Correlation
The correlation between FSAGX and SPY is 0.16, 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.
FSAGX vs. SPY
Compare and contrast key facts about Fidelity Select Gold Portfolio (FSAGX) and SPDR S&P 500 ETF (SPY).
FSAGX is managed by Fidelity. It was launched on Dec 15, 1985. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSAGX or SPY.
Performance
FSAGX vs. SPY - Performance Comparison
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Key characteristics
FSAGX:
1.57
SPY:
0.61
FSAGX:
2.26
SPY:
1.05
FSAGX:
1.30
SPY:
1.15
FSAGX:
1.03
SPY:
0.70
FSAGX:
7.06
SPY:
2.68
FSAGX:
7.78%
SPY:
4.92%
FSAGX:
31.57%
SPY:
20.44%
FSAGX:
-77.21%
SPY:
-55.19%
FSAGX:
-24.56%
SPY:
-3.82%
Returns By Period
In the year-to-date period, FSAGX achieves a 49.84% return, which is significantly higher than SPY's 0.58% return. Over the past 10 years, FSAGX has underperformed SPY with an annualized return of 9.06%, while SPY has yielded a comparatively higher 12.71% annualized return.
FSAGX
49.84%
1.99%
39.32%
49.20%
14.89%
7.38%
9.06%
SPY
0.58%
6.70%
-1.23%
12.34%
13.93%
15.74%
12.71%
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FSAGX vs. SPY - Expense Ratio Comparison
FSAGX has a 0.76% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FSAGX vs. SPY — Risk-Adjusted Performance Rank
FSAGX
SPY
FSAGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
FSAGX vs. SPY - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 2.30%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 2.30% | 3.62% | 0.99% | 0.36% | 1.60% | 4.40% | 0.54% | 0.00% | 0.22% | 3.57% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FSAGX vs. SPY - Drawdown Comparison
The maximum FSAGX drawdown since its inception was -77.21%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FSAGX and SPY.
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Volatility
FSAGX vs. SPY - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) has a higher volatility of 13.35% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that FSAGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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