FSHOX vs. FBGRX

In the year-to-date period, FSHOX achieves a -3.95% return, which is significantly higher than FBGRX's -10.27% return. Over the past 10 years, FSHOX has underperformed FBGRX with an annualized return of 7.80%, while FBGRX has yielded a comparatively higher 11.59% annualized return.

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FSHOX has a 0.76% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

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.

The current FSHOX Sharpe Ratio is -0.07, which is lower than the FBGRX Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of FSHOX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSHOX's dividend yield for the trailing twelve months is around 3.25%, more than FBGRX's 0.26% yield.

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.