FSHOX vs. FBGRX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Blue Chip Growth Fund (FBGRX).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or FBGRX.
Key characteristics
| FSHOX | FBGRX | |
|---|---|---|
| YTD Return | 18.91% | 17.83% |
| 1Y Return | 30.59% | 28.49% |
| 3Y Return (Ann) | 13.02% | 5.26% |
| 5Y Return (Ann) | 19.73% | 19.89% |
| 10Y Return (Ann) | 15.87% | 16.58% |
| Sharpe Ratio | 1.59 | 1.42 |
| Daily Std Dev | 20.11% | 20.53% |
| Max Drawdown | -60.78% | -57.42% |
| Current Drawdown | 0.00% | -10.97% |
Correlation
The correlation between FSHOX and FBGRX is 0.70, 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
FSHOX vs. FBGRX - Performance Comparison
In the year-to-date period, FSHOX achieves a 18.91% return, which is significantly higher than FBGRX's 17.83% return. Both investments have delivered pretty close results over the past 10 years, with FSHOX having a 15.87% annualized return and FBGRX not far ahead at 16.58%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSHOX vs. FBGRX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FSHOX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Blue Chip Growth Fund (FBGRX). 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
FSHOX vs. FBGRX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 1.57%, more than FBGRX's 0.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 1.57% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.68% | 13.62% | 3.61% | 3.30% | 11.79% | 8.70% |
FBGRX Fidelity Blue Chip Growth Fund | 0.27% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
FSHOX vs. FBGRX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FSHOX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Select Construction & Housing Portfolio (FSHOX) is 5.62%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 8.75%. This indicates that FSHOX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.