Correlation
The correlation between FSHOX and FOCPX is 0.75, 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.
FSHOX vs. FOCPX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity OTC Portfolio (FOCPX).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or FOCPX.
Performance
FSHOX vs. FOCPX - Performance Comparison
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Key characteristics
FSHOX:
0.28
FOCPX:
0.36
FSHOX:
0.58
FOCPX:
0.55
FSHOX:
1.07
FOCPX:
1.08
FSHOX:
0.26
FOCPX:
0.28
FSHOX:
0.67
FOCPX:
0.82
FSHOX:
9.53%
FOCPX:
8.56%
FSHOX:
22.38%
FOCPX:
25.81%
FSHOX:
-60.96%
FOCPX:
-69.01%
FSHOX:
-13.34%
FOCPX:
-8.90%
Returns By Period
In the year-to-date period, FSHOX achieves a -2.11% return, which is significantly higher than FOCPX's -4.61% return. Over the past 10 years, FSHOX has underperformed FOCPX with an annualized return of 13.74%, while FOCPX has yielded a comparatively higher 16.37% annualized return.
FSHOX
-2.11%
3.69%
-12.70%
6.23%
14.11%
18.71%
13.74%
FOCPX
-4.61%
7.73%
-1.95%
9.29%
18.61%
16.37%
16.37%
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FSHOX vs. FOCPX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FSHOX vs. FOCPX — Risk-Adjusted Performance Rank
FSHOX
FOCPX
FSHOX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity OTC Portfolio (FOCPX). 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
FSHOX vs. FOCPX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 3.92%, less than FOCPX's 14.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 3.92% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.68% | 13.62% | 3.61% | 3.26% | 11.71% |
FOCPX Fidelity OTC Portfolio | 14.27% | 13.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% |
Drawdowns
FSHOX vs. FOCPX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.96%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FSHOX and FOCPX.
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Volatility
FSHOX vs. FOCPX - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 6.24% compared to Fidelity OTC Portfolio (FOCPX) at 5.57%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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