FSENX vs. FSAGX
FSENX (Fidelity Select Energy Portfolio) and FSAGX (Fidelity Select Gold Portfolio) are both mutual funds - FSENX is a Energy Equities fund actively managed by Fidelity, while FSAGX is a Gold fund managed by Fidelity. Over the past 10 years, FSENX returned 9.81%/yr vs 8.27%/yr for FSAGX. Their 0.28 correlation means their historical movements had little consistent relationship. FSENX charges 0.77%/yr vs 0.73%/yr for FSAGX.
Performance
FSENX vs. FSAGX - Performance Comparison
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Returns By Period
In the year-to-date period, FSENX achieves a 37.55% return, which is significantly higher than FSAGX's -10.86% return. Over the past 10 years, FSENX has outperformed FSAGX with an annualized return of 9.81%, while FSAGX has yielded a comparatively lower 8.27% annualized return.
FSENX
- 1D
- 1.59%
- 1M
- 9.38%
- 6M
- 20.24%
- YTD
- 37.55%
- 1Y
- 44.60%
- 3Y*
- 16.25%
- 5Y*
- 25.29%
- 10Y*
- 9.81%
- ALL TIME*
- 8.25%
FSAGX
- 1D
- -0.39%
- 1M
- -2.29%
- 6M
- -28.59%
- YTD
- -10.86%
- 1Y
- 40.81%
- 3Y*
- 34.45%
- 5Y*
- 14.45%
- 10Y*
- 8.27%
- ALL TIME*
- 6.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSENX vs. FSAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 37.55% | 10.56% | 4.26% | 0.94% | 62.98% | 55.31% | -32.51% | 9.90% | -24.94% | -2.65% |
FSAGX Fidelity Select Gold Portfolio | -10.86% | 143.05% | 14.97% | -0.37% | -13.46% | -10.44% | 26.83% | 35.50% | -13.00% | 8.63% |
Correlation
The correlation between FSENX and FSAGX is -0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.24 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.17 |
Correlation (All Time) Calculated using the full available price history since Dec 16, 1985 | 0.28 |
The correlation between FSENX and FSAGX shifts across timeframes, from -0.00 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FSENX vs. FSAGX — Risk / Return Rank
FSENX
FSAGX
FSENX vs. FSAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and Fidelity Select Gold Portfolio (FSAGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSENX | FSAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.17 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 0.98 | +2.56 |
| Martin ratioReturn relative to average drawdown | 9.62 | 2.17 | +7.45 |
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Drawdowns
FSENX vs. FSAGX - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.24%, roughly equal to the maximum FSAGX drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for FSENX and FSAGX.
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Drawdown Indicators
| FSENX | FSAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.24% | -77.21% | +0.97% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -37.90% | +25.68% |
Max Drawdown (3Y)Largest decline over 3 years | -25.85% | -37.90% | +12.05% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -45.94% | +17.92% |
Max Drawdown (10Y)Largest decline over 10 years | -72.11% | -50.57% | -21.54% |
Current DrawdownCurrent decline from peak | -3.32% | -34.72% | +31.40% |
Average DrawdownAverage peak-to-trough decline | -16.98% | -33.34% | +16.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 17.01% | -12.48% |
Volatility
FSENX vs. FSAGX - Volatility Comparison
The current volatility for Fidelity Select Energy Portfolio (FSENX) is 5.88%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 11.61%. This indicates that FSENX experiences smaller price fluctuations and is considered to be less risky than FSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSENX | FSAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 11.61% | -5.73% |
Volatility (6M)Calculated over the trailing 6-month period | 15.85% | 38.36% | -22.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.17% | 46.07% | -25.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.01% | 34.48% | -7.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.84% | 33.39% | -2.55% |
FSENX vs. FSAGX - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is higher than FSAGX's 0.73% expense ratio.
Dividends
FSENX vs. FSAGX - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.56%, less than FSAGX's 5.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 5.76% | 2.17% | 3.62% | 0.99% | 0.36% | 1.60% | 4.40% | 0.40% | 0.00% | 0.22% | 3.57% | 0.00% |
FSENX Fidelity Select Energy Portfolio | 1.56% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
Frequently Asked Questions
FSENX and FSAGX have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSAGX has higher volatility (11.61%) compared to FSENX (5.88%). In terms of maximum drawdown, FSENX dropped -76.24% vs FSAGX's -77.21%.
FSENX currently has the higher Sharpe Ratio (2.14 vs 0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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