FSHOX vs. VFINX

In the year-to-date period, FSHOX achieves a -3.75% return, which is significantly lower than VFINX's -3.34% return. Over the past 10 years, FSHOX has underperformed VFINX with an annualized return of 7.86%, while VFINX has yielded a comparatively higher 12.35% annualized return.

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FSHOX has a 0.76% expense ratio, which is higher than VFINX's 0.14% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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 VFINX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FSHOX and VFINX, 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 VFINX's 1.23% yield.

The maximum FSHOX drawdown since its inception was -60.78%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FSHOX and VFINX. For additional features, visit the drawdowns tool.

Fidelity Select Construction & Housing Portfolio (FSHOX) and Vanguard 500 Index Fund Investor Shares (VFINX) have volatilities of 6.74% and 6.81%, 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.