FSRPX vs. FIUIX
FSRPX (Fidelity Select Retailing Portfolio) and FIUIX (Fidelity Telecom and Utilities Fund) are both mutual funds - FSRPX is a Consumer Discretionary Equities fund managed by Fidelity, while FIUIX is a Utilities Equities fund managed by Fidelity. Over the past 10 years, FSRPX returned 12.16%/yr vs 8.66%/yr for FIUIX. A 0.52 correlation means they provide meaningful diversification when combined. FSRPX charges 0.72%/yr vs 0.68%/yr for FIUIX.
Performance
FSRPX vs. FIUIX - Performance Comparison
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Returns By Period
In the year-to-date period, FSRPX achieves a 4.45% return, which is significantly higher than FIUIX's 4.13% return. Over the past 10 years, FSRPX has outperformed FIUIX with an annualized return of 12.16%, while FIUIX has yielded a comparatively lower 8.66% annualized return.
FSRPX
- 1D
- 1.21%
- 1M
- -0.74%
- 6M
- -2.05%
- YTD
- 4.45%
- 1Y
- -2.31%
- 3Y*
- 10.67%
- 5Y*
- 2.79%
- 10Y*
- 12.16%
FIUIX
- 1D
- -0.49%
- 1M
- -1.09%
- 6M
- 2.56%
- YTD
- 4.13%
- 1Y
- 2.02%
- 3Y*
- 14.65%
- 5Y*
- 9.76%
- 10Y*
- 8.66%
FSRPX vs. FIUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRPX Fidelity Select Retailing Portfolio | 4.45% | -4.15% | 23.28% | 26.94% | -29.44% | 18.25% | 44.27% | 26.33% | 4.58% | 25.55% |
FIUIX Fidelity Telecom and Utilities Fund | 4.13% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
Correlation
The correlation between FSRPX and FIUIX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 1987 | 0.52 |
Over the past year, the correlation between FSRPX and FIUIX has dropped to 0.26 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
FSRPX vs. FIUIX — Risk / Return Rank
FSRPX
FIUIX
FSRPX vs. FIUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Retailing Portfolio (FSRPX) and Fidelity Telecom and Utilities Fund (FIUIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSRPX | FIUIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.03 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.14 | -0.29 |
| Martin ratioReturn relative to average drawdown | -0.33 | 0.32 | -0.65 |
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Drawdowns
FSRPX vs. FIUIX - Drawdown Comparison
The maximum FSRPX drawdown since its inception was -55.75%, smaller than the maximum FIUIX drawdown of -66.48%. Use the drawdown chart below to compare losses from any high point for FSRPX and FIUIX.
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Drawdown Indicators
| FSRPX | FIUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.75% | -66.48% | +10.73% |
Max Drawdown (1Y)Largest decline over 1 year | -17.79% | -13.84% | -3.95% |
Max Drawdown (3Y)Largest decline over 3 years | -22.58% | -13.84% | -8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -39.01% | -16.64% | -22.37% |
Max Drawdown (10Y)Largest decline over 10 years | -39.01% | -33.51% | -5.50% |
Current DrawdownCurrent decline from peak | -9.27% | -8.35% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -9.09% | -11.73% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.28% | 5.93% | +2.35% |
Volatility
FSRPX vs. FIUIX - Volatility Comparison
Fidelity Select Retailing Portfolio (FSRPX) has a higher volatility of 5.30% compared to Fidelity Telecom and Utilities Fund (FIUIX) at 3.73%. This indicates that FSRPX's price experiences larger fluctuations and is considered to be riskier than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRPX | FIUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 3.73% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 11.31% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.68% | 15.63% | +4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.80% | 15.95% | +6.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 17.17% | +4.46% |
FSRPX vs. FIUIX - Expense Ratio Comparison
FSRPX has a 0.72% expense ratio, which is higher than FIUIX's 0.68% expense ratio.
Dividends
FSRPX vs. FIUIX - Dividend Comparison
FSRPX's dividend yield for the trailing twelve months is around 6.56%, more than FIUIX's 3.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.11% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
FSRPX Fidelity Select Retailing Portfolio | 6.56% | 8.75% | 12.41% | 7.40% | 2.90% | 15.92% | 6.82% | 2.13% | 2.17% | 3.37% | 0.14% | 1.22% |
Frequently Asked Questions
FSRPX and FIUIX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSRPX has higher volatility (5.30%) compared to FIUIX (3.73%). In terms of maximum drawdown, FSRPX dropped -55.75% vs FIUIX's -66.48%.
FIUIX currently has the higher Sharpe Ratio (0.12 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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