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FSLSX vs. BTEC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSLSX and BTEC is 0.48, 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.


-0.50.00.51.00.5

Performance

FSLSX vs. BTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Value Strategies Fund (FSLSX) and Principal Healthcare Innovators Index ETF (BTEC). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%140.00%160.00%JulyAugustSeptemberOctoberNovemberDecember
143.22%
57.13%
FSLSX
BTEC

Key characteristics

Returns By Period


FSLSX

YTD

9.05%

1M

-7.31%

6M

4.80%

1Y

6.90%

5Y*

11.98%

10Y*

9.69%

BTEC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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FSLSX vs. BTEC - Expense Ratio Comparison

FSLSX has a 0.86% expense ratio, which is higher than BTEC's 0.42% expense ratio.


FSLSX
Fidelity Value Strategies Fund
Expense ratio chart for FSLSX: current value at 0.86% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.86%
Expense ratio chart for BTEC: current value at 0.42% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.42%

Risk-Adjusted Performance

FSLSX vs. BTEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Strategies Fund (FSLSX) and Principal Healthcare Innovators Index ETF (BTEC). 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.


Sharpe ratio
The chart of Sharpe ratio for FSLSX, currently valued at 0.63, compared to the broader market-1.000.001.002.003.004.000.630.73
The chart of Sortino ratio for FSLSX, currently valued at 1.00, compared to the broader market-2.000.002.004.006.008.0010.001.001.17
The chart of Omega ratio for FSLSX, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.003.501.121.17
The chart of Calmar ratio for FSLSX, currently valued at 1.05, compared to the broader market0.002.004.006.008.0010.0012.0014.001.050.28
The chart of Martin ratio for FSLSX, currently valued at 2.93, compared to the broader market0.0020.0040.0060.002.932.45
FSLSX
BTEC


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.63
0.73
FSLSX
BTEC

Dividends

FSLSX vs. BTEC - Dividend Comparison

FSLSX's dividend yield for the trailing twelve months is around 0.58%, while BTEC has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FSLSX
Fidelity Value Strategies Fund
0.58%0.63%0.74%0.94%0.84%1.37%1.25%1.44%1.74%1.24%0.95%0.80%
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%0.00%0.96%0.37%0.00%0.00%0.13%0.00%0.00%0.00%0.00%

Drawdowns

FSLSX vs. BTEC - Drawdown Comparison


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.35%
-43.68%
FSLSX
BTEC

Volatility

FSLSX vs. BTEC - Volatility Comparison

Fidelity Value Strategies Fund (FSLSX) has a higher volatility of 4.19% compared to Principal Healthcare Innovators Index ETF (BTEC) at 0.00%. This indicates that FSLSX's price experiences larger fluctuations and is considered to be riskier than BTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.19%
0
FSLSX
BTEC
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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