FSCSX vs. FSPTX
Compare and contrast key facts about Fidelity Select Software & IT Services Portfolio (FSCSX) and Fidelity Select Technology Portfolio (FSPTX).
FSCSX is managed by Fidelity. It was launched on Jul 29, 1985. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCSX or FSPTX.
Key characteristics
| FSCSX | FSPTX | |
|---|---|---|
| YTD Return | 1.05% | 15.50% |
| 1Y Return | 29.30% | 43.17% |
| 3Y Return (Ann) | 7.40% | 12.76% |
| 5Y Return (Ann) | 16.17% | 23.41% |
| 10Y Return (Ann) | 17.80% | 20.72% |
| Sharpe Ratio | 1.74 | 2.28 |
| Daily Std Dev | 18.04% | 20.24% |
| Max Drawdown | -58.41% | -84.32% |
| Current Drawdown | -6.42% | -0.36% |
Correlation
The correlation between FSCSX and FSPTX is 0.89, 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.
Performance
FSCSX vs. FSPTX - Performance Comparison
In the year-to-date period, FSCSX achieves a 1.05% return, which is significantly lower than FSPTX's 15.50% return. Over the past 10 years, FSCSX has underperformed FSPTX with an annualized return of 17.80%, while FSPTX has yielded a comparatively higher 20.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSCSX vs. FSPTX - Expense Ratio Comparison
Both FSCSX and FSPTX have an expense ratio of 0.67%.
Risk-Adjusted Performance
FSCSX vs. FSPTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Software & IT Services Portfolio (FSCSX) and Fidelity Select Technology Portfolio (FSPTX). 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
FSCSX vs. FSPTX - Dividend Comparison
FSCSX's dividend yield for the trailing twelve months is around 9.61%, while FSPTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 9.61% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 6.20% | 7.15% | 3.98% | 5.22% | 10.43% | 4.72% |
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.28% | 17.85% | 8.07% |
Drawdowns
FSCSX vs. FSPTX - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -58.41%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for FSCSX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
FSCSX vs. FSPTX - Volatility Comparison
The current volatility for Fidelity Select Software & IT Services Portfolio (FSCSX) is 4.96%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 7.11%. This indicates that FSCSX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.