FSLBX vs. FDLSX
Compare and contrast key facts about Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Fidelity Select Leisure Portfolio (FDLSX).
FSLBX is managed by Fidelity. It was launched on Jul 29, 1985. FDLSX is managed by Fidelity Investments. It was launched on May 7, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLBX or FDLSX.
Key characteristics
| FSLBX | FDLSX | |
|---|---|---|
| YTD Return | 19.69% | 10.53% |
| 1Y Return | 36.35% | 20.79% |
| 3Y Return (Ann) | 10.27% | 9.11% |
| 5Y Return (Ann) | 18.69% | 12.48% |
| 10Y Return (Ann) | 12.05% | 12.25% |
| Sharpe Ratio | 2.19 | 1.36 |
| Daily Std Dev | 16.66% | 15.08% |
| Max Drawdown | -67.50% | -94.48% |
| Current Drawdown | 0.00% | -7.00% |
Correlation
The correlation between FSLBX and FDLSX is 0.69, 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
FSLBX vs. FDLSX - Performance Comparison
In the year-to-date period, FSLBX achieves a 19.69% return, which is significantly higher than FDLSX's 10.53% return. Both investments have delivered pretty close results over the past 10 years, with FSLBX having a 12.05% annualized return and FDLSX not far ahead at 12.25%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSLBX vs. FDLSX - Expense Ratio Comparison
FSLBX has a 0.75% expense ratio, which is higher than FDLSX's 0.74% expense ratio.
Risk-Adjusted Performance
FSLBX vs. FDLSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Fidelity Select Leisure Portfolio (FDLSX). 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
FSLBX vs. FDLSX - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 1.05%, less than FDLSX's 2.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 1.05% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 9.24% | 6.96% | 1.25% | 6.51% | 3.52% | 0.54% |
FDLSX Fidelity Select Leisure Portfolio | 2.27% | 1.64% | 3.32% | 22.77% | 2.36% | 6.43% | 20.10% | 6.33% | 1.01% | 5.56% | 8.61% | 8.06% |
Drawdowns
FSLBX vs. FDLSX - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -67.50%, smaller than the maximum FDLSX drawdown of -94.48%. Use the drawdown chart below to compare losses from any high point for FSLBX and FDLSX. For additional features, visit the drawdowns tool.
Volatility
FSLBX vs. FDLSX - Volatility Comparison
Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a higher volatility of 4.42% compared to Fidelity Select Leisure Portfolio (FDLSX) at 3.70%. This indicates that FSLBX's price experiences larger fluctuations and is considered to be riskier than FDLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.