FSHCX vs. FSPHX
Compare and contrast key facts about Fidelity Select Health Care Services Portfolio (FSHCX) and Fidelity® Select Health Care Portfolio (FSPHX).
FSHCX is managed by Fidelity. It was launched on Jun 30, 1986. FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHCX or FSPHX.
Correlation
The correlation between FSHCX and FSPHX is 0.71, 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.
Performance
FSHCX vs. FSPHX - Performance Comparison
Key characteristics
FSHCX:
-0.92
FSPHX:
0.34
FSHCX:
-1.18
FSPHX:
0.54
FSHCX:
0.85
FSPHX:
1.07
FSHCX:
-0.66
FSPHX:
0.22
FSHCX:
-2.00
FSPHX:
1.09
FSHCX:
7.69%
FSPHX:
4.52%
FSHCX:
16.77%
FSPHX:
14.51%
FSHCX:
-57.77%
FSPHX:
-91.65%
FSHCX:
-22.63%
FSPHX:
-17.61%
Returns By Period
In the year-to-date period, FSHCX achieves a -16.42% return, which is significantly lower than FSPHX's 1.32% return. Over the past 10 years, FSHCX has outperformed FSPHX with an annualized return of 3.51%, while FSPHX has yielded a comparatively lower 3.27% annualized return.
FSHCX
-16.42%
-8.94%
-8.66%
-15.80%
1.65%
3.51%
FSPHX
1.32%
-2.96%
2.14%
3.92%
0.56%
3.27%
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FSHCX vs. FSPHX - Expense Ratio Comparison
FSHCX has a 0.71% expense ratio, which is higher than FSPHX's 0.69% expense ratio.
Risk-Adjusted Performance
FSHCX vs. FSPHX - 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 Health Care Portfolio (FSPHX). 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. FSPHX - Dividend Comparison
FSHCX's dividend yield for the trailing twelve months is around 0.43%, while FSPHX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | 0.43% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% | 5.98% |
FSPHX Fidelity® Select Health Care Portfolio | 0.00% | 0.00% | 0.00% | 0.13% | 0.58% | 0.11% | 0.15% | 0.17% | 0.13% | 4.61% | 4.79% | 10.40% |
Drawdowns
FSHCX vs. FSPHX - Drawdown Comparison
The maximum FSHCX drawdown since its inception was -57.77%, smaller than the maximum FSPHX drawdown of -91.65%. Use the drawdown chart below to compare losses from any high point for FSHCX and FSPHX. For additional features, visit the drawdowns tool.
Volatility
FSHCX vs. FSPHX - Volatility Comparison
Fidelity Select Health Care Services Portfolio (FSHCX) has a higher volatility of 6.49% compared to Fidelity® Select Health Care Portfolio (FSPHX) at 4.46%. This indicates that FSHCX's price experiences larger fluctuations and is considered to be riskier than FSPHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.