FSLBX vs. FIKBX
FSLBX (Fidelity Select Brokerage & Invmt Mgmt Portfolio) and FIKBX (Fidelity Advisor Financial Services Fund Class Z) are both Financials Equities funds. Over the past 5 years, FSLBX returned 9.05%/yr vs 13.47%/yr for FIKBX. Their correlation of 0.84 means they have usually moved in the same direction. FSLBX charges 0.75%/yr vs 0.64%/yr for FIKBX.
Performance
FSLBX vs. FIKBX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FSLBX achieves a -7.19% return, which is significantly lower than FIKBX's 10.09% return.
FSLBX
- 1D
- 0.32%
- 1M
- 4.59%
- 6M
- -5.69%
- YTD
- -7.19%
- 1Y
- -10.01%
- 3Y*
- 15.07%
- 5Y*
- 9.05%
- 10Y*
- 15.09%
- ALL TIME*
- 11.28%
FIKBX
- 1D
- 0.19%
- 1M
- 3.19%
- 6M
- 8.70%
- YTD
- 10.09%
- 1Y
- 20.21%
- 3Y*
- 23.08%
- 5Y*
- 13.47%
- 10Y*
- —
- ALL TIME*
- 14.17%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSLBX vs. FIKBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | -7.19% | 5.78% | 35.74% | 27.77% | -17.54% | 40.61% | 22.66% | 31.60% | -7.96% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | 10.09% | 15.36% | 32.80% | 14.47% | -8.58% | 33.43% | 0.18% | 34.31% | -11.43% |
Correlation
The correlation between FSLBX and FIKBX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2018 | 0.84 |
The correlation between FSLBX and FIKBX has been stable across timeframes, ranging from 0.76 to 0.84 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FSLBX vs. FIKBX — Risk / Return Rank
FSLBX
FIKBX
FSLBX vs. FIKBX - 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 Z (FIKBX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSLBX | FIKBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -2.19 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.20 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 1.35 | -1.86 |
| Martin ratioReturn relative to average drawdown | -0.93 | 3.90 | -4.83 |
Loading charts...
Drawdowns
FSLBX vs. FIKBX - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -68.20%, which is greater than FIKBX's maximum drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for FSLBX and FIKBX.
Loading charts...
Drawdown Indicators
| FSLBX | FIKBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.20% | -45.95% | -22.25% |
Max Drawdown (1Y)Largest decline over 1 year | -24.67% | -12.96% | -11.71% |
Max Drawdown (3Y)Largest decline over 3 years | -26.06% | -19.38% | -6.68% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -24.82% | -6.05% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | — | — |
Current DrawdownCurrent decline from peak | -13.38% | -0.56% | -12.82% |
Average DrawdownAverage peak-to-trough decline | -14.88% | -7.96% | -6.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.43% | 4.50% | +8.93% |
Volatility
FSLBX vs. FIKBX - Volatility Comparison
Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a higher volatility of 5.74% compared to Fidelity Advisor Financial Services Fund Class Z (FIKBX) at 4.51%. This indicates that FSLBX's price experiences larger fluctuations and is considered to be riskier than FIKBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FSLBX | FIKBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 4.51% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 17.49% | 12.20% | +5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.23% | 16.18% | +6.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.06% | 20.53% | +2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 25.76% | -2.23% |
FSLBX vs. FIKBX - Expense Ratio Comparison
FSLBX has a 0.75% expense ratio, which is higher than FIKBX's 0.64% expense ratio.
Dividends
FSLBX vs. FIKBX - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 2.11%, less than FIKBX's 6.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKBX Fidelity Advisor Financial Services Fund Class Z | 6.46% | 7.11% | 5.04% | 2.48% | 6.20% | 4.43% | 2.78% | 1.59% | 4.47% | 0.00% | 0.00% | 0.00% |
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 2.11% | 0.67% | 0.69% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 8.94% | 5.46% | 1.25% | 6.37% |
Frequently Asked Questions
FSLBX and FIKBX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSLBX has higher volatility (5.74%) compared to FIKBX (4.51%). In terms of maximum drawdown, FSLBX dropped -68.20% vs FIKBX's -45.95%.
FIKBX currently has the higher Sharpe Ratio (1.09 vs -0.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FSLBX and FIKBX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer