FSRBX vs. VFAIX

In the year-to-date period, FSRBX achieves a -2.25% return, which is significantly lower than VFAIX's 5.07% return. Over the past 10 years, FSRBX has underperformed VFAIX with an annualized return of 3.34%, while VFAIX has yielded a comparatively higher 11.83% annualized return.

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FSRBX has a 0.73% expense ratio, which is higher than VFAIX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Banking Portfolio (FSRBX) and Vanguard Financials Index Fund Admiral Shares (VFAIX). 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 VFAIX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of FSRBX and VFAIX, 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 VFAIX's 1.77% yield.

The maximum FSRBX drawdown since its inception was -76.10%, roughly equal to the maximum VFAIX drawdown of -78.64%. Use the drawdown chart below to compare losses from any high point for FSRBX and VFAIX. For additional features, visit the drawdowns tool.

Fidelity Select Banking Portfolio (FSRBX) has a higher volatility of 6.91% compared to Vanguard Financials Index Fund Admiral Shares (VFAIX) at 5.68%. This indicates that FSRBX's price experiences larger fluctuations and is considered to be riskier than VFAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.