FSPTX vs. FELAX
Compare and contrast key facts about Fidelity Select Technology Portfolio (FSPTX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
FSPTX is managed by Fidelity. It was launched on Jul 13, 1981. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPTX or FELAX.
Key characteristics
| FSPTX | FELAX | |
|---|---|---|
| YTD Return | 29.25% | 41.89% |
| 1Y Return | 43.27% | 60.65% |
| 3Y Return (Ann) | 10.93% | 26.67% |
| 5Y Return (Ann) | 24.57% | 34.24% |
| 10Y Return (Ann) | 21.69% | 27.92% |
| Sharpe Ratio | 1.83 | 1.63 |
| Sortino Ratio | 2.41 | 2.17 |
| Omega Ratio | 1.32 | 1.28 |
| Calmar Ratio | 2.42 | 2.41 |
| Martin Ratio | 8.80 | 7.01 |
| Ulcer Index | 4.79% | 8.31% |
| Daily Std Dev | 22.96% | 35.64% |
| Max Drawdown | -84.32% | -71.33% |
| Current Drawdown | -1.79% | -9.07% |
Correlation
The correlation between FSPTX and FELAX is 0.88, 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.
Performance
FSPTX vs. FELAX - Performance Comparison
In the year-to-date period, FSPTX achieves a 29.25% return, which is significantly lower than FELAX's 41.89% return. Over the past 10 years, FSPTX has underperformed FELAX with an annualized return of 21.69%, while FELAX has yielded a comparatively higher 27.92% 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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FSPTX vs. FELAX - Expense Ratio Comparison
FSPTX has a 0.67% expense ratio, which is lower than FELAX's 1.01% expense ratio.
Risk-Adjusted Performance
FSPTX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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
FSPTX vs. FELAX - Dividend Comparison
FSPTX has not paid dividends to shareholders, while FELAX's dividend yield for the trailing twelve months is around 2.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.28% | 17.85% | 8.07% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 2.40% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.72% | 0.48% | 0.00% |
Drawdowns
FSPTX vs. FELAX - Drawdown Comparison
The maximum FSPTX drawdown since its inception was -84.32%, which is greater than FELAX's maximum drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for FSPTX and FELAX. For additional features, visit the drawdowns tool.
Volatility
FSPTX vs. FELAX - Volatility Comparison
The current volatility for Fidelity Select Technology Portfolio (FSPTX) is 5.90%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 9.02%. This indicates that FSPTX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.