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.
Key characteristics
| FSHOX | FOCPX | |
|---|---|---|
| YTD Return | 24.71% | 32.00% |
| 1Y Return | 50.87% | 44.05% |
| 3Y Return (Ann) | 9.61% | 7.65% |
| 5Y Return (Ann) | 16.74% | 20.21% |
| 10Y Return (Ann) | 9.63% | 17.68% |
| Sharpe Ratio | 2.52 | 2.39 |
| Sortino Ratio | 3.49 | 3.08 |
| Omega Ratio | 1.43 | 1.43 |
| Calmar Ratio | 2.73 | 2.55 |
| Martin Ratio | 10.65 | 9.55 |
| Ulcer Index | 4.56% | 4.53% |
| Daily Std Dev | 19.27% | 18.13% |
| Max Drawdown | -60.78% | -94.80% |
| Current Drawdown | -0.53% | -0.18% |
Correlation
The correlation between FSHOX and FOCPX is 0.65, 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. FOCPX - Performance Comparison
In the year-to-date period, FSHOX achieves a 24.71% return, which is significantly lower than FOCPX's 32.00% return. Over the past 10 years, FSHOX has underperformed FOCPX with an annualized return of 9.63%, while FOCPX has yielded a comparatively higher 17.68% 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. 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 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.
Dividends
FSHOX vs. FOCPX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 0.66%, less than FOCPX's 10.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 0.66% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% | 8.70% |
FOCPX Fidelity OTC Portfolio | 10.40% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
Drawdowns
FSHOX vs. FOCPX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, smaller than the maximum FOCPX drawdown of -94.80%. Use the drawdown chart below to compare losses from any high point for FSHOX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. FOCPX - Volatility Comparison
The current volatility for Fidelity Select Construction & Housing Portfolio (FSHOX) is 4.71%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 5.06%. This indicates that FSHOX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.