FSLBX vs. FLC
Compare and contrast key facts about Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Flaherty & Crumrine Total Return Fund Inc (FLC).
FSLBX is managed by Fidelity. It was launched on Jul 29, 1985. FLC is an actively managed fund by Flaherty & Crumrine. It was launched on Aug 29, 2003.
Performance
FSLBX vs. FLC - Performance Comparison
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FSLBX vs. FLC - 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% |
FLC Flaherty & Crumrine Total Return Fund Inc | -3.43% | 12.38% | 23.05% | -0.83% | -25.11% | 2.82% | 14.12% | 38.65% | -14.14% | 17.00% |
Returns By Period
In the year-to-date period, FSLBX achieves a -16.57% return, which is significantly lower than FLC's -3.43% return. Over the past 10 years, FSLBX has outperformed FLC with an annualized return of 13.45%, while FLC has yielded a comparatively lower 5.33% 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%
FLC
- 1D
- 1.59%
- 1M
- -5.90%
- YTD
- -3.43%
- 6M
- -3.32%
- 1Y
- 6.24%
- 3Y*
- 11.79%
- 5Y*
- -0.62%
- 10Y*
- 5.33%
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FSLBX vs. FLC - Expense Ratio Comparison
FSLBX has a 0.75% expense ratio, which is lower than FLC's 1.64% expense ratio.
Return for Risk
FSLBX vs. FLC — Risk / Return Rank
FSLBX
FLC
FSLBX vs. FLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Flaherty & Crumrine Total Return Fund Inc (FLC). 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 | FLC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.19 | 0.55 | -0.74 |
Sortino ratioReturn per unit of downside risk | -0.08 | 0.75 | -0.83 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.14 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.70 | -0.90 |
Martin ratioReturn relative to average drawdown | -0.51 | 2.71 | -3.22 |
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 | FLC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.19 | 0.55 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | -0.04 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.24 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.28 | +0.17 |
Correlation
The correlation between FSLBX and FLC is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FSLBX vs. FLC - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 0.80%, less than FLC's 7.36% 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% |
FLC Flaherty & Crumrine Total Return Fund Inc | 7.36% | 6.81% | 6.62% | 7.38% | 8.95% | 6.86% | 6.27% | 6.31% | 8.34% | 7.22% | 8.20% | 8.51% |
Drawdowns
FSLBX vs. FLC - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -68.20%, smaller than the maximum FLC drawdown of -76.79%. Use the drawdown chart below to compare losses from any high point for FSLBX and FLC.
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Drawdown Indicators
| FSLBX | FLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.20% | -76.79% | +8.59% |
Max Drawdown (1Y)Largest decline over 1 year | -24.67% | -8.69% | -15.98% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -40.14% | +9.27% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -55.27% | +14.71% |
Current DrawdownCurrent decline from peak | -22.14% | -6.77% | -15.37% |
Average DrawdownAverage peak-to-trough decline | -14.86% | -10.92% | -3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.36% | 2.26% | +7.10% |
Volatility
FSLBX vs. FLC - Volatility Comparison
Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a higher volatility of 6.45% compared to Flaherty & Crumrine Total Return Fund Inc (FLC) at 4.25%. This indicates that FSLBX's price experiences larger fluctuations and is considered to be riskier than FLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSLBX | FLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 4.25% | +2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 17.21% | 5.78% | +11.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.05% | 11.34% | +15.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 14.23% | +8.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 22.06% | +1.61% |