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.
Performance
FSPTX vs. FELAX - Performance Comparison
Returns By Period
In the year-to-date period, FSPTX achieves a 30.76% return, which is significantly lower than FELAX's 36.21% return. Over the past 10 years, FSPTX has underperformed FELAX with an annualized return of 13.24%, while FELAX has yielded a comparatively higher 20.66% annualized return.
FSPTX
30.76%
1.17%
13.66%
38.90%
14.31%
13.24%
FELAX
36.21%
-5.04%
4.00%
43.56%
26.26%
20.66%
Key characteristics
| FSPTX | FELAX | |
|---|---|---|
| Sharpe Ratio | 1.69 | 1.23 |
| Sortino Ratio | 2.23 | 1.75 |
| Omega Ratio | 1.30 | 1.22 |
| Calmar Ratio | 2.42 | 1.81 |
| Martin Ratio | 8.25 | 5.11 |
| Ulcer Index | 4.71% | 8.58% |
| Daily Std Dev | 23.03% | 35.55% |
| Max Drawdown | -84.32% | -71.33% |
| Current Drawdown | -3.27% | -12.71% |
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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.
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.
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
Neither FSPTX nor FELAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 0.00% | 0.00% | 0.09% | 0.25% | 0.14% | 0.00% | 0.05% | 4.28% | 17.85% | 8.07% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.61% | 0.49% | 0.24% | 10.72% | 0.04% | 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 6.50%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 9.14%. 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.