FSRBX vs. FIDSX
Compare and contrast key facts about Fidelity Select Banking Portfolio (FSRBX) and Fidelity Select Financial Services Portfolio (FIDSX).
FSRBX is managed by Fidelity. It was launched on Jun 30, 1986. FIDSX is managed by Blackrock. It was launched on Dec 10, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRBX or FIDSX.
Key characteristics
| FSRBX | FIDSX | |
|---|---|---|
| YTD Return | 37.54% | 35.78% |
| 1Y Return | 59.75% | 51.73% |
| 3Y Return (Ann) | 4.97% | 11.27% |
| 5Y Return (Ann) | 6.67% | 14.84% |
| 10Y Return (Ann) | 4.71% | 11.83% |
| Sharpe Ratio | 2.39 | 3.18 |
| Sortino Ratio | 3.48 | 4.51 |
| Omega Ratio | 1.43 | 1.58 |
| Calmar Ratio | 1.71 | 3.96 |
| Martin Ratio | 15.80 | 22.45 |
| Ulcer Index | 3.93% | 2.34% |
| Daily Std Dev | 26.06% | 16.52% |
| Max Drawdown | -76.10% | -73.84% |
| Current Drawdown | -1.78% | -1.29% |
Correlation
The correlation between FSRBX and FIDSX is 0.92, 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
FSRBX vs. FIDSX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FSRBX having a 37.54% return and FIDSX slightly lower at 35.78%. Over the past 10 years, FSRBX has underperformed FIDSX with an annualized return of 4.71%, while FIDSX has yielded a comparatively higher 11.83% 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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FSRBX vs. FIDSX - Expense Ratio Comparison
Both FSRBX and FIDSX have an expense ratio of 0.73%.
Risk-Adjusted Performance
FSRBX vs. FIDSX - Risk-Adjusted Performance Comparison
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.
Dividends
FSRBX vs. FIDSX - Dividend Comparison
FSRBX's dividend yield for the trailing twelve months is around 2.28%, more than FIDSX's 1.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRBX Fidelity Select Banking Portfolio | 2.28% | 2.96% | 2.74% | 1.81% | 2.47% | 1.87% | 2.44% | 0.94% | 0.76% | 3.69% | 4.30% | 3.39% |
FIDSX Fidelity Select Financial Services Portfolio | 1.56% | 2.08% | 2.17% | 1.97% | 2.04% | 1.45% | 1.61% | 0.63% | 1.00% | 0.92% | 1.00% | 0.91% |
Drawdowns
FSRBX vs. FIDSX - Drawdown Comparison
The maximum FSRBX drawdown since its inception was -76.10%, roughly equal to the maximum FIDSX drawdown of -73.84%. Use the drawdown chart below to compare losses from any high point for FSRBX and FIDSX. For additional features, visit the drawdowns tool.
Volatility
FSRBX vs. FIDSX - Volatility Comparison
Fidelity Select Banking Portfolio (FSRBX) has a higher volatility of 13.42% compared to Fidelity Select Financial Services Portfolio (FIDSX) at 8.76%. 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.