FSCHX vs. PAXDX

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and Pax Global Sustainable Infrastructure Fund (PAXDX).

FSCHX is managed by Fidelity. It was launched on Jul 28, 1985. PAXDX is managed by Pax World. It was launched on Dec 15, 2016.

Performance

FSCHX vs. PAXDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Chemicals Portfolio (FSCHX) and Pax Global Sustainable Infrastructure Fund (PAXDX). The values are adjusted to include any dividend payments, if applicable.

FSCHX vs. PAXDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FSCHX Fidelity Select Chemicals Portfolio	15.94%	-8.85%	-6.17%	12.80%	-13.81%	31.95%	17.52%	8.30%	-22.30%	31.63%
PAXDX Pax Global Sustainable Infrastructure Fund	5.11%	18.37%	-1.55%	9.33%	-13.45%	14.24%	14.25%	25.88%	-4.25%	19.24%

Returns By Period

In the year-to-date period, FSCHX achieves a 15.94% return, which is significantly higher than PAXDX's 5.11% return.

FSCHX

• 1D: 0.36%
• 1M: -3.54%
• YTD: 15.94%
• 6M: 10.20%
• 1Y: 6.95%
• 3Y*: 2.51%
• 5Y*: 2.82%
• 10Y*: 6.64%

PAXDX

• 1D: 0.00%
• 1M: 0.00%
• YTD: 5.11%
• 6M: 4.86%
• 1Y: 15.85%
• 3Y*: 8.60%
• 5Y*: 4.21%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FSCHX vs. PAXDX - Expense Ratio Comparison

FSCHX has a 0.74% expense ratio, which is lower than PAXDX's 0.83% expense ratio.

PAXDX

Pax Global Sustainable Infrastructure Fund

FSCHX

Fidelity Select Chemicals Portfolio

Return for Risk

FSCHX vs. PAXDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSCHX

FSCHX Risk / Return Rank: 15
FSCHX Sharpe Ratio Rank: 15
FSCHX Sortino Ratio Rank: 16
FSCHX Omega Ratio Rank: 15
FSCHX Calmar Ratio Rank: 15
FSCHX Martin Ratio Rank: 12

PAXDX

PAXDX Risk / Return Rank: 81
PAXDX Sharpe Ratio Rank: 78
PAXDX Sortino Ratio Rank: 79
PAXDX Omega Ratio Rank: 80
PAXDX Calmar Ratio Rank: 80
PAXDX Martin Ratio Rank: 88

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSCHX vs. PAXDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) and Pax Global Sustainable Infrastructure Fund (PAXDX). 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	PAXDX	Difference
Sharpe ratio Return per unit of total volatility	0.39	1.42	-1.04
Sortino ratio Return per unit of downside risk	0.70	1.98	-1.27
Omega ratio Gain probability vs. loss probability	1.09	1.31	-0.22
Calmar ratio Return relative to maximum drawdown	0.41	1.95	-1.54
Martin ratio Return relative to average drawdown	0.99	9.47	-8.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FSCHX vs. PAXDX - Sharpe Ratio Comparison

The current FSCHX Sharpe Ratio is 0.39, which is lower than the PAXDX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of FSCHX and PAXDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FSCHX	PAXDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.39	1.42	-1.04
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.14	0.32	-0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.30	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.52	+0.04

Correlation

The correlation between FSCHX and PAXDX is 0.74, 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.

Dividends

FSCHX vs. PAXDX - Dividend Comparison

FSCHX's dividend yield for the trailing twelve months is around 1.92%, less than PAXDX's 2.06% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FSCHX Fidelity Select Chemicals Portfolio	1.92%	2.23%	8.27%	6.33%	11.44%	1.18%	1.10%	6.97%	15.01%	8.05%	4.75%	6.58%
PAXDX Pax Global Sustainable Infrastructure Fund	2.06%	2.17%	2.07%	2.43%	2.48%	58.94%	2.88%	4.69%	3.55%	2.13%	0.12%	0.00%

Drawdowns

FSCHX vs. PAXDX - Drawdown Comparison

The maximum FSCHX drawdown since its inception was -59.24%, which is greater than PAXDX's maximum drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for FSCHX and PAXDX.

Drawdown Indicators

	FSCHX	PAXDX	Difference
Max Drawdown Largest peak-to-trough decline	-59.24%	-33.58%	-25.66%
Max Drawdown (1Y) Largest decline over 1 year	-15.47%	-8.05%	-7.42%
Max Drawdown (5Y) Largest decline over 5 years	-27.38%	-25.04%	-2.34%
Max Drawdown (10Y) Largest decline over 10 years	-51.75%	—	—
Current Drawdown Current decline from peak	-8.80%	-0.74%	-8.06%
Average Drawdown Average peak-to-trough decline	-8.89%	-5.34%	-3.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.38%	1.66%	+4.72%

Volatility

FSCHX vs. PAXDX - Volatility Comparison

Fidelity Select Chemicals Portfolio (FSCHX) has a higher volatility of 5.80% compared to Pax Global Sustainable Infrastructure Fund (PAXDX) at 0.00%. This indicates that FSCHX's price experiences larger fluctuations and is considered to be riskier than PAXDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FSCHX	PAXDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.80%	0.00%	+5.80%
Volatility (6M) Calculated over the trailing 6-month period	12.14%	5.36%	+6.78%
Volatility (1Y) Calculated over the trailing 1-year period	21.35%	11.81%	+9.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.03%	13.30%	+6.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.42%	16.65%	+5.77%