FSELX vs. FELIX
Compare and contrast key facts about Fidelity Select Semiconductors Portfolio (FSELX) and Fidelity Advisor Semiconductors Fund Class I (FELIX).
FSELX is managed by Fidelity. It was launched on Jul 29, 1985. FELIX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSELX or FELIX.
Performance
FSELX vs. FELIX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FSELX having a 37.98% return and FELIX slightly lower at 36.51%. Over the past 10 years, FSELX has underperformed FELIX with an annualized return of 17.99%, while FELIX has yielded a comparatively higher 21.28% annualized return.
FSELX
37.98%
-3.46%
5.09%
41.32%
22.76%
17.99%
FELIX
36.51%
-5.03%
4.12%
44.26%
26.83%
21.28%
Key characteristics
| FSELX | FELIX | |
|---|---|---|
| Sharpe Ratio | 1.13 | 1.25 |
| Sortino Ratio | 1.65 | 1.77 |
| Omega Ratio | 1.21 | 1.23 |
| Calmar Ratio | 1.68 | 1.84 |
| Martin Ratio | 4.77 | 5.21 |
| Ulcer Index | 8.57% | 8.55% |
| Daily Std Dev | 36.04% | 35.54% |
| Max Drawdown | -81.70% | -71.17% |
| Current Drawdown | -11.60% | -12.64% |
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FSELX vs. FELIX - Expense Ratio Comparison
FSELX has a 0.68% expense ratio, which is lower than FELIX's 0.75% expense ratio.
Correlation
The correlation between FSELX and FELIX is 0.99, 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.
Risk-Adjusted Performance
FSELX vs. FELIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Semiconductors Portfolio (FSELX) and Fidelity Advisor Semiconductors Fund Class I (FELIX). 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
FSELX vs. FELIX - Dividend Comparison
FSELX's dividend yield for the trailing twelve months is around 0.07%, while FELIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSELX Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.34% | 0.89% | 0.75% | 0.44% | 10.62% | 0.11% | 0.00% |
Drawdowns
FSELX vs. FELIX - Drawdown Comparison
The maximum FSELX drawdown since its inception was -81.70%, which is greater than FELIX's maximum drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for FSELX and FELIX. For additional features, visit the drawdowns tool.
Volatility
FSELX vs. FELIX - Volatility Comparison
Fidelity Select Semiconductors Portfolio (FSELX) and Fidelity Advisor Semiconductors Fund Class I (FELIX) have volatilities of 9.31% and 9.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.