Volatility
FOCPX vs. FSCPX - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) and Fidelity Select Consumer Discretionary Portfolio (FSCPX) have volatilities of 6.63% and 6.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOCPX | FSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 6.45% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 13.51% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 24.70% | -2.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.52% | 24.67% | -2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.32% | 22.59% | -0.27% |