FSRFX vs. FBGRX
Compare and contrast key facts about Fidelity Select Transportation Portfolio (FSRFX) and Fidelity Blue Chip Growth Fund (FBGRX).
FSRFX is an actively managed fund by Fidelity. It was launched on Sep 29, 1986. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FSRFX vs. FBGRX - Performance Comparison
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FSRFX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRFX Fidelity Select Transportation Portfolio | -0.92% | 11.45% | 1.01% | 19.29% | -10.21% | 27.79% | 12.83% | 18.43% | -11.02% | 22.00% |
FBGRX Fidelity Blue Chip Growth Fund | -11.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
In the year-to-date period, FSRFX achieves a -0.92% return, which is significantly higher than FBGRX's -11.15% return. Over the past 10 years, FSRFX has underperformed FBGRX with an annualized return of 10.16%, while FBGRX has yielded a comparatively higher 18.55% annualized return.
FSRFX
- 1D
- -0.50%
- 1M
- -10.95%
- YTD
- -0.92%
- 6M
- 4.56%
- 1Y
- 16.70%
- 3Y*
- 7.87%
- 5Y*
- 6.52%
- 10Y*
- 10.16%
FBGRX
- 1D
- -1.17%
- 1M
- -8.97%
- YTD
- -11.15%
- 6M
- -8.04%
- 1Y
- 22.53%
- 3Y*
- 24.68%
- 5Y*
- 11.15%
- 10Y*
- 18.55%
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FSRFX vs. FBGRX - Expense Ratio Comparison
FSRFX has a 0.69% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
FSRFX vs. FBGRX — Risk / Return Rank
FSRFX
FBGRX
FSRFX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Transportation Portfolio (FSRFX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
| FSRFX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.91 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.43 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.36 | -0.35 |
Martin ratioReturn relative to average drawdown | 3.47 | 5.44 | -1.97 |
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
| FSRFX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.91 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.45 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.79 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.64 | -0.08 |
Correlation
The correlation between FSRFX and FBGRX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FSRFX vs. FBGRX - Dividend Comparison
FSRFX's dividend yield for the trailing twelve months is around 4.21%, more than FBGRX's 2.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRFX Fidelity Select Transportation Portfolio | 4.21% | 4.18% | 1.67% | 2.68% | 8.82% | 12.00% | 7.97% | 3.98% | 11.42% | 5.16% | 1.97% | 7.51% |
FBGRX Fidelity Blue Chip Growth Fund | 2.14% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
FSRFX vs. FBGRX - Drawdown Comparison
The maximum FSRFX drawdown since its inception was -60.34%, roughly equal to the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FSRFX and FBGRX.
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Drawdown Indicators
| FSRFX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.34% | -58.64% | -1.70% |
Max Drawdown (1Y)Largest decline over 1 year | -14.28% | -13.89% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -28.97% | -43.08% | +14.11% |
Max Drawdown (10Y)Largest decline over 10 years | -41.11% | -43.08% | +1.97% |
Current DrawdownCurrent decline from peak | -11.69% | -12.65% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -8.68% | -12.58% | +3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 3.47% | +0.69% |
Volatility
FSRFX vs. FBGRX - Volatility Comparison
Fidelity Select Transportation Portfolio (FSRFX) has a higher volatility of 6.89% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.13%. This indicates that FSRFX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRFX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 6.13% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 14.57% | 13.36% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.09% | 24.63% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.61% | 24.86% | -4.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 23.59% | -1.77% |