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FSPTX vs. NWJCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSPTX vs. NWJCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Technology Portfolio (FSPTX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). The values are adjusted to include any dividend payments, if applicable.

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FSPTX vs. NWJCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSPTX
Fidelity Select Technology Portfolio
-8.57%23.37%41.76%59.83%-36.91%21.99%63.95%51.08%-9.03%49.75%
NWJCX
Nationwide NYSE Arca Tech 100 Index Fund
-2.18%19.96%18.77%41.70%-21.56%25.46%24.25%33.67%0.51%31.31%

Returns By Period

In the year-to-date period, FSPTX achieves a -8.57% return, which is significantly lower than NWJCX's -2.18% return. Over the past 10 years, FSPTX has outperformed NWJCX with an annualized return of 22.24%, while NWJCX has yielded a comparatively lower 17.04% annualized return.


FSPTX

1D
-2.07%
1M
-7.34%
YTD
-8.57%
6M
-7.04%
1Y
31.57%
3Y*
26.70%
5Y*
13.98%
10Y*
22.24%

NWJCX

1D
-1.78%
1M
-8.81%
YTD
-2.18%
6M
-0.54%
1Y
24.17%
3Y*
21.03%
5Y*
12.73%
10Y*
17.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSPTX vs. NWJCX - Expense Ratio Comparison

FSPTX has a 0.67% expense ratio, which is higher than NWJCX's 0.65% expense ratio.


Return for Risk

FSPTX vs. NWJCX — Risk / Return Rank

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

FSPTX
FSPTX Risk / Return Rank: 6767
Overall Rank
FSPTX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
FSPTX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FSPTX Omega Ratio Rank: 6363
Omega Ratio Rank
FSPTX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FSPTX Martin Ratio Rank: 6565
Martin Ratio Rank

NWJCX
NWJCX Risk / Return Rank: 6666
Overall Rank
NWJCX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
NWJCX Sortino Ratio Rank: 6565
Sortino Ratio Rank
NWJCX Omega Ratio Rank: 5959
Omega Ratio Rank
NWJCX Calmar Ratio Rank: 7474
Calmar Ratio Rank
NWJCX Martin Ratio Rank: 7373
Martin Ratio Rank
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. NWJCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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.


FSPTXNWJCXDifference

Sharpe ratio

Return per unit of total volatility

1.08

1.09

-0.01

Sortino ratio

Return per unit of downside risk

1.65

1.63

+0.03

Omega ratio

Gain probability vs. loss probability

1.23

1.23

+0.01

Calmar ratio

Return relative to maximum drawdown

1.78

1.70

+0.09

Martin ratio

Return relative to average drawdown

6.19

6.92

-0.73

FSPTX vs. NWJCX - Sharpe Ratio Comparison

The current FSPTX Sharpe Ratio is 1.08, which is comparable to the NWJCX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of FSPTX and NWJCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FSPTXNWJCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.08

1.09

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.60

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.80

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.75

-0.23

Correlation

The correlation between FSPTX and NWJCX is 0.90, 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.


Dividends

FSPTX vs. NWJCX - Dividend Comparison

FSPTX's dividend yield for the trailing twelve months is around 9.91%, more than NWJCX's 4.41% yield.


TTM20252024202320222021202020192018201720162015
FSPTX
Fidelity Select Technology Portfolio
9.91%9.06%9.42%0.01%3.95%11.62%18.86%1.86%23.77%8.32%1.54%4.19%
NWJCX
Nationwide NYSE Arca Tech 100 Index Fund
4.41%4.27%31.15%11.59%17.83%8.74%5.04%1.98%2.59%3.94%0.74%0.64%

Drawdowns

FSPTX vs. NWJCX - Drawdown Comparison

The maximum FSPTX drawdown since its inception was -84.37%, which is greater than NWJCX's maximum drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for FSPTX and NWJCX.


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Drawdown Indicators


FSPTXNWJCXDifference

Max Drawdown

Largest peak-to-trough decline

-84.37%

-31.31%

-53.06%

Max Drawdown (1Y)

Largest decline over 1 year

-15.49%

-12.75%

-2.74%

Max Drawdown (5Y)

Largest decline over 5 years

-42.16%

-31.31%

-10.85%

Max Drawdown (10Y)

Largest decline over 10 years

-42.16%

-31.31%

-10.85%

Current Drawdown

Current decline from peak

-13.71%

-10.18%

-3.53%

Average Drawdown

Average peak-to-trough decline

-27.13%

-5.17%

-21.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.47%

3.12%

+1.35%

Volatility

FSPTX vs. NWJCX - Volatility Comparison

Fidelity Select Technology Portfolio (FSPTX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) have volatilities of 6.73% and 6.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSPTXNWJCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.73%

6.71%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

16.55%

13.81%

+2.74%

Volatility (1Y)

Calculated over the trailing 1-year period

29.04%

22.50%

+6.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.19%

21.38%

+5.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.81%

21.34%

+4.47%