FSMEX vs. BST
Compare and contrast key facts about Fidelity Select Medical Technology and Devices Portfolio (FSMEX) and BlackRock Science and Technology Trust (BST).
FSMEX is managed by Fidelity. It was launched on Apr 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSMEX or BST.
Key characteristics
| FSMEX | BST | |
|---|---|---|
| YTD Return | 10.93% | 19.06% |
| 1Y Return | 33.72% | 23.60% |
| 3Y Return (Ann) | -7.46% | -3.74% |
| 5Y Return (Ann) | 4.10% | 12.21% |
| 10Y Return (Ann) | 6.54% | 14.55% |
| Sharpe Ratio | 1.94 | 1.23 |
| Sortino Ratio | 2.70 | 1.67 |
| Omega Ratio | 1.34 | 1.22 |
| Calmar Ratio | 0.72 | 0.67 |
| Martin Ratio | 7.25 | 4.03 |
| Ulcer Index | 4.23% | 5.31% |
| Daily Std Dev | 15.83% | 17.44% |
| Max Drawdown | -43.45% | -46.59% |
| Current Drawdown | -23.07% | -15.91% |
Correlation
The correlation between FSMEX and BST is 0.57, 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
FSMEX vs. BST - Performance Comparison
In the year-to-date period, FSMEX achieves a 10.93% return, which is significantly lower than BST's 19.06% return. Over the past 10 years, FSMEX has underperformed BST with an annualized return of 6.54%, while BST has yielded a comparatively higher 14.55% annualized return. 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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Risk-Adjusted Performance
FSMEX vs. BST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Medical Technology and Devices Portfolio (FSMEX) and BlackRock Science and Technology Trust (BST). 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
FSMEX vs. BST - Dividend Comparison
FSMEX has not paid dividends to shareholders, while BST's dividend yield for the trailing twelve months is around 8.02%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMEX Fidelity Select Medical Technology and Devices Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.00% | 11.71% | 5.17% | 9.84% |
BST BlackRock Science and Technology Trust | 8.02% | 8.91% | 10.57% | 8.53% | 3.85% | 5.46% | 6.41% | 4.80% | 6.69% | 6.93% | 0.57% | 0.00% |
Drawdowns
FSMEX vs. BST - Drawdown Comparison
The maximum FSMEX drawdown since its inception was -43.45%, smaller than the maximum BST drawdown of -46.59%. Use the drawdown chart below to compare losses from any high point for FSMEX and BST. For additional features, visit the drawdowns tool.
Volatility
FSMEX vs. BST - Volatility Comparison
Fidelity Select Medical Technology and Devices Portfolio (FSMEX) and BlackRock Science and Technology Trust (BST) have volatilities of 4.09% and 4.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.