FSPCX vs. FIKBX
Compare and contrast key facts about Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX).
FSPCX is managed by Fidelity. It was launched on Dec 16, 1985. FIKBX is managed by BlackRock. It was launched on Oct 2, 2018.
Performance
FSPCX vs. FIKBX - Performance Comparison
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FSPCX vs. FIKBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | -5.27% | 3.45% | 28.44% | 12.98% | 7.75% | 29.26% | 0.00% | 30.06% | -6.81% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | -9.34% | 15.36% | 32.80% | 14.47% | -8.58% | 33.43% | 0.18% | 34.31% | -11.43% |
Returns By Period
In the year-to-date period, FSPCX achieves a -5.27% return, which is significantly higher than FIKBX's -9.34% 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%
FIKBX
- 1D
- 1.00%
- 1M
- -5.35%
- YTD
- -9.34%
- 6M
- -5.78%
- 1Y
- 4.82%
- 3Y*
- 19.08%
- 5Y*
- 10.36%
- 10Y*
- —
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FSPCX vs. FIKBX - Expense Ratio Comparison
FSPCX has a 0.78% expense ratio, which is higher than FIKBX's 0.64% expense ratio.
Return for Risk
FSPCX vs. FIKBX — Risk / Return Rank
FSPCX
FIKBX
FSPCX vs. FIKBX - 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 Z (FIKBX). 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 | FIKBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.45 | 0.27 | -0.72 |
Sortino ratioReturn per unit of downside risk | -0.50 | 0.50 | -1.00 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.07 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.80 | 0.25 | -1.05 |
Martin ratioReturn relative to average drawdown | -1.48 | 0.77 | -2.25 |
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 | FIKBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.45 | 0.27 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.50 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.46 | +0.09 |
Correlation
The correlation between FSPCX and FIKBX is 0.81, 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. FIKBX - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 3.53%, less than FIKBX's 7.85% 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% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | 7.85% | 7.11% | 5.04% | 2.48% | 6.20% | 4.43% | 2.78% | 1.59% | 4.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSPCX vs. FIKBX - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.48%, which is greater than FIKBX's maximum drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for FSPCX and FIKBX.
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Drawdown Indicators
| FSPCX | FIKBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.48% | -45.95% | -23.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -14.41% | +2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -24.82% | +8.17% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | — | — |
Current DrawdownCurrent decline from peak | -9.77% | -12.09% | +2.32% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -8.17% | -1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.37% | 4.61% | +1.76% |
Volatility
FSPCX vs. FIKBX - Volatility Comparison
The current volatility for Fidelity Select Insurance Portfolio (FSPCX) is 4.28%, while Fidelity Advisor Financial Services Fund Class Z (FIKBX) has a volatility of 4.52%. This indicates that FSPCX experiences smaller price fluctuations and is considered to be less risky than FIKBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSPCX | FIKBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.52% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 12.43% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 21.14% | -2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.48% | 20.79% | -3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.07% | 26.15% | -6.08% |