FSHOX vs. FSPTX

In the year-to-date period, FSHOX achieves a -3.75% return, which is significantly higher than FSPTX's -12.69% return. Over the past 10 years, FSHOX has underperformed FSPTX with an annualized return of 7.86%, while FSPTX has yielded a comparatively higher 18.54% annualized return.

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FSHOX has a 0.76% expense ratio, which is higher than FSPTX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Technology Portfolio (FSPTX). 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 -0.06, which is lower than the FSPTX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of FSHOX and FSPTX, 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 0.74%, less than FSPTX's 5.39% yield.

The maximum FSHOX drawdown since its inception was -60.78%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for FSHOX and FSPTX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Select Construction & Housing Portfolio (FSHOX) is 6.74%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 10.13%. This indicates that FSHOX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.