FSLBX vs. FSHOX

In the year-to-date period, FSLBX achieves a -4.07% return, which is significantly lower than FSHOX's -3.75% return. Over the past 10 years, FSLBX has outperformed FSHOX with an annualized return of 9.95%, while FSHOX has yielded a comparatively lower 7.86% annualized return.

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FSLBX has a 0.75% expense ratio, which is lower than FSHOX's 0.76% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Fidelity Select Construction & Housing Portfolio (FSHOX). 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 FSLBX Sharpe Ratio is 0.80, which is higher than the FSHOX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of FSLBX and FSHOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSLBX's dividend yield for the trailing twelve months is around 0.73%, less than FSHOX's 0.74% yield.

The maximum FSLBX drawdown since its inception was -67.49%, which is greater than FSHOX's maximum drawdown of -60.78%. Use the drawdown chart below to compare losses from any high point for FSLBX and FSHOX. For additional features, visit the drawdowns tool.

Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a higher volatility of 8.52% compared to Fidelity Select Construction & Housing Portfolio (FSHOX) at 6.74%. This indicates that FSLBX's price experiences larger fluctuations and is considered to be riskier than FSHOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.