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FSAGX vs. FSELX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSAGX and FSELX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.1

Performance

FSAGX vs. FSELX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Gold Portfolio (FSAGX) and Fidelity Select Semiconductors Portfolio (FSELX). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
4.16%
-5.49%
FSAGX
FSELX

Key characteristics

Sharpe Ratio

FSAGX:

0.48

FSELX:

0.89

Sortino Ratio

FSAGX:

0.83

FSELX:

1.38

Omega Ratio

FSAGX:

1.10

FSELX:

1.17

Calmar Ratio

FSAGX:

0.21

FSELX:

1.34

Martin Ratio

FSAGX:

1.68

FSELX:

3.72

Ulcer Index

FSAGX:

7.97%

FSELX:

8.75%

Daily Std Dev

FSAGX:

28.14%

FSELX:

36.47%

Max Drawdown

FSAGX:

-77.21%

FSELX:

-81.70%

Current Drawdown

FSAGX:

-49.89%

FSELX:

-9.51%

Returns By Period

In the year-to-date period, FSAGX achieves a 14.42% return, which is significantly lower than FSELX's 41.24% return. Over the past 10 years, FSAGX has underperformed FSELX with an annualized return of 5.80%, while FSELX has yielded a comparatively higher 17.21% annualized return.


FSAGX

YTD

14.42%

1M

-7.19%

6M

4.16%

1Y

15.68%

5Y*

4.09%

10Y*

5.80%

FSELX

YTD

41.24%

1M

-0.03%

6M

-5.49%

1Y

36.69%

5Y*

22.57%

10Y*

17.21%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSAGX vs. FSELX - Expense Ratio Comparison

FSAGX has a 0.76% expense ratio, which is higher than FSELX's 0.68% expense ratio.


FSAGX
Fidelity Select Gold Portfolio
Expense ratio chart for FSAGX: current value at 0.76% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.76%
Expense ratio chart for FSELX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%

Risk-Adjusted Performance

FSAGX vs. FSELX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.


Sharpe ratio
The chart of Sharpe ratio for FSAGX, currently valued at 0.48, compared to the broader market-1.000.001.002.003.004.000.480.89
The chart of Sortino ratio for FSAGX, currently valued at 0.83, compared to the broader market-2.000.002.004.006.008.0010.000.831.38
The chart of Omega ratio for FSAGX, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.003.501.101.17
The chart of Calmar ratio for FSAGX, currently valued at 0.21, compared to the broader market0.002.004.006.008.0010.0012.0014.000.211.34
The chart of Martin ratio for FSAGX, currently valued at 1.68, compared to the broader market0.0020.0040.0060.001.683.72
FSAGX
FSELX

The current FSAGX Sharpe Ratio is 0.48, which is lower than the FSELX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of FSAGX and FSELX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.48
0.89
FSAGX
FSELX

Dividends

FSAGX vs. FSELX - Dividend Comparison

FSAGX's dividend yield for the trailing twelve months is around 0.17%, more than FSELX's 0.07% yield.


TTM20232022202120202019201820172016201520142013
FSAGX
Fidelity Select Gold Portfolio
0.17%0.99%0.36%1.59%4.40%0.26%0.00%0.00%0.00%0.00%0.00%0.00%
FSELX
Fidelity Select Semiconductors Portfolio
0.07%0.10%0.18%0.04%0.51%0.76%0.76%1.04%0.71%16.31%3.48%0.61%

Drawdowns

FSAGX vs. FSELX - Drawdown Comparison

The maximum FSAGX drawdown since its inception was -77.21%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FSAGX and FSELX. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-49.89%
-9.51%
FSAGX
FSELX

Volatility

FSAGX vs. FSELX - Volatility Comparison

Fidelity Select Gold Portfolio (FSAGX) and Fidelity Select Semiconductors Portfolio (FSELX) have volatilities of 8.24% and 8.09%, 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.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%JulyAugustSeptemberOctoberNovemberDecember
8.24%
8.09%
FSAGX
FSELX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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