FSHOX vs. FSELX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Semiconductors Portfolio (FSELX).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or FSELX.
Key characteristics
| FSHOX | FSELX | |
|---|---|---|
| YTD Return | 23.59% | 45.65% |
| 1Y Return | 47.51% | 54.99% |
| 3Y Return (Ann) | 9.10% | 14.38% |
| 5Y Return (Ann) | 16.15% | 24.37% |
| 10Y Return (Ann) | 9.55% | 18.80% |
| Sharpe Ratio | 2.43 | 1.50 |
| Sortino Ratio | 3.38 | 2.03 |
| Omega Ratio | 1.41 | 1.26 |
| Calmar Ratio | 2.80 | 2.22 |
| Martin Ratio | 10.23 | 6.37 |
| Ulcer Index | 4.56% | 8.50% |
| Daily Std Dev | 19.21% | 36.02% |
| Max Drawdown | -60.78% | -81.70% |
| Current Drawdown | -1.62% | -6.68% |
Correlation
The correlation between FSHOX and FSELX is 0.56, 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. FSELX - Performance Comparison
In the year-to-date period, FSHOX achieves a 23.59% return, which is significantly lower than FSELX's 45.65% return. Over the past 10 years, FSHOX has underperformed FSELX with an annualized return of 9.55%, while FSELX has yielded a comparatively higher 18.80% 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. FSELX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
FSHOX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Semiconductors Portfolio (FSELX). 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. FSELX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 0.66%, more than FSELX's 0.07% 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% |
FSELX Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
FSHOX vs. FSELX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FSHOX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Select Construction & Housing Portfolio (FSHOX) is 4.86%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.82%. This indicates that FSHOX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.