FOCPX vs. FSHOX
Compare and contrast key facts about Fidelity OTC Portfolio (FOCPX) and Fidelity Select Construction & Housing Portfolio (FSHOX).
FOCPX is managed by Fidelity. It was launched on Dec 31, 1984. FSHOX is managed by Fidelity. It was launched on Sep 28, 1986.
Performance
FOCPX vs. FSHOX - Performance Comparison
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FOCPX vs. FSHOX - 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% |
FSHOX Fidelity Select Construction & Housing Portfolio | -3.21% | 5.24% | 15.28% | 30.85% | -22.76% | 57.51% | 25.95% | 41.15% | -15.87% | 26.25% |
Returns By Period
In the year-to-date period, FOCPX achieves a -7.78% return, which is significantly lower than FSHOX's -3.21% return. Over the past 10 years, FOCPX has outperformed FSHOX with an annualized return of 19.21%, while FSHOX has yielded a comparatively lower 13.80% 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%
FSHOX
- 1D
- -0.98%
- 1M
- -13.82%
- YTD
- -3.21%
- 6M
- -7.81%
- 1Y
- 8.36%
- 3Y*
- 13.51%
- 5Y*
- 9.42%
- 10Y*
- 13.80%
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FOCPX vs. FSHOX - Expense Ratio Comparison
FOCPX has a 0.80% expense ratio, which is higher than FSHOX's 0.76% expense ratio.
Return for Risk
FOCPX vs. FSHOX — Risk / Return Rank
FOCPX
FSHOX
FOCPX vs. FSHOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) and Fidelity Select Construction & Housing Portfolio (FSHOX). 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 | FSHOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.44 | +0.76 |
Sortino ratioReturn per unit of downside risk | 1.76 | 0.81 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.09 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 0.44 | +1.44 |
Martin ratioReturn relative to average drawdown | 7.78 | 1.38 | +6.41 |
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 | FSHOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.44 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.44 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.62 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.56 | +0.07 |
Correlation
The correlation between FOCPX and FSHOX is 0.65, 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
FOCPX vs. FSHOX - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 8.43%, more than FSHOX's 4.04% 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% |
FSHOX Fidelity Select Construction & Housing Portfolio | 4.04% | 3.91% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.47% | 13.62% | 3.61% | 3.26% |
Drawdowns
FOCPX vs. FSHOX - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -70.25%, which is greater than FSHOX's maximum drawdown of -61.68%. Use the drawdown chart below to compare losses from any high point for FOCPX and FSHOX.
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Drawdown Indicators
| FOCPX | FSHOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -61.68% | -8.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -16.54% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -37.05% | -33.23% | -3.82% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -43.67% | +6.62% |
Current DrawdownCurrent decline from peak | -11.29% | -16.54% | +5.25% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -9.85% | -7.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 5.31% | -2.29% |
Volatility
FOCPX vs. FSHOX - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) and Fidelity Select Construction & Housing Portfolio (FSHOX) have volatilities of 6.63% and 6.83%, 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 | FSHOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 6.83% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 13.61% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 21.59% | +1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.52% | 21.41% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.32% | 22.30% | +0.02% |