FSPCX vs. FSHCX
Compare and contrast key facts about Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Select Health Care Services Portfolio (FSHCX).
FSPCX is managed by Fidelity. It was launched on Dec 16, 1985. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPCX or FSHCX.
Key characteristics
| FSPCX | FSHCX | |
|---|---|---|
| YTD Return | 30.40% | -4.40% |
| 1Y Return | 29.48% | -0.65% |
| 3Y Return (Ann) | 12.88% | -2.50% |
| 5Y Return (Ann) | 10.24% | 6.43% |
| 10Y Return (Ann) | 5.19% | 4.97% |
| Sharpe Ratio | 2.11 | -0.03 |
| Sortino Ratio | 2.78 | 0.07 |
| Omega Ratio | 1.39 | 1.01 |
| Calmar Ratio | 2.93 | -0.02 |
| Martin Ratio | 9.17 | -0.06 |
| Ulcer Index | 3.25% | 6.71% |
| Daily Std Dev | 14.16% | 15.91% |
| Max Drawdown | -69.12% | -57.77% |
| Current Drawdown | 0.00% | -11.50% |
Correlation
The correlation between FSPCX and FSHCX 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
FSPCX vs. FSHCX - Performance Comparison
In the year-to-date period, FSPCX achieves a 30.40% return, which is significantly higher than FSHCX's -4.40% return. Both investments have delivered pretty close results over the past 10 years, with FSPCX having a 5.19% annualized return and FSHCX not far behind at 4.97%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSPCX vs. FSHCX - Expense Ratio Comparison
FSPCX has a 0.78% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
FSPCX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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
FSPCX vs. FSHCX - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 0.92%, more than FSHCX's 0.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 0.92% | 1.11% | 0.74% | 1.29% | 1.61% | 1.40% | 2.17% | 1.21% | 1.15% | 1.97% | 6.93% | 8.51% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.37% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% | 5.98% |
Drawdowns
FSPCX vs. FSHCX - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.12%, which is greater than FSHCX's maximum drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for FSPCX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
FSPCX vs. FSHCX - Volatility Comparison
The current volatility for Fidelity Select Insurance Portfolio (FSPCX) is 5.40%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 6.85%. This indicates that FSPCX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.