FSHOX vs. FSLBX

In the year-to-date period, FSHOX achieves a -2.11% return, which is significantly lower than FSLBX's -0.60% return. Over the past 10 years, FSHOX has outperformed FSLBX with an annualized return of 13.74%, while FSLBX has yielded a comparatively lower 12.90% annualized return.

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FSHOX has a 0.76% expense ratio, which is higher than FSLBX's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX). 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 0.28, which is lower than the FSLBX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of FSHOX and FSLBX, 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 3.92%, more than FSLBX's 0.70% yield.

The maximum FSHOX drawdown since its inception was -60.96%, smaller than the maximum FSLBX drawdown of -67.94%. Use the drawdown chart below to compare losses from any high point for FSHOX and FSLBX.

Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) have volatilities of 6.24% and 5.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.