FPHAX vs. FIUIX
FPHAX (Fidelity Select Pharmaceuticals Portfolio) and FIUIX (Fidelity Telecom and Utilities Fund) are both mutual funds - FPHAX is a Health & Biotech Equities fund managed by Fidelity, while FIUIX is a Utilities Equities fund managed by Fidelity. Over the past 10 years, FPHAX returned 11.46%/yr vs 8.58%/yr for FIUIX. Their 0.55 correlation means they have sometimes moved together and sometimes differently. FPHAX charges 0.67%/yr vs 0.68%/yr for FIUIX.
Performance
FPHAX vs. FIUIX - Performance Comparison
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Returns By Period
In the year-to-date period, FPHAX achieves a 11.86% return, which is significantly higher than FIUIX's 1.77% return. Over the past 10 years, FPHAX has outperformed FIUIX with an annualized return of 11.46%, while FIUIX has yielded a comparatively lower 8.58% annualized return.
FPHAX
- 1D
- -0.82%
- 1M
- -5.31%
- 6M
- 8.15%
- YTD
- 11.86%
- 1Y
- 47.75%
- 3Y*
- 19.16%
- 5Y*
- 12.79%
- 10Y*
- 11.46%
- ALL TIME*
- 9.60%
FIUIX
- 1D
- -0.30%
- 1M
- -2.86%
- 6M
- 0.96%
- YTD
- 1.77%
- 1Y
- -4.48%
- 3Y*
- 13.90%
- 5Y*
- 9.48%
- 10Y*
- 8.58%
- ALL TIME*
- 9.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FPHAX vs. FIUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 11.86% | 30.41% | 9.39% | 12.54% | 0.94% | 11.79% | 11.16% | 31.73% | 5.41% | 10.70% |
FIUIX Fidelity Telecom and Utilities Fund | 1.77% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
Correlation
The correlation between FPHAX and FIUIX is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2001 | 0.55 |
Over the past year, the correlation between FPHAX and FIUIX has dropped to 0.25 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
FPHAX vs. FIUIX — Risk / Return Rank
FPHAX
FIUIX
FPHAX vs. FIUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Telecom and Utilities Fund (FIUIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FPHAX | FIUIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.79 | ||
| Sortino ratioReturn per unit of downside risk | +3.85 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 0.96 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 4.81 | -0.35 | +5.16 |
| Martin ratioReturn relative to average drawdown | 14.53 | -0.77 | +15.30 |
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Drawdowns
FPHAX vs. FIUIX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -38.26%, smaller than the maximum FIUIX drawdown of -66.48%. Use the drawdown chart below to compare losses from any high point for FPHAX and FIUIX.
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Drawdown Indicators
| FPHAX | FIUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.26% | -66.48% | +28.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.33% | -13.84% | +3.51% |
Max Drawdown (3Y)Largest decline over 3 years | -28.82% | -13.84% | -14.98% |
Max Drawdown (5Y)Largest decline over 5 years | -28.82% | -16.64% | -12.18% |
Max Drawdown (10Y)Largest decline over 10 years | -28.82% | -33.51% | +4.69% |
Current DrawdownCurrent decline from peak | -6.02% | -10.43% | +4.41% |
Average DrawdownAverage peak-to-trough decline | -9.13% | -11.73% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 6.23% | -2.82% |
Volatility
FPHAX vs. FIUIX - Volatility Comparison
Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a higher volatility of 6.44% compared to Fidelity Telecom and Utilities Fund (FIUIX) at 3.73%. This indicates that FPHAX's price experiences larger fluctuations and is considered to be riskier than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPHAX | FIUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 3.73% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 15.28% | 11.48% | +3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 15.74% | +4.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.35% | 15.96% | +2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 17.19% | +0.74% |
FPHAX vs. FIUIX - Expense Ratio Comparison
FPHAX has a 0.67% expense ratio, which is lower than FIUIX's 0.68% expense ratio.
Dividends
FPHAX vs. FIUIX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 4.97%, more than FIUIX's 3.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.18% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 4.97% | 5.68% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.65% | 1.62% | 1.07% | 12.63% |
Frequently Asked Questions
FPHAX and FIUIX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FPHAX has higher volatility (6.44%) compared to FIUIX (3.73%). In terms of maximum drawdown, FPHAX dropped -38.26% vs FIUIX's -66.48%.
FPHAX currently has the higher Sharpe Ratio (2.48 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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