FSCPX vs. ONEQ

In the year-to-date period, FSCPX achieves a -5.19% return, which is significantly lower than ONEQ's -0.90% return. Over the past 10 years, FSCPX has underperformed ONEQ with an annualized return of 10.99%, while ONEQ has yielded a comparatively higher 15.35% annualized return.

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FSCPX has a 0.76% expense ratio, which is higher than ONEQ's 0.21% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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.

The current FSCPX Sharpe Ratio is 0.50, which is comparable to the ONEQ Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of FSCPX and ONEQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSCPX's dividend yield for the trailing twelve months is around 7.59%, more than ONEQ's 0.63% yield.

The maximum FSCPX drawdown since its inception was -57.37%, roughly equal to the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for FSCPX and ONEQ. For additional features, visit the drawdowns tool.

Fidelity Select Consumer Discretionary Portfolio (FSCPX) has a higher volatility of 8.88% compared to Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) at 7.83%. This indicates that FSCPX's price experiences larger fluctuations and is considered to be riskier than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.