FSUTX vs. HTGC
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and Hercules Capital, Inc. (HTGC).
FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUTX or HTGC.
Key characteristics
| FSUTX | HTGC | |
|---|---|---|
| YTD Return | 29.89% | 25.94% |
| 1Y Return | 38.26% | 36.02% |
| 3Y Return (Ann) | 13.37% | 15.69% |
| 5Y Return (Ann) | 10.84% | 19.01% |
| 10Y Return (Ann) | 10.18% | 13.10% |
| Sharpe Ratio | 2.27 | 1.71 |
| Sortino Ratio | 3.13 | 2.03 |
| Omega Ratio | 1.39 | 1.35 |
| Calmar Ratio | 2.54 | 2.03 |
| Martin Ratio | 11.77 | 6.89 |
| Ulcer Index | 3.18% | 5.39% |
| Daily Std Dev | 16.45% | 21.72% |
| Max Drawdown | -65.05% | -68.29% |
| Current Drawdown | -3.53% | -7.09% |
Correlation
The correlation between FSUTX and HTGC is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSUTX vs. HTGC - Performance Comparison
In the year-to-date period, FSUTX achieves a 29.89% return, which is significantly higher than HTGC's 25.94% return. Over the past 10 years, FSUTX has underperformed HTGC with an annualized return of 10.18%, while HTGC has yielded a comparatively higher 13.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FSUTX vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and Hercules Capital, Inc. (HTGC). 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.
Dividends
FSUTX vs. HTGC - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 2.05%, less than HTGC's 8.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 2.05% | 2.11% | 1.66% | 1.63% | 2.31% | 2.01% | 1.71% | 1.62% | 2.48% | 6.97% | 9.07% | 4.14% |
HTGC Hercules Capital, Inc. | 8.53% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
FSUTX vs. HTGC - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -65.05%, roughly equal to the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for FSUTX and HTGC. For additional features, visit the drawdowns tool.
Volatility
FSUTX vs. HTGC - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) and Hercules Capital, Inc. (HTGC) have volatilities of 5.75% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.