FSHCX vs. FSPCX
Compare and contrast key facts about Fidelity Select Health Care Services Portfolio (FSHCX) and Fidelity Select Insurance Portfolio (FSPCX).
FSHCX is managed by Fidelity. It was launched on Jun 30, 1986. FSPCX is managed by Fidelity. It was launched on Dec 16, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHCX or FSPCX.
Correlation
The correlation between FSHCX and FSPCX is 0.60, 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.
Performance
FSHCX vs. FSPCX - Performance Comparison
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Key characteristics
FSHCX:
-0.66
FSPCX:
0.97
FSHCX:
-0.69
FSPCX:
1.47
FSHCX:
0.90
FSPCX:
1.21
FSHCX:
-0.45
FSPCX:
1.67
FSHCX:
-1.07
FSPCX:
4.70
FSHCX:
12.81%
FSPCX:
4.06%
FSHCX:
22.03%
FSPCX:
18.58%
FSHCX:
-57.77%
FSPCX:
-69.12%
FSHCX:
-25.57%
FSPCX:
-3.38%
Returns By Period
In the year-to-date period, FSHCX achieves a 6.92% return, which is significantly higher than FSPCX's 4.93% return. Over the past 10 years, FSHCX has underperformed FSPCX with an annualized return of 2.20%, while FSPCX has yielded a comparatively higher 13.12% annualized return.
FSHCX
6.92%
-9.78%
-16.09%
-14.62%
1.26%
2.20%
FSPCX
4.93%
4.39%
0.76%
17.24%
23.17%
13.12%
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FSHCX vs. FSPCX - Expense Ratio Comparison
FSHCX has a 0.71% expense ratio, which is lower than FSPCX's 0.78% expense ratio.
Risk-Adjusted Performance
FSHCX vs. FSPCX — Risk-Adjusted Performance Rank
FSHCX
FSPCX
FSHCX vs. FSPCX - 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 Insurance Portfolio (FSPCX). 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.
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Dividends
FSHCX vs. FSPCX - Dividend Comparison
FSHCX's dividend yield for the trailing twelve months is around 0.65%, less than FSPCX's 5.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | 0.65% | 0.71% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% |
FSPCX Fidelity Select Insurance Portfolio | 5.50% | 8.72% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 33.30% | 12.52% | 2.81% | 3.27% | 11.09% |
Drawdowns
FSHCX vs. FSPCX - Drawdown Comparison
The maximum FSHCX drawdown since its inception was -57.77%, smaller than the maximum FSPCX drawdown of -69.12%. Use the drawdown chart below to compare losses from any high point for FSHCX and FSPCX. For additional features, visit the drawdowns tool.
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Volatility
FSHCX vs. FSPCX - Volatility Comparison
Fidelity Select Health Care Services Portfolio (FSHCX) has a higher volatility of 9.28% compared to Fidelity Select Insurance Portfolio (FSPCX) at 6.19%. This indicates that FSHCX's price experiences larger fluctuations and is considered to be riskier than FSPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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