FSRBX vs. FIDSX

In the year-to-date period, FSRBX achieves a -2.25% return, which is significantly lower than FIDSX's 4.61% return. Over the past 10 years, FSRBX has underperformed FIDSX with an annualized return of 3.34%, while FIDSX has yielded a comparatively higher 11.65% annualized return.

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Both FSRBX and FIDSX have an expense ratio of 0.73%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Banking Portfolio (FSRBX) and Fidelity Select Financial Services Portfolio (FIDSX). 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.

The current FSRBX Sharpe Ratio is 0.54, which is lower than the FIDSX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of FSRBX and FIDSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSRBX's dividend yield for the trailing twelve months is around 2.31%, less than FIDSX's 7.15% yield.

The maximum FSRBX drawdown since its inception was -76.10%, roughly equal to the maximum FIDSX drawdown of -74.17%. Use the drawdown chart below to compare losses from any high point for FSRBX and FIDSX. For additional features, visit the drawdowns tool.

Fidelity Select Banking Portfolio (FSRBX) has a higher volatility of 6.91% compared to Fidelity Select Financial Services Portfolio (FIDSX) at 5.64%. This indicates that FSRBX's price experiences larger fluctuations and is considered to be riskier than FIDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.