FSDPX vs. VMIAX

In the year-to-date period, FSDPX achieves a 3.64% return, which is significantly higher than VMIAX's 2.26% return. Over the past 10 years, FSDPX has underperformed VMIAX with an annualized return of 1.85%, while VMIAX has yielded a comparatively higher 7.43% annualized return.

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FSDPX has a 0.74% expense ratio, which is higher than VMIAX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Materials Portfolio (FSDPX) and Vanguard Materials Index Fund Admiral Shares (VMIAX). 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 FSDPX Sharpe Ratio is -0.66, which is lower than the VMIAX Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of FSDPX and VMIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSDPX's dividend yield for the trailing twelve months is around 1.01%, less than VMIAX's 1.75% yield.

The maximum FSDPX drawdown since its inception was -64.19%, roughly equal to the maximum VMIAX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for FSDPX and VMIAX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Select Materials Portfolio (FSDPX) is 5.04%, while Vanguard Materials Index Fund Admiral Shares (VMIAX) has a volatility of 5.69%. This indicates that FSDPX experiences smaller price fluctuations and is considered to be less risky than VMIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.