FSCSX vs. VENAX
Compare and contrast key facts about Fidelity Select Software & IT Services Portfolio (FSCSX) and Vanguard Energy Index Fund Admiral Shares (VENAX).
FSCSX is managed by Fidelity. It was launched on Jul 29, 1985. VENAX is managed by Vanguard. It was launched on Oct 7, 2004.
Performance
FSCSX vs. VENAX - Performance Comparison
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FSCSX vs. VENAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | -27.86% | 6.96% | 19.66% | 51.72% | -29.13% | 18.13% | 45.55% | 38.99% | 4.08% | 38.60% |
VENAX Vanguard Energy Index Fund Admiral Shares | 39.76% | 7.29% | 6.57% | 0.05% | 62.94% | 55.57% | -33.27% | 9.36% | -19.90% | -2.39% |
Returns By Period
In the year-to-date period, FSCSX achieves a -27.86% return, which is significantly lower than VENAX's 39.76% return. Over the past 10 years, FSCSX has outperformed VENAX with an annualized return of 14.26%, while VENAX has yielded a comparatively lower 11.29% annualized return.
FSCSX
- 1D
- 0.94%
- 1M
- -5.55%
- YTD
- -27.86%
- 6M
- -29.20%
- 1Y
- -12.22%
- 3Y*
- 6.48%
- 5Y*
- 3.10%
- 10Y*
- 14.26%
VENAX
- 1D
- -1.12%
- 1M
- 11.69%
- YTD
- 39.76%
- 6M
- 41.02%
- 1Y
- 39.10%
- 3Y*
- 18.90%
- 5Y*
- 25.11%
- 10Y*
- 11.29%
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FSCSX vs. VENAX - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is higher than VENAX's 0.10% expense ratio.
Return for Risk
FSCSX vs. VENAX — Risk / Return Rank
FSCSX
VENAX
FSCSX vs. VENAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Software & IT Services Portfolio (FSCSX) and Vanguard Energy Index Fund Admiral Shares (VENAX). 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.
| FSCSX | VENAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.46 | 1.63 | -2.09 |
Sortino ratioReturn per unit of downside risk | -0.48 | 2.05 | -2.53 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.31 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | -0.48 | 2.09 | -2.57 |
Martin ratioReturn relative to average drawdown | -1.33 | 5.98 | -7.31 |
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
| FSCSX | VENAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.46 | 1.63 | -2.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.95 | -0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.38 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.29 | +0.30 |
Correlation
The correlation between FSCSX and VENAX is 0.44, 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
FSCSX vs. VENAX - Dividend Comparison
FSCSX's dividend yield for the trailing twelve months is around 21.35%, more than VENAX's 2.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 21.35% | 15.40% | 19.17% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 6.20% | 7.15% | 3.98% | 5.22% |
VENAX Vanguard Energy Index Fund Admiral Shares | 2.25% | 3.10% | 3.24% | 3.34% | 3.65% | 3.80% | 4.76% | 3.41% | 3.35% | 2.90% | 2.31% | 3.17% |
Drawdowns
FSCSX vs. VENAX - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -64.66%, smaller than the maximum VENAX drawdown of -74.42%. Use the drawdown chart below to compare losses from any high point for FSCSX and VENAX.
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Drawdown Indicators
| FSCSX | VENAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.66% | -74.42% | +9.76% |
Max Drawdown (1Y)Largest decline over 1 year | -32.62% | -19.04% | -13.58% |
Max Drawdown (5Y)Largest decline over 5 years | -37.06% | -26.59% | -10.47% |
Max Drawdown (10Y)Largest decline over 10 years | -37.06% | -69.58% | +32.52% |
Current DrawdownCurrent decline from peak | -31.99% | -1.12% | -30.87% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -20.09% | +6.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.70% | 6.64% | +5.06% |
Volatility
FSCSX vs. VENAX - Volatility Comparison
Fidelity Select Software & IT Services Portfolio (FSCSX) has a higher volatility of 8.07% compared to Vanguard Energy Index Fund Admiral Shares (VENAX) at 5.01%. This indicates that FSCSX's price experiences larger fluctuations and is considered to be riskier than VENAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCSX | VENAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 5.01% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 20.01% | 13.94% | +6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.30% | 24.99% | +3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.48% | 26.55% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.06% | 30.17% | -6.11% |