FSHCX vs. FBSOX
Compare and contrast key facts about Fidelity Select Health Care Services Portfolio (FSHCX) and Fidelity Select IT Services Portfolio (FBSOX).
FSHCX is managed by Fidelity. It was launched on Jun 30, 1986. FBSOX is managed by Fidelity. It was launched on Feb 4, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHCX or FBSOX.
Correlation
The correlation between FSHCX and FBSOX is 0.61, 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.
Maximize Your Portfolio’s Potential
Does your portfolio have the optimal asset allocation aligned with your goals? Find it out with our portfolio optimizer
Try portfolio optimization nowPerformance
FSHCX vs. FBSOX - Performance Comparison
Key characteristics
FSHCX:
-0.48
FBSOX:
0.21
FSHCX:
-0.49
FBSOX:
0.41
FSHCX:
0.93
FBSOX:
1.07
FSHCX:
-0.34
FBSOX:
0.17
FSHCX:
-0.84
FBSOX:
0.64
FSHCX:
12.54%
FBSOX:
7.29%
FSHCX:
22.11%
FBSOX:
22.22%
FSHCX:
-57.77%
FBSOX:
-49.59%
FSHCX:
-24.58%
FBSOX:
-21.16%
Returns By Period
In the year-to-date period, FSHCX achieves a 8.35% return, which is significantly higher than FBSOX's -12.06% return. Over the past 10 years, FSHCX has underperformed FBSOX with an annualized return of 2.37%, while FBSOX has yielded a comparatively higher 9.90% annualized return.
FSHCX
8.35%
-3.26%
-10.79%
-10.63%
2.07%
2.37%
FBSOX
-12.06%
-2.12%
-6.91%
3.84%
4.61%
9.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSHCX vs. FBSOX - Expense Ratio Comparison
FSHCX has a 0.71% expense ratio, which is higher than FBSOX's 0.70% expense ratio.
Risk-Adjusted Performance
FSHCX vs. FBSOX — Risk-Adjusted Performance Rank
FSHCX
FBSOX
FSHCX vs. FBSOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Health Care Services Portfolio (FSHCX) and Fidelity Select IT Services Portfolio (FBSOX). 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
FSHCX vs. FBSOX - Dividend Comparison
FSHCX's dividend yield for the trailing twelve months is around 0.64%, more than FBSOX's 0.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | 0.64% | 0.71% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% |
FBSOX Fidelity Select IT Services Portfolio | 0.10% | 0.07% | 0.01% | 0.02% | 0.00% | 0.01% | 0.04% | 0.06% | 0.04% | 0.32% | 2.98% | 0.44% |
Drawdowns
FSHCX vs. FBSOX - Drawdown Comparison
The maximum FSHCX drawdown since its inception was -57.77%, which is greater than FBSOX's maximum drawdown of -49.59%. Use the drawdown chart below to compare losses from any high point for FSHCX and FBSOX. For additional features, visit the drawdowns tool.
Volatility
FSHCX vs. FBSOX - Volatility Comparison
The current volatility for Fidelity Select Health Care Services Portfolio (FSHCX) is 11.05%, while Fidelity Select IT Services Portfolio (FBSOX) has a volatility of 16.86%. This indicates that FSHCX experiences smaller price fluctuations and is considered to be less risky than FBSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with FSHCX or FBSOX
-1%
YTD
Recent discussions
Going forward performance roughly coinciding with historically optimized portfolios on this site?
I'm quite new to the site, but I am concerned that a portfolio optimized with past data may have no bearing at all on its future performance. Has anyone been around long enough to speak to this concern. Have you outperformed a relevant benchmark with actual invested money?
Also, if you've been here awhile, what tools on the site do you find most useful?
Thanks for reading!
Bob Peticolas
Getting Historical Performance - capped by available data?
Silverback
Colors of plots
A lot of the colors used in plotting multiple investments (like the stock comparison graphs) are very close to each other. It's often very difficult to distinguish between them.
Is it possible to change these colors myself? If not, is that a feature in the pipeline?
Thanks
BB