FSRBX vs. FIKBX
Compare and contrast key facts about Fidelity Select Banking Portfolio (FSRBX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX).
FSRBX is managed by Fidelity. It was launched on Jun 30, 1986. FIKBX is managed by BlackRock. It was launched on Oct 2, 2018.
Performance
FSRBX vs. FIKBX - Performance Comparison
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FSRBX vs. FIKBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FSRBX Fidelity Select Banking Portfolio | -2.09% | 11.11% | 30.13% | 8.48% | -12.61% | 38.21% | -11.73% | 35.60% | -16.15% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | -7.25% | 15.36% | 32.80% | 14.47% | -8.58% | 33.43% | 0.18% | 34.31% | -11.43% |
Returns By Period
In the year-to-date period, FSRBX achieves a -2.09% return, which is significantly higher than FIKBX's -7.25% return.
FSRBX
- 1D
- 2.81%
- 1M
- -3.09%
- YTD
- -2.09%
- 6M
- -2.29%
- 1Y
- 15.14%
- 3Y*
- 21.56%
- 5Y*
- 7.74%
- 10Y*
- 10.88%
FIKBX
- 1D
- 2.32%
- 1M
- -3.90%
- YTD
- -7.25%
- 6M
- -2.46%
- 1Y
- 7.21%
- 3Y*
- 19.99%
- 5Y*
- 10.62%
- 10Y*
- —
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FSRBX vs. FIKBX - Expense Ratio Comparison
FSRBX has a 0.73% expense ratio, which is higher than FIKBX's 0.64% expense ratio.
Return for Risk
FSRBX vs. FIKBX — Risk / Return Rank
FSRBX
FIKBX
FSRBX vs. FIKBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Banking Portfolio (FSRBX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX). 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.
| FSRBX | FIKBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.34 | +0.18 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.60 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.09 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.57 | +0.26 |
Martin ratioReturn relative to average drawdown | 2.15 | 1.76 | +0.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSRBX | FIKBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.34 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.51 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.47 | -0.05 |
Correlation
The correlation between FSRBX and FIKBX is 0.95, 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
FSRBX vs. FIKBX - Dividend Comparison
FSRBX's dividend yield for the trailing twelve months is around 1.51%, less than FIKBX's 7.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRBX Fidelity Select Banking Portfolio | 1.51% | 1.47% | 4.49% | 5.35% | 6.12% | 3.36% | 8.63% | 5.90% | 32.02% | 2.57% | 0.76% | 5.64% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | 7.67% | 7.11% | 5.04% | 2.48% | 6.20% | 4.43% | 2.78% | 1.59% | 4.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSRBX vs. FIKBX - Drawdown Comparison
The maximum FSRBX drawdown since its inception was -76.89%, which is greater than FIKBX's maximum drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for FSRBX and FIKBX.
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Drawdown Indicators
| FSRBX | FIKBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.89% | -45.95% | -30.94% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -14.41% | -1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -41.95% | -24.82% | -17.13% |
Max Drawdown (10Y)Largest decline over 10 years | -51.23% | — | — |
Current DrawdownCurrent decline from peak | -11.89% | -10.05% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -13.30% | -8.17% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.98% | 4.65% | +1.33% |
Volatility
FSRBX vs. FIKBX - Volatility Comparison
Fidelity Select Banking Portfolio (FSRBX) has a higher volatility of 5.49% compared to Fidelity Advisor Financial Services Fund Class Z (FIKBX) at 5.10%. This indicates that FSRBX's price experiences larger fluctuations and is considered to be riskier than FIKBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRBX | FIKBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.10% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 18.36% | 12.65% | +5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.58% | 21.23% | +6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.93% | 20.81% | +6.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.53% | 26.15% | +3.38% |