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FSTCX vs. FAGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSTCX and FAGIX is 0.51, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

FSTCX vs. FAGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Telecommunications Portfolio (FSTCX) and Fidelity Capital & Income Fund (FAGIX). The values are adjusted to include any dividend payments, if applicable.

1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%December2025FebruaryMarchAprilMay
1,587.93%
2,226.45%
FSTCX
FAGIX

Key characteristics

Sharpe Ratio

FSTCX:

1.82

FAGIX:

0.93

Sortino Ratio

FSTCX:

2.43

FAGIX:

1.30

Omega Ratio

FSTCX:

1.33

FAGIX:

1.19

Calmar Ratio

FSTCX:

0.92

FAGIX:

0.89

Martin Ratio

FSTCX:

9.09

FAGIX:

3.42

Ulcer Index

FSTCX:

3.62%

FAGIX:

1.90%

Daily Std Dev

FSTCX:

18.08%

FAGIX:

6.95%

Max Drawdown

FSTCX:

-82.73%

FAGIX:

-37.80%

Current Drawdown

FSTCX:

-14.93%

FAGIX:

-2.59%

Returns By Period

In the year-to-date period, FSTCX achieves a 4.31% return, which is significantly higher than FAGIX's -0.19% return. Over the past 10 years, FSTCX has underperformed FAGIX with an annualized return of 0.94%, while FAGIX has yielded a comparatively higher 4.59% annualized return.


FSTCX

YTD

4.31%

1M

-3.53%

6M

3.87%

1Y

31.97%

5Y*

1.31%

10Y*

0.94%

FAGIX

YTD

-0.19%

1M

0.40%

6M

0.78%

1Y

7.13%

5Y*

7.21%

10Y*

4.59%

*Annualized

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FSTCX vs. FAGIX - Expense Ratio Comparison

FSTCX has a 0.79% expense ratio, which is higher than FAGIX's 0.67% expense ratio.


Expense ratio chart for FSTCX: current value is 0.79%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FSTCX: 0.79%
Expense ratio chart for FAGIX: current value is 0.67%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FAGIX: 0.67%

Risk-Adjusted Performance

FSTCX vs. FAGIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSTCX
The Risk-Adjusted Performance Rank of FSTCX is 8989
Overall Rank
The Sharpe Ratio Rank of FSTCX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of FSTCX is 8989
Sortino Ratio Rank
The Omega Ratio Rank of FSTCX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of FSTCX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of FSTCX is 9393
Martin Ratio Rank

FAGIX
The Risk-Adjusted Performance Rank of FAGIX is 7676
Overall Rank
The Sharpe Ratio Rank of FAGIX is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of FAGIX is 7474
Sortino Ratio Rank
The Omega Ratio Rank of FAGIX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FAGIX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of FAGIX is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSTCX vs. FAGIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Telecommunications Portfolio (FSTCX) and Fidelity Capital & Income Fund (FAGIX). 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 chart of Sharpe ratio for FSTCX, currently valued at 1.80, compared to the broader market-2.00-1.000.001.002.003.00
FSTCX: 1.80
FAGIX: 0.93
The chart of Sortino ratio for FSTCX, currently valued at 2.40, compared to the broader market-2.000.002.004.006.008.00
FSTCX: 2.40
FAGIX: 1.30
The chart of Omega ratio for FSTCX, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.00
FSTCX: 1.33
FAGIX: 1.19
The chart of Calmar ratio for FSTCX, currently valued at 0.93, compared to the broader market0.002.004.006.008.00
FSTCX: 0.93
FAGIX: 0.89
The chart of Martin ratio for FSTCX, currently valued at 8.95, compared to the broader market0.0010.0020.0030.0040.00
FSTCX: 8.95
FAGIX: 3.42

The current FSTCX Sharpe Ratio is 1.82, which is higher than the FAGIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of FSTCX and FAGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
1.80
0.93
FSTCX
FAGIX

Dividends

FSTCX vs. FAGIX - Dividend Comparison

FSTCX's dividend yield for the trailing twelve months is around 2.12%, less than FAGIX's 4.59% yield.


TTM20242023202220212020201920182017201620152014
FSTCX
Fidelity Select Telecommunications Portfolio
2.12%2.19%3.72%8.13%15.37%8.11%3.33%3.23%20.29%6.40%1.99%3.66%
FAGIX
Fidelity Capital & Income Fund
4.59%5.03%5.29%11.37%6.55%4.88%5.00%7.39%5.05%4.12%5.01%8.08%

Drawdowns

FSTCX vs. FAGIX - Drawdown Comparison

The maximum FSTCX drawdown since its inception was -82.73%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FSTCX and FAGIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-14.93%
-2.59%
FSTCX
FAGIX

Volatility

FSTCX vs. FAGIX - Volatility Comparison

Fidelity Select Telecommunications Portfolio (FSTCX) has a higher volatility of 9.06% compared to Fidelity Capital & Income Fund (FAGIX) at 4.37%. This indicates that FSTCX's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%December2025FebruaryMarchAprilMay
9.06%
4.37%
FSTCX
FAGIX