FSRBX vs. FRBAX
Compare and contrast key facts about Fidelity Select Banking Portfolio (FSRBX) and John Hancock Regional Bank Fund (FRBAX).
FSRBX is managed by Fidelity. It was launched on Jun 30, 1986. FRBAX is managed by John Hancock. It was launched on Jan 3, 1992.
Performance
FSRBX vs. FRBAX - Performance Comparison
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FSRBX vs. FRBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRBX Fidelity Select Banking Portfolio | -2.09% | 11.11% | 30.13% | 8.48% | -12.61% | 38.21% | -11.73% | 35.60% | -19.04% | 12.72% |
FRBAX John Hancock Regional Bank Fund | 0.80% | 11.07% | 22.54% | -1.93% | -12.25% | 40.51% | -10.11% | 27.60% | -17.61% | 10.32% |
Returns By Period
In the year-to-date period, FSRBX achieves a -2.09% return, which is significantly lower than FRBAX's 0.80% return. Over the past 10 years, FSRBX has outperformed FRBAX with an annualized return of 10.88%, while FRBAX has yielded a comparatively lower 9.75% annualized 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%
FRBAX
- 1D
- 1.98%
- 1M
- -2.96%
- YTD
- 0.80%
- 6M
- 6.50%
- 1Y
- 19.16%
- 3Y*
- 18.59%
- 5Y*
- 5.17%
- 10Y*
- 9.75%
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FSRBX vs. FRBAX - Expense Ratio Comparison
FSRBX has a 0.73% expense ratio, which is lower than FRBAX's 1.22% expense ratio.
Return for Risk
FSRBX vs. FRBAX — Risk / Return Rank
FSRBX
FRBAX
FSRBX vs. FRBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Banking Portfolio (FSRBX) and John Hancock Regional Bank Fund (FRBAX). 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 | FRBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.73 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.13 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.35 | -0.53 |
Martin ratioReturn relative to average drawdown | 2.15 | 3.47 | -1.32 |
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 | FRBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.73 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.20 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.33 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.39 | +0.03 |
Correlation
The correlation between FSRBX and FRBAX is 0.96, 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. FRBAX - Dividend Comparison
FSRBX's dividend yield for the trailing twelve months is around 1.51%, less than FRBAX's 8.72% 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% |
FRBAX John Hancock Regional Bank Fund | 8.72% | 8.82% | 9.72% | 2.65% | 5.83% | 5.26% | 2.43% | 1.75% | 1.92% | 1.76% | 2.94% | 4.42% |
Drawdowns
FSRBX vs. FRBAX - Drawdown Comparison
The maximum FSRBX drawdown since its inception was -76.89%, which is greater than FRBAX's maximum drawdown of -67.55%. Use the drawdown chart below to compare losses from any high point for FSRBX and FRBAX.
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Drawdown Indicators
| FSRBX | FRBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.89% | -67.55% | -9.34% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -14.22% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -41.95% | -46.15% | +4.20% |
Max Drawdown (10Y)Largest decline over 10 years | -51.23% | -52.24% | +1.01% |
Current DrawdownCurrent decline from peak | -11.89% | -10.30% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -13.30% | -12.32% | -0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.98% | 5.55% | +0.43% |
Volatility
FSRBX vs. FRBAX - Volatility Comparison
Fidelity Select Banking Portfolio (FSRBX) has a higher volatility of 5.49% compared to John Hancock Regional Bank Fund (FRBAX) at 4.88%. This indicates that FSRBX's price experiences larger fluctuations and is considered to be riskier than FRBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRBX | FRBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.88% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 18.36% | 16.34% | +2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.58% | 25.54% | +2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.93% | 26.64% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.53% | 29.30% | +0.23% |