FSCHX vs. FSPTX
FSCHX (Fidelity Select Chemicals Portfolio) and FSPTX (Fidelity Select Technology Portfolio) are both mutual funds - FSCHX is a Energy Equities fund managed by Fidelity, while FSPTX is a Technology Equities fund actively managed by Fidelity. Over the past 10 years, FSCHX returned 6.39%/yr vs 25.58%/yr for FSPTX. Their 0.57 correlation means they have sometimes moved together and sometimes differently. FSCHX charges 0.74%/yr vs 0.61%/yr for FSPTX.
Performance
FSCHX vs. FSPTX - Performance Comparison
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Returns By Period
In the year-to-date period, FSCHX achieves a 19.83% return, which is significantly lower than FSPTX's 30.03% return. Over the past 10 years, FSCHX has underperformed FSPTX with an annualized return of 6.39%, while FSPTX has yielded a comparatively higher 25.58% annualized return.
FSCHX
- 1D
- 0.00%
- 1M
- -3.95%
- 6M
- 9.25%
- YTD
- 19.83%
- 1Y
- 16.44%
- 3Y*
- 1.67%
- 5Y*
- 2.28%
- 10Y*
- 6.39%
- ALL TIME*
- 11.73%
FSPTX
- 1D
- 3.77%
- 1M
- -2.64%
- 6M
- 27.84%
- YTD
- 30.03%
- 1Y
- 46.11%
- 3Y*
- 33.19%
- 5Y*
- 19.84%
- 10Y*
- 25.58%
- ALL TIME*
- 14.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSCHX vs. FSPTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 19.83% | -8.85% | -6.17% | 12.80% | -13.81% | 31.95% | 17.52% | 8.30% | -22.30% | 31.63% |
FSPTX Fidelity Select Technology Portfolio | 30.03% | 23.37% | 41.76% | 59.83% | -36.91% | 21.99% | 63.95% | 51.08% | -9.03% | 49.75% |
Correlation
The correlation between FSCHX and FSPTX is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.21 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.52 |
Correlation (All Time) Calculated using the full available price history since Jul 29, 1985 | 0.57 |
Over the past year, the correlation between FSCHX and FSPTX has dropped to 0.21 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
FSCHX vs. FSPTX — Risk / Return Rank
FSCHX
FSPTX
FSCHX vs. FSPTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity Select Technology Portfolio (FSPTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSCHX | FSPTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.78 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.28 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.06 | 2.86 | -1.81 |
| Martin ratioReturn relative to average drawdown | 2.56 | 8.20 | -5.64 |
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Drawdowns
FSCHX vs. FSPTX - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, smaller than the maximum FSPTX drawdown of -84.37%. Use the drawdown chart below to compare losses from any high point for FSCHX and FSPTX.
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Drawdown Indicators
| FSCHX | FSPTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.24% | -84.37% | +25.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -14.87% | +0.89% |
Max Drawdown (3Y)Largest decline over 3 years | -27.38% | -29.22% | +1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -27.38% | -42.16% | +14.78% |
Max Drawdown (10Y)Largest decline over 10 years | -51.75% | -42.16% | -9.59% |
Current DrawdownCurrent decline from peak | -5.74% | -11.67% | +5.93% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -26.96% | +18.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.76% | 5.19% | +0.57% |
Volatility
FSCHX vs. FSPTX - Volatility Comparison
The current volatility for Fidelity Select Chemicals Portfolio (FSCHX) is 4.81%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 8.28%. This indicates that FSCHX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCHX | FSPTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 8.28% | -3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 21.29% | -8.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 25.63% | -8.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.94% | 28.04% | -8.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 26.29% | -3.83% |
FSCHX vs. FSPTX - Expense Ratio Comparison
FSCHX has a 0.74% expense ratio, which is higher than FSPTX's 0.61% expense ratio.
Dividends
FSCHX vs. FSPTX - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 2.85%, less than FSPTX's 8.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 2.85% | 2.23% | 8.27% | 6.33% | 11.44% | 1.18% | 1.10% | 6.97% | 15.01% | 8.05% | 4.75% | 6.58% |
FSPTX Fidelity Select Technology Portfolio | 8.35% | 9.06% | 9.42% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.19% |
Frequently Asked Questions
FSCHX and FSPTX have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSPTX has higher volatility (8.28%) compared to FSCHX (4.81%). In terms of maximum drawdown, FSCHX dropped -59.24% vs FSPTX's -84.37%.
FSPTX currently has the higher Sharpe Ratio (1.66 vs 0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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