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FSPTX vs. FADTX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FSPTX vs. FADTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Technology Portfolio (FSPTX) and Fidelity Advisor Technology Fund Class A (FADTX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


FSPTX

1D
2.81%
1M
23.40%
YTD
47.21%
6M
44.91%
1Y
83.50%
3Y*
42.95%
5Y*
25.32%
10Y*
27.99%

FADTX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSPTX vs. FADTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSPTX
Fidelity Select Technology Portfolio
47.21%23.37%41.76%59.83%-36.91%21.99%63.95%51.08%-9.03%49.75%
FADTX
Fidelity Advisor Technology Fund Class A
0.00%24.35%35.02%59.29%-36.17%27.26%63.93%50.57%-8.52%49.42%

Correlation

The correlation between FSPTX and FADTX is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

Correlation (5Y)
Calculated over the trailing 5-year period

0.93

Correlation (10Y)
Calculated over the trailing 10-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Sep 3, 1996

0.98

Over the past year, the correlation between FSPTX and FADTX has dropped to 0.55 - well below their long-term average of 0.98, suggesting their price drivers have been diverging.

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Return for Risk

FSPTX vs. FADTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSPTX
FSPTX Risk / Return Rank: 9494
Overall Rank
FSPTX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FSPTX Sortino Ratio Rank: 9393
Sortino Ratio Rank
FSPTX Omega Ratio Rank: 8989
Omega Ratio Rank
FSPTX Calmar Ratio Rank: 9696
Calmar Ratio Rank
FSPTX Martin Ratio Rank: 9595
Martin Ratio Rank

FADTX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSPTX vs. FADTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and Fidelity Advisor Technology Fund Class A (FADTX). 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.


FSPTXFADTXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.62

Calmar ratioReturn relative to maximum drawdown

6.36

Martin ratioReturn relative to average drawdown

21.78

FSPTX vs. FADTX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FSPTXFADTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.93

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

Drawdowns

FSPTX vs. FADTX - Drawdown Comparison


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Drawdown Indicators


FSPTXFADTXDifference

Max Drawdown

Largest peak-to-trough decline

-84.37%

Max Drawdown (1Y)

Largest decline over 1 year

-13.71%

Max Drawdown (3Y)

Largest decline over 3 years

-29.22%

Max Drawdown (5Y)

Largest decline over 5 years

-42.16%

Max Drawdown (10Y)

Largest decline over 10 years

-42.16%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-27.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.00%

Volatility

FSPTX vs. FADTX - Volatility Comparison


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Volatility by Period


FSPTXFADTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.24%

Volatility (6M)

Calculated over the trailing 6-month period

16.66%

Volatility (1Y)

Calculated over the trailing 1-year period

21.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.00%

FSPTX vs. FADTX - Expense Ratio Comparison

FSPTX has a 0.62% expense ratio, which is lower than FADTX's 0.97% expense ratio.


Dividends

FSPTX vs. FADTX - Dividend Comparison

FSPTX's dividend yield for the trailing twelve months is around 7.37%, less than FADTX's 11.13% yield.


PositionTTM20252024202320222021202020192018201720162015
FADTX
Fidelity Advisor Technology Fund Class A
11.13%11.13%8.01%3.94%3.72%12.63%7.85%2.52%23.98%8.23%1.63%4.55%
FSPTX
Fidelity Select Technology Portfolio
7.37%9.06%9.42%0.01%3.95%11.62%18.86%1.86%23.77%8.32%1.54%4.19%

Frequently Asked Questions


FSPTX and FADTX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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