FPHAX vs. FSPTX
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Select Technology Portfolio (FSPTX).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPHAX or FSPTX.
Performance
FPHAX vs. FSPTX - Performance Comparison
Returns By Period
In the year-to-date period, FPHAX achieves a 11.82% return, which is significantly lower than FSPTX's 32.83% return. Over the past 10 years, FPHAX has underperformed FSPTX with an annualized return of 3.15%, while FSPTX has yielded a comparatively higher 13.39% annualized return.
FPHAX
11.82%
-10.04%
-8.25%
16.74%
4.18%
3.15%
FSPTX
32.83%
0.99%
13.79%
40.52%
14.84%
13.39%
Key characteristics
| FPHAX | FSPTX | |
|---|---|---|
| Sharpe Ratio | 1.00 | 1.70 |
| Sortino Ratio | 1.46 | 2.25 |
| Omega Ratio | 1.18 | 1.30 |
| Calmar Ratio | 0.86 | 2.44 |
| Martin Ratio | 3.44 | 8.30 |
| Ulcer Index | 4.62% | 4.72% |
| Daily Std Dev | 16.00% | 23.03% |
| Max Drawdown | -37.34% | -84.32% |
| Current Drawdown | -16.56% | -1.74% |
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FPHAX vs. FSPTX - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is higher than FSPTX's 0.67% expense ratio.
Correlation
The correlation between FPHAX and FSPTX is 0.58, 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.
Risk-Adjusted Performance
FPHAX vs. FSPTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Select Technology Portfolio (FSPTX). 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.
Dividends
FPHAX vs. FSPTX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 0.76%, while FSPTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 0.76% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% | 11.12% |
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 0.00% | 0.00% | 0.09% | 0.25% | 0.14% | 0.00% | 0.05% | 4.28% | 17.85% | 8.07% |
Drawdowns
FPHAX vs. FSPTX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -37.34%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for FPHAX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
FPHAX vs. FSPTX - Volatility Comparison
The current volatility for Fidelity Select Pharmaceuticals Portfolio (FPHAX) is 6.27%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 6.61%. This indicates that FPHAX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.