FSCHX vs. FPHAX
Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
FSCHX is managed by Fidelity. It was launched on Jul 28, 1985. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCHX or FPHAX.
Correlation
The correlation between FSCHX and FPHAX is 0.70, 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.
Performance
FSCHX vs. FPHAX - Performance Comparison
Key characteristics
FSCHX:
-0.67
FPHAX:
-0.49
FSCHX:
-0.85
FPHAX:
-0.54
FSCHX:
0.90
FPHAX:
0.93
FSCHX:
-0.36
FPHAX:
-0.34
FSCHX:
-1.35
FPHAX:
-0.78
FSCHX:
10.21%
FPHAX:
12.85%
FSCHX:
20.75%
FPHAX:
20.53%
FSCHX:
-59.24%
FPHAX:
-37.34%
FSCHX:
-31.13%
FPHAX:
-22.04%
Returns By Period
In the year-to-date period, FSCHX achieves a -6.55% return, which is significantly lower than FPHAX's -3.86% return. Over the past 10 years, FSCHX has underperformed FPHAX with an annualized return of -0.75%, while FPHAX has yielded a comparatively higher 1.50% annualized return.
FSCHX
-6.55%
4.75%
-16.59%
-15.19%
5.79%
-0.75%
FPHAX
-3.86%
5.36%
-11.72%
-10.24%
2.29%
1.50%
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FSCHX vs. FPHAX - Expense Ratio Comparison
FSCHX has a 0.74% expense ratio, which is lower than FPHAX's 0.75% expense ratio.
Risk-Adjusted Performance
FSCHX vs. FPHAX — Risk-Adjusted Performance Rank
FSCHX
FPHAX
FSCHX vs. FPHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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
FSCHX vs. FPHAX - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 1.15%, less than FPHAX's 1.38% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 1.15% | 1.12% | 1.13% | 1.08% | 0.76% | 1.10% | 1.61% | 1.72% | 0.88% | 1.14% | 4.34% | 3.24% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 1.38% | 1.21% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% |
Drawdowns
FSCHX vs. FPHAX - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, which is greater than FPHAX's maximum drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for FSCHX and FPHAX. For additional features, visit the drawdowns tool.
Volatility
FSCHX vs. FPHAX - Volatility Comparison
Fidelity Select Chemicals Portfolio (FSCHX) has a higher volatility of 13.55% compared to Fidelity Select Pharmaceuticals Portfolio (FPHAX) at 11.90%. This indicates that FSCHX's price experiences larger fluctuations and is considered to be riskier than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.