FSRPX vs. FOCPX
FSRPX (Fidelity Select Retailing Portfolio) and FOCPX (Fidelity OTC Portfolio) are both mutual funds - FSRPX is a Consumer Discretionary Equities fund managed by Fidelity, while FOCPX is a Large Cap Growth Equities fund actively managed by Fidelity. Over the past 10 years, FSRPX returned 11.92%/yr vs 20.98%/yr for FOCPX. Their 0.71 correlation means they have sometimes moved together and sometimes differently. FSRPX charges 0.72%/yr vs 0.73%/yr for FOCPX.
Performance
FSRPX vs. FOCPX - Performance Comparison
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Returns By Period
In the year-to-date period, FSRPX achieves a 4.39% return, which is significantly lower than FOCPX's 18.16% return. Over the past 10 years, FSRPX has underperformed FOCPX with an annualized return of 11.92%, while FOCPX has yielded a comparatively higher 20.98% annualized return.
FSRPX
- 1D
- -0.45%
- 1M
- 0.80%
- 6M
- 0.79%
- YTD
- 4.39%
- 1Y
- -3.17%
- 3Y*
- 9.97%
- 5Y*
- 2.51%
- 10Y*
- 11.92%
- ALL TIME*
- 13.27%
FOCPX
- 1D
- 2.57%
- 1M
- -5.22%
- 6M
- 15.55%
- YTD
- 18.16%
- 1Y
- 36.11%
- 3Y*
- 28.54%
- 5Y*
- 15.54%
- 10Y*
- 20.98%
- ALL TIME*
- 14.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSRPX vs. FOCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRPX Fidelity Select Retailing Portfolio | 4.39% | -4.15% | 23.28% | 26.94% | -29.44% | 18.25% | 44.27% | 26.33% | 4.58% | 25.55% |
FOCPX Fidelity OTC Portfolio | 18.16% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
Correlation
The correlation between FSRPX and FOCPX is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Dec 16, 1985 | 0.71 |
Over the past year, the correlation between FSRPX and FOCPX has dropped to 0.39 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
FSRPX vs. FOCPX — Risk / Return Rank
FSRPX
FOCPX
FSRPX vs. FOCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Retailing Portfolio (FSRPX) and Fidelity OTC Portfolio (FOCPX). 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 | FOCPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.93 | ||
| Sortino ratioReturn per unit of downside risk | -2.47 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.28 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | 3.06 | -3.36 |
| Martin ratioReturn relative to average drawdown | -0.64 | 10.51 | -11.15 |
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Drawdowns
FSRPX vs. FOCPX - Drawdown Comparison
The maximum FSRPX drawdown since its inception was -55.75%, smaller than the maximum FOCPX drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for FSRPX and FOCPX.
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Drawdown Indicators
| FSRPX | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.75% | -70.25% | +14.50% |
Max Drawdown (1Y)Largest decline over 1 year | -17.79% | -11.29% | -6.50% |
Max Drawdown (3Y)Largest decline over 3 years | -22.58% | -24.82% | +2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -39.01% | -37.05% | -1.96% |
Max Drawdown (10Y)Largest decline over 10 years | -39.01% | -37.05% | -1.96% |
Current DrawdownCurrent decline from peak | -9.32% | -8.83% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -9.09% | -16.96% | +7.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.54% | 3.28% | +5.26% |
Volatility
FSRPX vs. FOCPX - Volatility Comparison
The current volatility for Fidelity Select Retailing Portfolio (FSRPX) is 4.65%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 6.26%. This indicates that FSRPX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRPX | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 6.26% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.28% | 17.25% | -4.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.96% | 20.90% | -0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.81% | 23.14% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 22.59% | -0.94% |
FSRPX vs. FOCPX - Expense Ratio Comparison
FSRPX has a 0.72% expense ratio, which is lower than FOCPX's 0.73% expense ratio.
Dividends
FSRPX vs. FOCPX - Dividend Comparison
FSRPX's dividend yield for the trailing twelve months is around 6.57%, which matches FOCPX's 6.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 6.58% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
FSRPX Fidelity Select Retailing Portfolio | 6.57% | 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 FOCPX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FOCPX has higher volatility (6.26%) compared to FSRPX (4.65%). In terms of maximum drawdown, FSRPX dropped -55.75% vs FOCPX's -70.25%.
FOCPX currently has the higher Sharpe Ratio (1.65 vs -0.28), 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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