Correlation
The correlation between FSHOX and FSPCX is 0.73, 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. 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.
Performance
FSHOX vs. FSPCX - Performance Comparison
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Key characteristics
FSHOX:
0.28
FSPCX:
1.09
FSHOX:
0.58
FSPCX:
1.58
FSHOX:
1.07
FSPCX:
1.22
FSHOX:
0.26
FSPCX:
1.82
FSHOX:
0.67
FSPCX:
5.18
FSHOX:
9.53%
FSPCX:
4.02%
FSHOX:
22.38%
FSPCX:
18.70%
FSHOX:
-60.96%
FSPCX:
-69.25%
FSHOX:
-13.34%
FSPCX:
-0.83%
Returns By Period
In the year-to-date period, FSHOX achieves a -2.11% return, which is significantly lower than FSPCX's 7.70% return. Both investments have delivered pretty close results over the past 10 years, with FSHOX having a 13.74% annualized return and FSPCX not far behind at 13.34%.
FSHOX
-2.11%
2.43%
-12.70%
5.00%
14.11%
18.71%
13.74%
FSPCX
7.70%
5.41%
-0.62%
18.47%
18.43%
22.07%
13.34%
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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 Rank
FSHOX
FSPCX
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.
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Dividends
FSHOX vs. FSPCX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 3.92%, less than FSPCX's 5.84% 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% |
FSPCX Fidelity Select Insurance Portfolio | 5.84% | 8.72% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 33.30% | 12.52% | 2.81% | 3.11% | 10.81% |
Drawdowns
FSHOX vs. FSPCX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.96%, smaller than the maximum FSPCX drawdown of -69.25%. Use the drawdown chart below to compare losses from any high point for FSHOX and FSPCX.
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Volatility
FSHOX vs. FSPCX - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 6.24% compared to Fidelity Select Insurance Portfolio (FSPCX) at 4.67%. 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.
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