FPHAX vs. SHGTX
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Columbia Seligman Global Technology Fund (SHGTX).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. SHGTX is managed by Columbia Threadneedle. It was launched on May 22, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPHAX or SHGTX.
Performance
FPHAX vs. SHGTX - Performance Comparison
Returns By Period
In the year-to-date period, FPHAX achieves a 10.38% return, which is significantly lower than SHGTX's 20.89% return. Over the past 10 years, FPHAX has underperformed SHGTX with an annualized return of 3.06%, while SHGTX has yielded a comparatively higher 9.92% annualized return.
FPHAX
10.38%
-12.39%
-7.31%
15.38%
4.10%
3.06%
SHGTX
20.89%
1.66%
8.98%
24.01%
10.89%
9.92%
Key characteristics
| FPHAX | SHGTX | |
|---|---|---|
| Sharpe Ratio | 1.05 | 1.14 |
| Sortino Ratio | 1.53 | 1.60 |
| Omega Ratio | 1.19 | 1.21 |
| Calmar Ratio | 0.95 | 1.07 |
| Martin Ratio | 3.99 | 5.78 |
| Ulcer Index | 4.20% | 4.11% |
| Daily Std Dev | 15.93% | 20.78% |
| Max Drawdown | -37.34% | -82.03% |
| Current Drawdown | -17.64% | -2.50% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPHAX vs. SHGTX - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is lower than SHGTX's 1.29% expense ratio.
Correlation
The correlation between FPHAX and SHGTX is 0.59, 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. SHGTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Columbia Seligman Global Technology Fund (SHGTX). 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. SHGTX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 0.77%, while SHGTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 0.77% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% | 11.12% |
SHGTX Columbia Seligman Global Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FPHAX vs. SHGTX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -37.34%, smaller than the maximum SHGTX drawdown of -82.03%. Use the drawdown chart below to compare losses from any high point for FPHAX and SHGTX. For additional features, visit the drawdowns tool.
Volatility
FPHAX vs. SHGTX - Volatility Comparison
Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a higher volatility of 5.80% compared to Columbia Seligman Global Technology Fund (SHGTX) at 5.30%. This indicates that FPHAX's price experiences larger fluctuations and is considered to be riskier than SHGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.