FSUTX vs. RCTIX
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and River Canyon Total Return Bond Fund (RCTIX).
FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981. RCTIX is managed by River Canyon. It was launched on Dec 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUTX or RCTIX.
Key characteristics
| FSUTX | RCTIX | |
|---|---|---|
| YTD Return | 25.84% | 7.46% |
| 1Y Return | 26.62% | 11.89% |
| 3Y Return (Ann) | 12.36% | 4.35% |
| 5Y Return (Ann) | 9.95% | 4.76% |
| Sharpe Ratio | 1.66 | 4.25 |
| Daily Std Dev | 17.14% | 2.80% |
| Max Drawdown | -65.05% | -10.89% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FSUTX and RCTIX is 0.14, 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. RCTIX - Performance Comparison
In the year-to-date period, FSUTX achieves a 25.84% return, which is significantly higher than RCTIX's 7.46% 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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FSUTX vs. RCTIX - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is lower than RCTIX's 0.89% expense ratio.
Risk-Adjusted Performance
FSUTX vs. RCTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and River Canyon Total Return Bond Fund (RCTIX). 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. RCTIX - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 4.72%, less than RCTIX's 8.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 4.72% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.53% | 5.61% | 2.51% | 6.97% | 9.07% | 4.14% |
RCTIX River Canyon Total Return Bond Fund | 8.06% | 8.51% | 5.98% | 3.02% | 5.96% | 4.97% | 3.30% | 4.89% | 3.56% | 5.74% | 0.00% | 0.00% |
Drawdowns
FSUTX vs. RCTIX - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -65.05%, which is greater than RCTIX's maximum drawdown of -10.89%. Use the drawdown chart below to compare losses from any high point for FSUTX and RCTIX. For additional features, visit the drawdowns tool.
Volatility
FSUTX vs. RCTIX - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 3.01% compared to River Canyon Total Return Bond Fund (RCTIX) at 0.67%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than RCTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.