FSPCX vs. FSHOX
Compare and contrast key facts about Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Select Construction & Housing Portfolio (FSHOX).
FSPCX is managed by Fidelity. It was launched on Dec 16, 1985. FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPCX or FSHOX.
Key characteristics
| FSPCX | FSHOX | |
|---|---|---|
| YTD Return | 30.40% | 23.59% |
| 1Y Return | 29.48% | 47.51% |
| 3Y Return (Ann) | 12.88% | 9.10% |
| 5Y Return (Ann) | 10.24% | 16.15% |
| 10Y Return (Ann) | 5.19% | 9.55% |
| Sharpe Ratio | 2.11 | 2.43 |
| Sortino Ratio | 2.78 | 3.38 |
| Omega Ratio | 1.39 | 1.41 |
| Calmar Ratio | 2.93 | 2.80 |
| Martin Ratio | 9.17 | 10.23 |
| Ulcer Index | 3.25% | 4.56% |
| Daily Std Dev | 14.16% | 19.21% |
| Max Drawdown | -69.12% | -60.78% |
| Current Drawdown | 0.00% | -1.62% |
Correlation
The correlation between FSPCX and FSHOX is 0.67, 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. FSHOX - Performance Comparison
In the year-to-date period, FSPCX achieves a 30.40% return, which is significantly higher than FSHOX's 23.59% return. Over the past 10 years, FSPCX has underperformed FSHOX with an annualized return of 5.19%, while FSHOX has yielded a comparatively higher 9.55% 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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FSPCX vs. FSHOX - Expense Ratio Comparison
FSPCX has a 0.78% expense ratio, which is higher than FSHOX's 0.76% expense ratio.
Risk-Adjusted Performance
FSPCX vs. FSHOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Select Construction & Housing Portfolio (FSHOX). 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. FSHOX - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 0.92%, more than FSHOX's 0.66% 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% |
FSHOX Fidelity Select Construction & Housing Portfolio | 0.66% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% | 8.70% |
Drawdowns
FSPCX vs. FSHOX - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.12%, which is greater than FSHOX's maximum drawdown of -60.78%. Use the drawdown chart below to compare losses from any high point for FSPCX and FSHOX. For additional features, visit the drawdowns tool.
Volatility
FSPCX vs. FSHOX - Volatility Comparison
Fidelity Select Insurance Portfolio (FSPCX) has a higher volatility of 5.40% compared to Fidelity Select Construction & Housing Portfolio (FSHOX) at 4.86%. This indicates that FSPCX's price experiences larger fluctuations and is considered to be riskier than FSHOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.