FSCHX vs. IGNAX
Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and Delaware Ivy Natural Resources Fund (IGNAX).
FSCHX is managed by Fidelity. It was launched on Jul 28, 1985. IGNAX is managed by Delaware Funds. It was launched on Jan 1, 1997.
Performance
FSCHX vs. IGNAX - Performance Comparison
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FSCHX vs. IGNAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 17.03% | -8.85% | -6.17% | 12.80% | -13.81% | 31.95% | 17.52% | 8.30% | -22.30% | 31.63% |
IGNAX Delaware Ivy Natural Resources Fund | 18.73% | 38.01% | -0.56% | 1.26% | 17.52% | 26.06% | -12.38% | 9.24% | -23.79% | 2.89% |
Returns By Period
In the year-to-date period, FSCHX achieves a 17.03% return, which is significantly lower than IGNAX's 18.73% return. Over the past 10 years, FSCHX has underperformed IGNAX with an annualized return of 6.74%, while IGNAX has yielded a comparatively higher 8.47% annualized return.
FSCHX
- 1D
- 0.94%
- 1M
- -2.23%
- YTD
- 17.03%
- 6M
- 13.09%
- 1Y
- 7.87%
- 3Y*
- 2.82%
- 5Y*
- 2.75%
- 10Y*
- 6.74%
IGNAX
- 1D
- 1.29%
- 1M
- -0.81%
- YTD
- 18.73%
- 6M
- 27.22%
- 1Y
- 61.27%
- 3Y*
- 18.52%
- 5Y*
- 16.68%
- 10Y*
- 8.47%
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FSCHX vs. IGNAX - Expense Ratio Comparison
FSCHX has a 0.74% expense ratio, which is lower than IGNAX's 1.82% expense ratio.
Return for Risk
FSCHX vs. IGNAX — Risk / Return Rank
FSCHX
IGNAX
FSCHX vs. IGNAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) and Delaware Ivy Natural Resources Fund (IGNAX). 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.
| FSCHX | IGNAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 2.80 | -2.42 |
Sortino ratioReturn per unit of downside risk | 0.69 | 3.33 | -2.64 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.52 | -0.43 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 3.94 | -3.35 |
Martin ratioReturn relative to average drawdown | 1.44 | 21.18 | -19.74 |
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
| FSCHX | IGNAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 2.80 | -2.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.76 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.38 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.22 | +0.35 |
Correlation
The correlation between FSCHX and IGNAX is 0.66, 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.
Dividends
FSCHX vs. IGNAX - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 1.90%, while IGNAX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 1.90% | 2.23% | 8.27% | 6.33% | 11.44% | 1.18% | 1.10% | 6.97% | 15.01% | 8.05% | 4.75% | 6.58% |
IGNAX Delaware Ivy Natural Resources Fund | 0.00% | 0.00% | 5.68% | 1.94% | 2.02% | 2.30% | 0.29% | 1.75% | 0.00% | 0.00% | 0.06% | 0.00% |
Drawdowns
FSCHX vs. IGNAX - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, smaller than the maximum IGNAX drawdown of -77.49%. Use the drawdown chart below to compare losses from any high point for FSCHX and IGNAX.
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Drawdown Indicators
| FSCHX | IGNAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.24% | -77.49% | +18.25% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -15.59% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -27.38% | -24.79% | -2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -51.75% | -57.95% | +6.20% |
Current DrawdownCurrent decline from peak | -7.95% | -9.23% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -8.89% | -35.83% | +26.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.38% | 2.90% | +3.48% |
Volatility
FSCHX vs. IGNAX - Volatility Comparison
Fidelity Select Chemicals Portfolio (FSCHX) has a higher volatility of 5.89% compared to Delaware Ivy Natural Resources Fund (IGNAX) at 5.41%. This indicates that FSCHX's price experiences larger fluctuations and is considered to be riskier than IGNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCHX | IGNAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 5.41% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.17% | 14.80% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.32% | 22.32% | -1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 21.99% | -1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 22.59% | -0.17% |