FSAGX vs. FSELX
Compare and contrast key facts about Fidelity Select Gold Portfolio (FSAGX) and Fidelity Select Semiconductors Portfolio (FSELX).
FSAGX is managed by Fidelity. It was launched on Dec 15, 1985. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSAGX or FSELX.
Key characteristics
| FSAGX | FSELX | |
|---|---|---|
| YTD Return | 27.44% | 50.19% |
| 1Y Return | 43.99% | 65.25% |
| 3Y Return (Ann) | 2.00% | 15.46% |
| 5Y Return (Ann) | 7.34% | 24.88% |
| 10Y Return (Ann) | 6.48% | 19.14% |
| Sharpe Ratio | 1.55 | 1.79 |
| Sortino Ratio | 2.19 | 2.31 |
| Omega Ratio | 1.26 | 1.30 |
| Calmar Ratio | 0.69 | 2.65 |
| Martin Ratio | 6.62 | 7.60 |
| Ulcer Index | 6.52% | 8.48% |
| Daily Std Dev | 27.82% | 36.10% |
| Max Drawdown | -77.21% | -81.70% |
| Current Drawdown | -44.19% | -3.78% |
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.
Performance
FSAGX vs. FSELX - Performance Comparison
In the year-to-date period, FSAGX achieves a 27.44% return, which is significantly lower than FSELX's 50.19% return. Over the past 10 years, FSAGX has underperformed FSELX with an annualized return of 6.48%, while FSELX has yielded a comparatively higher 19.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSAGX vs. FSELX - Expense Ratio Comparison
FSAGX has a 0.76% expense ratio, which is higher than FSELX's 0.68% expense ratio.
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.
Dividends
FSAGX vs. FSELX - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 0.50%, more than FSELX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 0.50% | 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.
Volatility
FSAGX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Select Gold Portfolio (FSAGX) is 7.45%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.56%. This indicates that FSAGX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.