FSCPX vs. FDEGX
Compare and contrast key facts about Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity Growth Strategies Fund (FDEGX).
FSCPX is managed by Fidelity Investments. It was launched on Jun 28, 1990. FDEGX is managed by Fidelity. It was launched on Dec 28, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCPX or FDEGX.
Performance
FSCPX vs. FDEGX - Performance Comparison
Returns By Period
In the year-to-date period, FSCPX achieves a 15.60% return, which is significantly lower than FDEGX's 29.84% return. Over the past 10 years, FSCPX has underperformed FDEGX with an annualized return of 7.91%, while FDEGX has yielded a comparatively higher 9.05% annualized return.
FSCPX
15.60%
4.78%
12.87%
25.91%
7.48%
7.91%
FDEGX
29.84%
4.90%
15.10%
40.74%
7.78%
9.05%
Key characteristics
| FSCPX | FDEGX | |
|---|---|---|
| Sharpe Ratio | 1.44 | 2.49 |
| Sortino Ratio | 1.97 | 3.38 |
| Omega Ratio | 1.25 | 1.44 |
| Calmar Ratio | 0.79 | 1.30 |
| Martin Ratio | 6.24 | 14.71 |
| Ulcer Index | 4.11% | 2.76% |
| Daily Std Dev | 17.80% | 16.29% |
| Max Drawdown | -57.37% | -85.76% |
| Current Drawdown | -14.30% | -3.50% |
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FSCPX vs. FDEGX - Expense Ratio Comparison
FSCPX has a 0.76% expense ratio, which is higher than FDEGX's 0.63% expense ratio.
Correlation
The correlation between FSCPX and FDEGX is 0.76, 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.
Risk-Adjusted Performance
FSCPX vs. FDEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity Growth Strategies Fund (FDEGX). 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.
Dividends
FSCPX vs. FDEGX - Dividend Comparison
FSCPX's dividend yield for the trailing twelve months is around 0.04%, which matches FDEGX's 0.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCPX Fidelity Select Consumer Discretionary Portfolio | 0.04% | 0.04% | 0.05% | 0.00% | 0.00% | 0.22% | 0.37% | 0.33% | 0.90% | 2.70% | 4.98% | 8.57% |
FDEGX Fidelity Growth Strategies Fund | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% | 0.44% | 0.75% | 0.38% | 0.54% | 0.13% | 0.59% | 0.18% |
Drawdowns
FSCPX vs. FDEGX - Drawdown Comparison
The maximum FSCPX drawdown since its inception was -57.37%, smaller than the maximum FDEGX drawdown of -85.76%. Use the drawdown chart below to compare losses from any high point for FSCPX and FDEGX. For additional features, visit the drawdowns tool.
Volatility
FSCPX vs. FDEGX - Volatility Comparison
The current volatility for Fidelity Select Consumer Discretionary Portfolio (FSCPX) is 6.08%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 6.76%. This indicates that FSCPX experiences smaller price fluctuations and is considered to be less risky than FDEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.