Correlation
The correlation between FSCHX and FSUTX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FSCHX vs. FSUTX
Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity Select Utilities Portfolio (FSUTX).
FSCHX is managed by Fidelity. It was launched on Jul 28, 1985. FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCHX or FSUTX.
Performance
FSCHX vs. FSUTX - Performance Comparison
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Key characteristics
FSCHX:
-0.57
FSUTX:
0.77
FSCHX:
-0.74
FSUTX:
1.12
FSCHX:
0.91
FSUTX:
1.15
FSCHX:
-0.46
FSUTX:
1.12
FSCHX:
-1.18
FSUTX:
2.81
FSCHX:
10.57%
FSUTX:
4.84%
FSCHX:
21.06%
FSUTX:
17.63%
FSCHX:
-59.24%
FSUTX:
-66.18%
FSCHX:
-17.43%
FSUTX:
-3.55%
Returns By Period
In the year-to-date period, FSCHX achieves a -4.32% return, which is significantly lower than FSUTX's 4.34% return. Over the past 10 years, FSCHX has underperformed FSUTX with an annualized return of 4.82%, while FSUTX has yielded a comparatively higher 10.61% annualized return.
FSCHX
-4.32%
1.68%
-15.36%
-12.96%
-3.23%
8.84%
4.82%
FSUTX
4.34%
1.95%
-3.55%
12.05%
9.88%
12.92%
10.61%
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FSCHX vs. FSUTX - Expense Ratio Comparison
Both FSCHX and FSUTX have an expense ratio of 0.74%.
Risk-Adjusted Performance
FSCHX vs. FSUTX — Risk-Adjusted Performance Rank
FSCHX
FSUTX
FSCHX vs. FSUTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity Select Utilities Portfolio (FSUTX). 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
FSCHX vs. FSUTX - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 3.59%, less than FSUTX's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 3.59% | 8.27% | 6.33% | 11.44% | 1.18% | 1.10% | 6.97% | 15.01% | 8.10% | 4.75% | 6.58% | 3.83% |
FSUTX Fidelity Select Utilities Portfolio | 5.03% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.53% | 5.61% | 2.51% | 4.47% | 7.47% |
Drawdowns
FSCHX vs. FSUTX - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, smaller than the maximum FSUTX drawdown of -66.18%. Use the drawdown chart below to compare losses from any high point for FSCHX and FSUTX.
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Volatility
FSCHX vs. FSUTX - Volatility Comparison
Fidelity Select Chemicals Portfolio (FSCHX) has a higher volatility of 5.09% compared to Fidelity Select Utilities Portfolio (FSUTX) at 4.16%. This indicates that FSCHX's price experiences larger fluctuations and is considered to be riskier than FSUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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