FSELX vs. BOGSX
Compare and contrast key facts about Fidelity Select Semiconductors Portfolio (FSELX) and Black Oak Emerging Technology Fund (BOGSX).
FSELX is managed by Fidelity. It was launched on Jul 29, 1985. BOGSX is managed by Oak Associates. It was launched on Dec 28, 2000.
Performance
FSELX vs. BOGSX - Performance Comparison
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FSELX vs. BOGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 52.17% | 49.68% | 78.49% | -35.27% | 59.16% | 44.33% | 64.50% | -12.01% | 34.51% |
BOGSX Black Oak Emerging Technology Fund | -1.72% | 19.06% | 9.25% | 17.79% | -27.30% | 26.89% | 45.16% | 38.20% | -4.94% | 19.05% |
Returns By Period
Over the past 10 years, FSELX has outperformed BOGSX with an annualized return of 31.42%, while BOGSX has yielded a comparatively lower 13.86% annualized return.
FSELX
- 1D
- -4.27%
- 1M
- -9.75%
- YTD
- 0.00%
- 6M
- 7.40%
- 1Y
- 85.27%
- 3Y*
- 43.05%
- 5Y*
- 30.67%
- 10Y*
- 31.42%
BOGSX
- 1D
- -1.48%
- 1M
- -6.64%
- YTD
- -1.72%
- 6M
- -0.71%
- 1Y
- 24.96%
- 3Y*
- 10.34%
- 5Y*
- 5.28%
- 10Y*
- 13.86%
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FSELX vs. BOGSX - Expense Ratio Comparison
FSELX has a 0.68% expense ratio, which is lower than BOGSX's 1.03% expense ratio.
Return for Risk
FSELX vs. BOGSX — Risk / Return Rank
FSELX
BOGSX
FSELX vs. BOGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Semiconductors Portfolio (FSELX) and Black Oak Emerging Technology Fund (BOGSX). 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.
| FSELX | BOGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.07 | 0.95 | +1.12 |
Sortino ratioReturn per unit of downside risk | 2.72 | 1.47 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.20 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 4.58 | 1.65 | +2.93 |
Martin ratioReturn relative to average drawdown | 18.71 | 5.85 | +12.86 |
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
| FSELX | BOGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 0.95 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.21 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 0.57 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.06 | +0.44 |
Correlation
The correlation between FSELX and BOGSX is 0.85, 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.
Dividends
FSELX vs. BOGSX - Dividend Comparison
FSELX's dividend yield for the trailing twelve months is around 11.11%, more than BOGSX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSELX Fidelity Select Semiconductors Portfolio | 11.11% | 11.11% | 7.97% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.44% | 3.82% | 15.22% |
BOGSX Black Oak Emerging Technology Fund | 5.86% | 5.76% | 7.96% | 3.79% | 1.87% | 11.31% | 6.30% | 5.47% | 11.71% | 7.71% | 4.00% | 3.09% |
Drawdowns
FSELX vs. BOGSX - Drawdown Comparison
The maximum FSELX drawdown since its inception was -82.54%, smaller than the maximum BOGSX drawdown of -92.80%. Use the drawdown chart below to compare losses from any high point for FSELX and BOGSX.
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Drawdown Indicators
| FSELX | BOGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.54% | -92.80% | +10.26% |
Max Drawdown (1Y)Largest decline over 1 year | -17.23% | -12.77% | -4.46% |
Max Drawdown (5Y)Largest decline over 5 years | -46.37% | -33.93% | -12.44% |
Max Drawdown (10Y)Largest decline over 10 years | -46.37% | -33.93% | -12.44% |
Current DrawdownCurrent decline from peak | -14.38% | -10.20% | -4.18% |
Average DrawdownAverage peak-to-trough decline | -28.82% | -59.36% | +30.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 3.60% | +0.61% |
Volatility
FSELX vs. BOGSX - Volatility Comparison
Fidelity Select Semiconductors Portfolio (FSELX) has a higher volatility of 10.47% compared to Black Oak Emerging Technology Fund (BOGSX) at 7.10%. This indicates that FSELX's price experiences larger fluctuations and is considered to be riskier than BOGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSELX | BOGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.47% | 7.10% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 24.91% | 16.64% | +8.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.89% | 25.96% | +14.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.58% | 25.14% | +13.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.71% | 24.44% | +10.27% |