FSENX vs. GRHIX
Compare and contrast key facts about Fidelity Select Energy Portfolio (FSENX) and Goehring & Rozencwajg Resources Fund (GRHIX).
FSENX is managed by Fidelity. It was launched on Jul 14, 1981. GRHIX is managed by Goehring & Rozencwajg. It was launched on Dec 29, 2016.
Performance
FSENX vs. GRHIX - Performance Comparison
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FSENX vs. GRHIX - 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% | -4.06% |
GRHIX Goehring & Rozencwajg Resources Fund | 21.33% | 61.65% | -1.51% | 16.61% | 16.38% | 62.15% | -2.74% | 0.01% | -30.03% | -0.96% |
Returns By Period
In the year-to-date period, FSENX achieves a 39.52% return, which is significantly higher than GRHIX's 21.33% 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%
GRHIX
- 1D
- 1.27%
- 1M
- -4.03%
- YTD
- 21.33%
- 6M
- 30.10%
- 1Y
- 89.80%
- 3Y*
- 30.90%
- 5Y*
- 26.38%
- 10Y*
- —
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FSENX vs. GRHIX - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is lower than GRHIX's 0.92% expense ratio.
Return for Risk
FSENX vs. GRHIX — Risk / Return Rank
FSENX
GRHIX
FSENX vs. GRHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and Goehring & Rozencwajg Resources Fund (GRHIX). 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 | GRHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 3.12 | -1.24 |
Sortino ratioReturn per unit of downside risk | 2.38 | 3.48 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.50 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.38 | 5.65 | -3.27 |
Martin ratioReturn relative to average drawdown | 8.35 | 20.93 | -12.58 |
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
| FSENX | GRHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 3.12 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.90 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.41 | -0.08 |
Correlation
The correlation between FSENX and GRHIX is 0.81, 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
FSENX vs. GRHIX - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.39%, less than GRHIX's 2.80% 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% |
GRHIX Goehring & Rozencwajg Resources Fund | 2.80% | 3.39% | 4.02% | 3.19% | 1.21% | 3.25% | 2.03% | 0.57% | 1.18% | 0.51% | 0.00% | 0.00% |
Drawdowns
FSENX vs. GRHIX - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.24%, which is greater than GRHIX's maximum drawdown of -70.61%. Use the drawdown chart below to compare losses from any high point for FSENX and GRHIX.
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Drawdown Indicators
| FSENX | GRHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.24% | -70.61% | -5.63% |
Max Drawdown (1Y)Largest decline over 1 year | -19.96% | -16.02% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -31.47% | +3.45% |
Max Drawdown (10Y)Largest decline over 10 years | -72.11% | — | — |
Current DrawdownCurrent decline from peak | -1.93% | -4.03% | +2.10% |
Average DrawdownAverage peak-to-trough decline | -17.06% | -18.48% | +1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.69% | 4.34% | +1.35% |
Volatility
FSENX vs. GRHIX - Volatility Comparison
The current volatility for Fidelity Select Energy Portfolio (FSENX) is 5.04%, while Goehring & Rozencwajg Resources Fund (GRHIX) has a volatility of 8.04%. This indicates that FSENX experiences smaller price fluctuations and is considered to be less risky than GRHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSENX | GRHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 8.04% | -3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 13.46% | 20.99% | -7.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.64% | 29.26% | -4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.41% | 29.52% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 29.67% | +1.32% |