FSPCX vs. FAFDX
Compare and contrast key facts about Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Advisor Financial Services Fund Class A (FAFDX).
FSPCX is managed by Fidelity. It was launched on Dec 16, 1985. FAFDX is managed by BlackRock. It was launched on Sep 3, 1996.
Performance
FSPCX vs. FAFDX - Performance Comparison
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FSPCX vs. FAFDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | -5.27% | 3.45% | 28.44% | 12.98% | 7.75% | 29.26% | 0.00% | 30.06% | -11.99% | 15.50% |
FAFDX Fidelity Advisor Financial Services Fund Class A | -9.46% | 14.91% | 39.01% | 14.03% | -8.93% | 32.90% | -0.25% | 33.77% | -16.09% | 20.17% |
Returns By Period
In the year-to-date period, FSPCX achieves a -5.27% return, which is significantly higher than FAFDX's -9.46% return. Over the past 10 years, FSPCX has underperformed FAFDX with an annualized return of 11.85%, while FAFDX has yielded a comparatively higher 12.71% annualized return.
FSPCX
- 1D
- 1.89%
- 1M
- -4.84%
- YTD
- -5.27%
- 6M
- -6.93%
- 1Y
- -9.38%
- 3Y*
- 13.82%
- 5Y*
- 12.52%
- 10Y*
- 11.85%
FAFDX
- 1D
- 0.98%
- 1M
- -5.39%
- YTD
- -9.46%
- 6M
- -5.99%
- 1Y
- 4.37%
- 3Y*
- 20.58%
- 5Y*
- 11.02%
- 10Y*
- 12.71%
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FSPCX vs. FAFDX - Expense Ratio Comparison
FSPCX has a 0.78% expense ratio, which is lower than FAFDX's 1.03% expense ratio.
Return for Risk
FSPCX vs. FAFDX — Risk / Return Rank
FSPCX
FAFDX
FSPCX vs. FAFDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Advisor Financial Services Fund Class A (FAFDX). 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.
| FSPCX | FAFDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.45 | 0.25 | -0.70 |
Sortino ratioReturn per unit of downside risk | -0.50 | 0.47 | -0.97 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.07 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.80 | 0.22 | -1.02 |
Martin ratioReturn relative to average drawdown | -1.48 | 0.68 | -2.15 |
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
| FSPCX | FAFDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.45 | 0.25 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.52 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.54 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.29 | +0.26 |
Correlation
The correlation between FSPCX and FAFDX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSPCX vs. FAFDX - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 3.53%, less than FAFDX's 7.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 3.53% | 3.35% | 8.72% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 32.69% | 12.52% | 2.81% | 3.11% |
FAFDX Fidelity Advisor Financial Services Fund Class A | 7.66% | 6.93% | 9.59% | 2.29% | 5.93% | 4.21% | 2.47% | 1.21% | 4.00% | 0.06% | 0.21% | 0.53% |
Drawdowns
FSPCX vs. FAFDX - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.48%, smaller than the maximum FAFDX drawdown of -75.69%. Use the drawdown chart below to compare losses from any high point for FSPCX and FAFDX.
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Drawdown Indicators
| FSPCX | FAFDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.48% | -75.69% | +6.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -14.39% | +2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -25.14% | +8.49% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -45.99% | +2.31% |
Current DrawdownCurrent decline from peak | -9.77% | -12.19% | +2.42% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -17.73% | +8.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.37% | 4.64% | +1.73% |
Volatility
FSPCX vs. FAFDX - Volatility Comparison
The current volatility for Fidelity Select Insurance Portfolio (FSPCX) is 4.28%, while Fidelity Advisor Financial Services Fund Class A (FAFDX) has a volatility of 4.51%. This indicates that FSPCX experiences smaller price fluctuations and is considered to be less risky than FAFDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSPCX | FAFDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.51% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 12.41% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 21.13% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.48% | 21.12% | -3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.07% | 23.83% | -3.76% |