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FSPTX vs. FSCSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSPTX and FSCSX 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.


-0.50.00.51.00.9

Performance

FSPTX vs. FSCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Technology Portfolio (FSPTX) and Fidelity Select Software & IT Services Portfolio (FSCSX). The values are adjusted to include any dividend payments, if applicable.

6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%16,000.00%18,000.00%JulyAugustSeptemberOctoberNovemberDecember
7,212.96%
17,288.06%
FSPTX
FSCSX

Key characteristics

Sharpe Ratio

FSPTX:

1.23

FSCSX:

0.12

Sortino Ratio

FSPTX:

1.71

FSCSX:

0.28

Omega Ratio

FSPTX:

1.22

FSCSX:

1.04

Calmar Ratio

FSPTX:

1.84

FSCSX:

0.09

Martin Ratio

FSPTX:

6.15

FSCSX:

0.28

Ulcer Index

FSPTX:

4.79%

FSCSX:

8.30%

Daily Std Dev

FSPTX:

23.93%

FSCSX:

19.83%

Max Drawdown

FSPTX:

-84.32%

FSCSX:

-58.42%

Current Drawdown

FSPTX:

-8.67%

FSCSX:

-9.01%

Returns By Period

In the year-to-date period, FSPTX achieves a 29.25% return, which is significantly higher than FSCSX's 9.47% return. Over the past 10 years, FSPTX has outperformed FSCSX with an annualized return of 12.91%, while FSCSX has yielded a comparatively lower 10.44% annualized return.


FSPTX

YTD

29.25%

1M

-1.29%

6M

1.82%

1Y

29.07%

5Y*

13.38%

10Y*

12.91%

FSCSX

YTD

9.47%

1M

3.03%

6M

15.52%

1Y

1.75%

5Y*

9.02%

10Y*

10.44%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSPTX vs. FSCSX - Expense Ratio Comparison

Both FSPTX and FSCSX have an expense ratio of 0.67%.


FSPTX
Fidelity Select Technology Portfolio
Expense ratio chart for FSPTX: current value at 0.67% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.67%
Expense ratio chart for FSCSX: current value at 0.67% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.67%

Risk-Adjusted Performance

FSPTX vs. FSCSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and Fidelity Select Software & IT Services Portfolio (FSCSX). 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.


Sharpe ratio
The chart of Sharpe ratio for FSPTX, currently valued at 1.23, compared to the broader market-1.000.001.002.003.004.001.230.12
The chart of Sortino ratio for FSPTX, currently valued at 1.71, compared to the broader market-2.000.002.004.006.008.0010.001.710.28
The chart of Omega ratio for FSPTX, currently valued at 1.22, compared to the broader market0.501.001.502.002.503.003.501.221.04
The chart of Calmar ratio for FSPTX, currently valued at 1.84, compared to the broader market0.005.0010.0015.001.840.09
The chart of Martin ratio for FSPTX, currently valued at 6.15, compared to the broader market0.0020.0040.0060.006.150.28
FSPTX
FSCSX

The current FSPTX Sharpe Ratio is 1.23, which is higher than the FSCSX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of FSPTX and FSCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.23
0.12
FSPTX
FSCSX

Dividends

FSPTX vs. FSCSX - Dividend Comparison

Neither FSPTX nor FSCSX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
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%
FSCSX
Fidelity Select Software & IT Services Portfolio
0.00%0.00%0.00%0.00%0.55%0.23%0.04%0.00%0.03%2.35%10.43%4.72%

Drawdowns

FSPTX vs. FSCSX - Drawdown Comparison

The maximum FSPTX drawdown since its inception was -84.32%, which is greater than FSCSX's maximum drawdown of -58.42%. Use the drawdown chart below to compare losses from any high point for FSPTX and FSCSX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.67%
-9.01%
FSPTX
FSCSX

Volatility

FSPTX vs. FSCSX - Volatility Comparison

Fidelity Select Technology Portfolio (FSPTX) has a higher volatility of 7.45% compared to Fidelity Select Software & IT Services Portfolio (FSCSX) at 7.00%. This indicates that FSPTX's price experiences larger fluctuations and is considered to be riskier than FSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
7.45%
7.00%
FSPTX
FSCSX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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