FSHOX vs. FSPCX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Insurance Portfolio (FSPCX).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. FSPCX is managed by Fidelity. It was launched on Dec 16, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or FSPCX.
Correlation
The correlation between FSHOX and FSPCX is 0.67, 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. FSPCX - Performance Comparison
Key characteristics
FSHOX:
0.91
FSPCX:
1.48
FSHOX:
1.37
FSPCX:
2.01
FSHOX:
1.16
FSPCX:
1.27
FSHOX:
1.44
FSPCX:
2.10
FSHOX:
3.54
FSPCX:
6.30
FSHOX:
4.80%
FSPCX:
3.39%
FSHOX:
18.67%
FSPCX:
14.40%
FSHOX:
-60.78%
FSPCX:
-69.12%
FSHOX:
-10.45%
FSPCX:
-8.34%
Returns By Period
In the year-to-date period, FSHOX achieves a 15.51% return, which is significantly lower than FSPCX's 23.77% return. Over the past 10 years, FSHOX has outperformed FSPCX with an annualized return of 9.26%, while FSPCX has yielded a comparatively lower 4.64% annualized return.
FSHOX
15.51%
-5.68%
8.30%
15.91%
15.53%
9.26%
FSPCX
23.77%
-4.44%
9.96%
25.12%
8.94%
4.64%
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FSHOX vs. FSPCX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is lower than FSPCX's 0.78% expense ratio.
Risk-Adjusted Performance
FSHOX vs. FSPCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Insurance Portfolio (FSPCX). 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. FSPCX - Dividend Comparison
FSHOX has not paid dividends to shareholders, while FSPCX's dividend yield for the trailing twelve months is around 0.08%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Select Construction & Housing Portfolio | 0.00% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% | 8.70% |
Fidelity Select Insurance Portfolio | 0.08% | 1.11% | 0.74% | 1.29% | 1.61% | 1.40% | 2.17% | 1.21% | 1.15% | 1.97% | 6.93% | 8.51% |
Drawdowns
FSHOX vs. FSPCX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, smaller than the maximum FSPCX drawdown of -69.12%. Use the drawdown chart below to compare losses from any high point for FSHOX and FSPCX. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. FSPCX - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 6.10% compared to Fidelity Select Insurance Portfolio (FSPCX) at 4.83%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than FSPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.