FSHOX vs. FDLSX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Leisure Portfolio (FDLSX).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. FDLSX is managed by Fidelity Investments. It was launched on May 7, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or FDLSX.
Key characteristics
| FSHOX | FDLSX | |
|---|---|---|
| YTD Return | 22.91% | 22.16% |
| 1Y Return | 46.43% | 36.71% |
| 3Y Return (Ann) | 9.33% | 10.21% |
| 5Y Return (Ann) | 16.41% | 15.96% |
| 10Y Return (Ann) | 9.49% | 13.15% |
| Sharpe Ratio | 2.43 | 2.52 |
| Sortino Ratio | 3.38 | 3.43 |
| Omega Ratio | 1.41 | 1.45 |
| Calmar Ratio | 2.62 | 1.43 |
| Martin Ratio | 10.22 | 14.33 |
| Ulcer Index | 4.56% | 2.54% |
| Daily Std Dev | 19.23% | 14.44% |
| Max Drawdown | -60.78% | -94.48% |
| Current Drawdown | -1.97% | 0.00% |
Correlation
The correlation between FSHOX and FDLSX is 0.68, 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
FSHOX vs. FDLSX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FSHOX having a 22.91% return and FDLSX slightly lower at 22.16%. Over the past 10 years, FSHOX has underperformed FDLSX with an annualized return of 9.49%, while FDLSX has yielded a comparatively higher 13.15% annualized return. 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. FDLSX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than FDLSX's 0.74% expense ratio.
Risk-Adjusted Performance
FSHOX vs. FDLSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Leisure Portfolio (FDLSX). 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. FDLSX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 0.67%, more than FDLSX's 0.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 0.67% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% | 8.70% |
FDLSX Fidelity Select Leisure Portfolio | 0.36% | 0.39% | 0.37% | 0.11% | 0.45% | 0.71% | 1.22% | 0.83% | 1.01% | 2.88% | 4.21% | 8.06% |
Drawdowns
FSHOX vs. FDLSX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, smaller than the maximum FDLSX drawdown of -94.48%. Use the drawdown chart below to compare losses from any high point for FSHOX and FDLSX. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. FDLSX - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 4.62% compared to Fidelity Select Leisure Portfolio (FDLSX) at 4.13%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than FDLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.