FSLBX vs. FAFDX
Compare and contrast key facts about Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Fidelity Advisor Financial Services Fund Class A (FAFDX).
FSLBX is managed by Fidelity. It was launched on Jul 29, 1985. FAFDX is managed by BlackRock. It was launched on Sep 3, 1996.
Performance
FSLBX vs. FAFDX - Performance Comparison
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FSLBX vs. FAFDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | -16.57% | 5.78% | 35.74% | 27.77% | -17.54% | 40.61% | 22.66% | 31.60% | -15.37% | 27.74% |
FAFDX Fidelity Advisor Financial Services Fund Class A | -9.46% | 14.91% | 39.01% | 14.03% | -8.93% | 32.90% | -0.25% | 33.77% | -16.09% | 20.17% |
Returns By Period
In the year-to-date period, FSLBX achieves a -16.57% return, which is significantly lower than FAFDX's -9.46% return. Over the past 10 years, FSLBX has outperformed FAFDX with an annualized return of 13.45%, while FAFDX has yielded a comparatively lower 12.71% annualized return.
FSLBX
- 1D
- 1.93%
- 1M
- -4.71%
- YTD
- -16.57%
- 6M
- -16.88%
- 1Y
- -5.82%
- 3Y*
- 14.79%
- 5Y*
- 9.48%
- 10Y*
- 13.45%
FAFDX
- 1D
- 0.98%
- 1M
- -5.39%
- YTD
- -9.46%
- 6M
- -5.99%
- 1Y
- 4.37%
- 3Y*
- 20.58%
- 5Y*
- 11.02%
- 10Y*
- 12.71%
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FSLBX vs. FAFDX - Expense Ratio Comparison
FSLBX has a 0.75% expense ratio, which is lower than FAFDX's 1.03% expense ratio.
Return for Risk
FSLBX vs. FAFDX — Risk / Return Rank
FSLBX
FAFDX
FSLBX vs. FAFDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Fidelity Advisor Financial Services Fund Class A (FAFDX). 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.
| FSLBX | FAFDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.19 | 0.25 | -0.44 |
Sortino ratioReturn per unit of downside risk | -0.08 | 0.47 | -0.55 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.07 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.22 | -0.41 |
Martin ratioReturn relative to average drawdown | -0.51 | 0.68 | -1.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSLBX | FAFDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.19 | 0.25 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.52 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.54 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.29 | +0.15 |
Correlation
The correlation between FSLBX and FAFDX is 0.90, 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.
Dividends
FSLBX vs. FAFDX - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 0.80%, less than FAFDX's 7.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.80% | 0.67% | 0.69% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 8.94% | 5.46% | 1.25% | 6.37% |
FAFDX Fidelity Advisor Financial Services Fund Class A | 7.66% | 6.93% | 9.59% | 2.29% | 5.93% | 4.21% | 2.47% | 1.21% | 4.00% | 0.06% | 0.21% | 0.53% |
Drawdowns
FSLBX vs. FAFDX - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -68.20%, smaller than the maximum FAFDX drawdown of -75.69%. Use the drawdown chart below to compare losses from any high point for FSLBX and FAFDX.
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Drawdown Indicators
| FSLBX | FAFDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.20% | -75.69% | +7.49% |
Max Drawdown (1Y)Largest decline over 1 year | -24.67% | -14.39% | -10.28% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -25.14% | -5.73% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -45.99% | +5.43% |
Current DrawdownCurrent decline from peak | -22.14% | -12.19% | -9.95% |
Average DrawdownAverage peak-to-trough decline | -14.86% | -17.73% | +2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.36% | 4.64% | +4.72% |
Volatility
FSLBX vs. FAFDX - Volatility Comparison
Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a higher volatility of 6.45% compared to Fidelity Advisor Financial Services Fund Class A (FAFDX) at 4.51%. This indicates that FSLBX's price experiences larger fluctuations and is considered to be riskier than FAFDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSLBX | FAFDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 4.51% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.21% | 12.41% | +4.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.05% | 21.13% | +5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 21.12% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 23.83% | -0.16% |