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

Correlation

The correlation between FSBDX and FSELX is 0.81, 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.


-0.50.00.51.00.8

Performance

FSBDX vs. FSELX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Blue Chip Growth Fund (FSBDX) 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%JulyAugustSeptemberOctoberNovemberDecember
14.85%
0
FSBDX
FSELX

Key characteristics

Sharpe Ratio

FSBDX:

2.15

FSELX:

1.20

Sortino Ratio

FSBDX:

2.80

FSELX:

1.72

Omega Ratio

FSBDX:

1.39

FSELX:

1.22

Calmar Ratio

FSBDX:

2.84

FSELX:

1.79

Martin Ratio

FSBDX:

10.64

FSELX:

4.99

Ulcer Index

FSBDX:

4.01%

FSELX:

8.74%

Daily Std Dev

FSBDX:

19.87%

FSELX:

36.37%

Max Drawdown

FSBDX:

-42.25%

FSELX:

-81.70%

Current Drawdown

FSBDX:

-1.36%

FSELX:

-8.69%

Returns By Period

The year-to-date returns for both stocks are quite close, with FSBDX having a 42.71% return and FSELX slightly lower at 42.52%. Over the past 10 years, FSBDX has outperformed FSELX with an annualized return of 19.10%, while FSELX has yielded a comparatively lower 17.30% annualized return.


FSBDX

YTD

42.71%

1M

5.00%

6M

14.85%

1Y

42.90%

5Y*

23.00%

10Y*

19.10%

FSELX

YTD

42.52%

1M

0.26%

6M

0.00%

1Y

43.40%

5Y*

22.64%

10Y*

17.30%

Compare stocks, funds, or ETFs

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


FSBDX vs. FSELX - Expense Ratio Comparison

FSBDX has a 0.00% expense ratio, which is lower than FSELX's 0.68% expense ratio.


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

Risk-Adjusted Performance

FSBDX vs. FSELX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) 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 FSBDX, currently valued at 2.15, compared to the broader market-1.000.001.002.003.004.002.151.20
The chart of Sortino ratio for FSBDX, currently valued at 2.80, compared to the broader market-2.000.002.004.006.008.0010.002.801.72
The chart of Omega ratio for FSBDX, currently valued at 1.39, compared to the broader market0.501.001.502.002.503.003.501.391.22
The chart of Calmar ratio for FSBDX, currently valued at 2.84, compared to the broader market0.002.004.006.008.0010.0012.0014.002.841.79
The chart of Martin ratio for FSBDX, currently valued at 10.64, compared to the broader market0.0020.0040.0060.0010.644.99
FSBDX
FSELX

The current FSBDX Sharpe Ratio is 2.15, which is higher than the FSELX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of FSBDX 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 Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
2.15
1.20
FSBDX
FSELX

Dividends

FSBDX vs. FSELX - Dividend Comparison

FSBDX's dividend yield for the trailing twelve months is around 0.43%, while FSELX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FSBDX
Fidelity Series Blue Chip Growth Fund
0.43%0.54%0.63%0.33%0.60%0.72%0.93%0.53%0.28%11.66%1.20%0.08%
FSELX
Fidelity Select Semiconductors Portfolio
0.00%0.10%0.18%0.04%0.51%0.76%0.76%1.04%0.71%16.31%3.48%0.61%

Drawdowns

FSBDX vs. FSELX - Drawdown Comparison

The maximum FSBDX drawdown since its inception was -42.25%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FSBDX and FSELX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-1.36%
-8.69%
FSBDX
FSELX

Volatility

FSBDX vs. FSELX - Volatility Comparison

The current volatility for Fidelity Series Blue Chip Growth Fund (FSBDX) is 5.48%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 8.75%. This indicates that FSBDX 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.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
5.48%
8.75%
FSBDX
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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