FSCHX vs. VGENX
Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and Vanguard Energy Fund Investor Shares (VGENX).
FSCHX is managed by Fidelity. It was launched on Jul 28, 1985. VGENX is managed by Vanguard. It was launched on May 23, 1984.
Performance
FSCHX vs. VGENX - Performance Comparison
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FSCHX vs. VGENX - 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% |
VGENX Vanguard Energy Fund Investor Shares | 24.04% | 20.67% | 30.25% | 8.78% | 23.59% | 27.71% | -30.85% | 13.23% | -17.19% | 3.22% |
Returns By Period
In the year-to-date period, FSCHX achieves a 15.94% return, which is significantly lower than VGENX's 24.04% return. Over the past 10 years, FSCHX has underperformed VGENX with an annualized return of 6.64%, while VGENX has yielded a comparatively higher 10.86% annualized 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%
VGENX
- 1D
- 0.58%
- 1M
- 4.50%
- YTD
- 24.04%
- 6M
- 29.22%
- 1Y
- 35.84%
- 3Y*
- 28.98%
- 5Y*
- 24.71%
- 10Y*
- 10.86%
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FSCHX vs. VGENX - Expense Ratio Comparison
FSCHX has a 0.74% expense ratio, which is higher than VGENX's 0.41% expense ratio.
Return for Risk
FSCHX vs. VGENX — Risk / Return Rank
FSCHX
VGENX
FSCHX vs. VGENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) and Vanguard Energy Fund Investor Shares (VGENX). 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 | VGENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 2.51 | -2.12 |
Sortino ratioReturn per unit of downside risk | 0.70 | 3.11 | -2.40 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.49 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 3.03 | -2.62 |
Martin ratioReturn relative to average drawdown | 0.99 | 14.75 | -13.76 |
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 | VGENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 2.51 | -2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 1.33 | -1.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.47 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.45 | +0.12 |
Correlation
The correlation between FSCHX and VGENX is 0.59, 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. VGENX - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 1.92%, less than VGENX's 6.91% 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% |
VGENX Vanguard Energy Fund Investor Shares | 6.91% | 4.71% | 33.96% | 6.83% | 4.63% | 3.63% | 4.46% | 3.30% | 2.96% | 2.96% | 1.84% | 2.63% |
Drawdowns
FSCHX vs. VGENX - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, smaller than the maximum VGENX drawdown of -65.37%. Use the drawdown chart below to compare losses from any high point for FSCHX and VGENX.
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Drawdown Indicators
| FSCHX | VGENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.24% | -65.37% | +6.13% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -12.30% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -27.38% | -19.72% | -7.66% |
Max Drawdown (10Y)Largest decline over 10 years | -51.75% | -61.19% | +9.44% |
Current DrawdownCurrent decline from peak | -8.80% | 0.00% | -8.80% |
Average DrawdownAverage peak-to-trough decline | -8.89% | -14.99% | +6.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.38% | 2.53% | +3.85% |
Volatility
FSCHX vs. VGENX - Volatility Comparison
Fidelity Select Chemicals Portfolio (FSCHX) has a higher volatility of 5.80% compared to Vanguard Energy Fund Investor Shares (VGENX) at 3.80%. This indicates that FSCHX's price experiences larger fluctuations and is considered to be riskier than VGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCHX | VGENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 3.80% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 8.61% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.35% | 14.82% | +6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 18.64% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 23.26% | -0.84% |