FSRBX vs. FSLBX

In the year-to-date period, FSRBX achieves a -2.25% return, which is significantly lower than FSLBX's 0.68% return. Over the past 10 years, FSRBX has underperformed FSLBX with an annualized return of 3.34%, while FSLBX has yielded a comparatively higher 10.45% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FSRBX has a 0.73% expense ratio, which is lower than FSLBX's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Banking Portfolio (FSRBX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX). 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 FSLBX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of FSRBX and FSLBX, 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%, more than FSLBX's 0.69% yield.

The maximum FSRBX drawdown since its inception was -76.10%, which is greater than FSLBX's maximum drawdown of -67.49%. Use the drawdown chart below to compare losses from any high point for FSRBX and FSLBX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Select Banking Portfolio (FSRBX) is 6.91%, while Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a volatility of 7.44%. This indicates that FSRBX experiences smaller price fluctuations and is considered to be less risky than FSLBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.