FSDAX vs. FSENX
Compare and contrast key facts about Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Fidelity Select Energy Portfolio (FSENX).
FSDAX is managed by Fidelity. It was launched on May 8, 1984. FSENX is managed by Fidelity. It was launched on Jul 14, 1981.
Performance
FSDAX vs. FSENX - Performance Comparison
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FSDAX vs. FSENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSDAX Fidelity Select Defense & Aerospace Portfolio | -3.56% | 50.03% | 15.83% | 16.29% | 6.83% | 4.91% | -7.87% | 33.75% | -6.83% | 34.15% |
FSENX Fidelity Select Energy Portfolio | 40.53% | 10.56% | 4.26% | 0.94% | 62.98% | 55.31% | -32.51% | 9.90% | -24.94% | -2.65% |
Returns By Period
In the year-to-date period, FSDAX achieves a -3.56% return, which is significantly lower than FSENX's 40.53% return. Over the past 10 years, FSDAX has outperformed FSENX with an annualized return of 14.95%, while FSENX has yielded a comparatively lower 11.42% annualized return.
FSDAX
- 1D
- -2.27%
- 1M
- -14.26%
- YTD
- -3.56%
- 6M
- -1.06%
- 1Y
- 34.57%
- 3Y*
- 23.65%
- 5Y*
- 15.00%
- 10Y*
- 14.95%
FSENX
- 1D
- -1.22%
- 1M
- 10.46%
- YTD
- 40.53%
- 6M
- 42.43%
- 1Y
- 47.28%
- 3Y*
- 19.38%
- 5Y*
- 26.59%
- 10Y*
- 11.42%
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FSDAX vs. FSENX - Expense Ratio Comparison
FSDAX has a 0.74% expense ratio, which is lower than FSENX's 0.77% expense ratio.
Return for Risk
FSDAX vs. FSENX — Risk / Return Rank
FSDAX
FSENX
FSDAX vs. FSENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Fidelity Select Energy Portfolio (FSENX). 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.
| FSDAX | FSENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.98 | -0.50 |
Sortino ratioReturn per unit of downside risk | 2.02 | 2.47 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.37 | -0.42 |
Martin ratioReturn relative to average drawdown | 7.81 | 8.33 | -0.52 |
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
| FSDAX | FSENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.98 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.98 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.37 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.33 | +0.30 |
Correlation
The correlation between FSDAX and FSENX is 0.48, 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
FSDAX vs. FSENX - Dividend Comparison
FSDAX's dividend yield for the trailing twelve months is around 4.65%, more than FSENX's 1.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDAX Fidelity Select Defense & Aerospace Portfolio | 4.65% | 4.48% | 7.68% | 6.47% | 8.87% | 8.38% | 2.11% | 2.62% | 11.45% | 3.57% | 4.87% | 6.30% |
FSENX Fidelity Select Energy Portfolio | 1.38% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
Drawdowns
FSDAX vs. FSENX - Drawdown Comparison
The maximum FSDAX drawdown since its inception was -60.59%, smaller than the maximum FSENX drawdown of -76.24%. Use the drawdown chart below to compare losses from any high point for FSDAX and FSENX.
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Drawdown Indicators
| FSDAX | FSENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.59% | -76.24% | +15.65% |
Max Drawdown (1Y)Largest decline over 1 year | -16.13% | -19.96% | +3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -22.84% | -28.02% | +5.18% |
Max Drawdown (10Y)Largest decline over 10 years | -47.08% | -72.11% | +25.03% |
Current DrawdownCurrent decline from peak | -16.13% | -1.22% | -14.91% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -17.06% | +6.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 5.69% | -1.65% |
Volatility
FSDAX vs. FSENX - Volatility Comparison
Fidelity Select Defense & Aerospace Portfolio (FSDAX) has a higher volatility of 7.71% compared to Fidelity Select Energy Portfolio (FSENX) at 5.09%. This indicates that FSDAX's price experiences larger fluctuations and is considered to be riskier than FSENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSDAX | FSENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 5.09% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 15.52% | 13.62% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.22% | 24.68% | -1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 27.41% | -7.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.07% | 30.99% | -8.92% |