FSENX vs. FSDAX
Compare and contrast key facts about Fidelity Select Energy Portfolio (FSENX) and Fidelity Select Defense & Aerospace Portfolio (FSDAX).
FSENX is managed by Fidelity. It was launched on Jul 14, 1981. FSDAX is managed by Fidelity. It was launched on May 8, 1984.
Performance
FSENX vs. FSDAX - Performance Comparison
Loading graphics...
FSENX vs. FSDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 39.52% | 10.56% | 4.26% | 0.94% | 62.98% | 55.31% | -32.51% | 9.90% | -24.94% | -2.65% |
FSDAX Fidelity Select Defense & Aerospace Portfolio | 0.15% | 50.03% | 15.83% | 16.29% | 6.83% | 4.91% | -7.87% | 33.75% | -6.83% | 34.15% |
Returns By Period
In the year-to-date period, FSENX achieves a 39.52% return, which is significantly higher than FSDAX's 0.15% return. Over the past 10 years, FSENX has underperformed FSDAX with an annualized return of 11.34%, while FSDAX has yielded a comparatively higher 15.39% annualized return.
FSENX
- 1D
- -0.72%
- 1M
- 7.77%
- YTD
- 39.52%
- 6M
- 41.43%
- 1Y
- 45.11%
- 3Y*
- 19.09%
- 5Y*
- 25.77%
- 10Y*
- 11.34%
FSDAX
- 1D
- 3.85%
- 1M
- -12.91%
- YTD
- 0.15%
- 6M
- 2.83%
- 1Y
- 38.75%
- 3Y*
- 25.22%
- 5Y*
- 15.72%
- 10Y*
- 15.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSENX vs. FSDAX - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is higher than FSDAX's 0.74% expense ratio.
Return for Risk
FSENX vs. FSDAX — Risk / Return Rank
FSENX
FSDAX
FSENX vs. FSDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and Fidelity Select Defense & Aerospace Portfolio (FSDAX). 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.
| FSENX | FSDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 1.70 | +0.18 |
Sortino ratioReturn per unit of downside risk | 2.38 | 2.27 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.33 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.38 | 2.44 | -0.06 |
Martin ratioReturn relative to average drawdown | 8.35 | 9.56 | -1.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSENX | FSDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 1.70 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.79 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.70 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.63 | -0.31 |
Correlation
The correlation between FSENX and FSDAX 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
FSENX vs. FSDAX - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.39%, less than FSDAX's 4.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 1.39% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
FSDAX Fidelity Select Defense & Aerospace Portfolio | 4.48% | 4.48% | 7.68% | 6.47% | 8.87% | 8.38% | 2.11% | 2.62% | 11.45% | 3.57% | 4.87% | 6.30% |
Drawdowns
FSENX vs. FSDAX - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.24%, which is greater than FSDAX's maximum drawdown of -60.59%. Use the drawdown chart below to compare losses from any high point for FSENX and FSDAX.
Loading graphics...
Drawdown Indicators
| FSENX | FSDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.24% | -60.59% | -15.65% |
Max Drawdown (1Y)Largest decline over 1 year | -19.96% | -16.13% | -3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -22.84% | -5.18% |
Max Drawdown (10Y)Largest decline over 10 years | -72.11% | -47.08% | -25.03% |
Current DrawdownCurrent decline from peak | -1.93% | -12.91% | +10.98% |
Average DrawdownAverage peak-to-trough decline | -17.06% | -10.45% | -6.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.69% | 4.12% | +1.57% |
Volatility
FSENX vs. FSDAX - Volatility Comparison
The current volatility for Fidelity Select Energy Portfolio (FSENX) is 5.04%, while Fidelity Select Defense & Aerospace Portfolio (FSDAX) has a volatility of 8.46%. This indicates that FSENX experiences smaller price fluctuations and is considered to be less risky than FSDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSENX | FSDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 8.46% | -3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 13.46% | 15.97% | -2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.64% | 23.47% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.41% | 20.00% | +7.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 22.10% | +8.89% |