FSAVX vs. USLUX
Compare and contrast key facts about Fidelity Select Automotive Portfolio (FSAVX) and U.S. Global Investors Global Luxury Goods Fund (USLUX).
FSAVX is managed by Fidelity. It was launched on Jun 29, 1986. USLUX is managed by US Global. It was launched on May 2, 1995.
Performance
FSAVX vs. USLUX - Performance Comparison
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FSAVX vs. USLUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSAVX Fidelity Select Automotive Portfolio | -9.58% | 8.01% | 6.15% | 32.55% | -37.45% | 28.99% | 63.22% | 28.87% | -13.78% | 24.00% |
USLUX U.S. Global Investors Global Luxury Goods Fund | -13.20% | 17.87% | 14.26% | 23.79% | -23.91% | 25.14% | 20.76% | 13.72% | -8.30% | 19.19% |
Returns By Period
In the year-to-date period, FSAVX achieves a -9.58% return, which is significantly higher than USLUX's -13.20% return. Over the past 10 years, FSAVX has outperformed USLUX with an annualized return of 9.76%, while USLUX has yielded a comparatively lower 8.72% annualized return.
FSAVX
- 1D
- -0.24%
- 1M
- -10.65%
- YTD
- -9.58%
- 6M
- -17.80%
- 1Y
- 1.63%
- 3Y*
- 5.83%
- 5Y*
- 0.59%
- 10Y*
- 9.76%
USLUX
- 1D
- 0.32%
- 1M
- -14.11%
- YTD
- -13.20%
- 6M
- -9.28%
- 1Y
- 5.15%
- 3Y*
- 6.96%
- 5Y*
- 5.60%
- 10Y*
- 8.72%
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FSAVX vs. USLUX - Expense Ratio Comparison
FSAVX has a 0.88% expense ratio, which is lower than USLUX's 1.55% expense ratio.
Return for Risk
FSAVX vs. USLUX — Risk / Return Rank
FSAVX
USLUX
FSAVX vs. USLUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Automotive Portfolio (FSAVX) and U.S. Global Investors Global Luxury Goods Fund (USLUX). 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.
| FSAVX | USLUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 0.21 | -0.11 |
Sortino ratioReturn per unit of downside risk | 0.30 | 0.47 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.06 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.04 | 0.19 | -0.23 |
Martin ratioReturn relative to average drawdown | -0.14 | 0.69 | -0.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSAVX | USLUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 0.21 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.27 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.45 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.17 | +0.20 |
Correlation
The correlation between FSAVX and USLUX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSAVX vs. USLUX - Dividend Comparison
FSAVX has not paid dividends to shareholders, while USLUX's dividend yield for the trailing twelve months is around 9.08%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAVX Fidelity Select Automotive Portfolio | 0.00% | 0.00% | 0.85% | 0.86% | 2.61% | 2.58% | 8.57% | 4.08% | 7.97% | 15.51% | 7.13% | 16.06% |
USLUX U.S. Global Investors Global Luxury Goods Fund | 9.08% | 7.88% | 9.94% | 2.71% | 6.40% | 15.37% | 0.12% | 2.31% | 16.18% | 13.87% | 8.35% | 8.01% |
Drawdowns
FSAVX vs. USLUX - Drawdown Comparison
The maximum FSAVX drawdown since its inception was -81.27%, roughly equal to the maximum USLUX drawdown of -77.61%. Use the drawdown chart below to compare losses from any high point for FSAVX and USLUX.
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Drawdown Indicators
| FSAVX | USLUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.27% | -77.61% | -3.66% |
Max Drawdown (1Y)Largest decline over 1 year | -19.11% | -15.68% | -3.43% |
Max Drawdown (5Y)Largest decline over 5 years | -41.86% | -33.85% | -8.01% |
Max Drawdown (10Y)Largest decline over 10 years | -43.28% | -34.51% | -8.77% |
Current DrawdownCurrent decline from peak | -18.39% | -15.42% | -2.97% |
Average DrawdownAverage peak-to-trough decline | -13.37% | -42.29% | +28.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.06% | 4.22% | +1.84% |
Volatility
FSAVX vs. USLUX - Volatility Comparison
Fidelity Select Automotive Portfolio (FSAVX) has a higher volatility of 6.68% compared to U.S. Global Investors Global Luxury Goods Fund (USLUX) at 6.23%. This indicates that FSAVX's price experiences larger fluctuations and is considered to be riskier than USLUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSAVX | USLUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.68% | 6.23% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 15.68% | 12.99% | +2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.87% | 21.90% | +0.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.64% | 20.52% | +3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.99% | 19.45% | +4.54% |