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.
Performance
FSHCX vs. FBSOX - Performance Comparison
Returns By Period
In the year-to-date period, FSHCX achieves a -8.35% return, which is significantly lower than FBSOX's 7.50% return. Over the past 10 years, FSHCX has underperformed FBSOX with an annualized return of 4.30%, while FBSOX has yielded a comparatively higher 6.21% annualized return.
FSHCX
-8.35%
-6.27%
-2.98%
-5.42%
4.77%
4.30%
FBSOX
7.50%
2.49%
14.10%
12.20%
-2.23%
6.21%
Key characteristics
| FSHCX | FBSOX | |
|---|---|---|
| Sharpe Ratio | -0.34 | 0.79 |
| Sortino Ratio | -0.37 | 1.09 |
| Omega Ratio | 0.95 | 1.16 |
| Calmar Ratio | -0.32 | 0.27 |
| Martin Ratio | -0.81 | 1.30 |
| Ulcer Index | 6.79% | 9.63% |
| Daily Std Dev | 16.07% | 15.96% |
| Max Drawdown | -57.77% | -54.04% |
| Current Drawdown | -15.16% | -35.79% |
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FSHCX vs. FBSOX - Expense Ratio Comparison
FSHCX has a 0.71% expense ratio, which is higher than FBSOX's 0.70% expense ratio.
Correlation
The correlation between FSHCX and FBSOX is 0.57, 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.
Risk-Adjusted Performance
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 0.39%, more than FBSOX's 0.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | 0.39% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% | 5.98% |
FBSOX Fidelity Select IT Services Portfolio | 0.01% | 0.01% | 0.02% | 0.00% | 0.01% | 0.04% | 0.06% | 0.04% | 0.32% | 2.98% | 0.44% | 2.84% |
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 -54.04%. 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
Fidelity Select Health Care Services Portfolio (FSHCX) has a higher volatility of 6.04% compared to Fidelity Select IT Services Portfolio (FBSOX) at 4.78%. This indicates that FSHCX's price experiences larger fluctuations and is considered to be riskier than FBSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.