FSUTX vs. RYUIX
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and Rydex Utilities Fund (RYUIX).
FSUTX is managed by Fidelity. It was launched on Dec 9, 1981. RYUIX is managed by Rydex Funds. It was launched on Apr 2, 2000.
Performance
FSUTX vs. RYUIX - Performance Comparison
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FSUTX vs. RYUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 6.77% | 16.19% | 28.76% | -1.12% | 5.20% | 17.64% | 0.75% | 22.68% | 8.41% | 17.94% |
RYUIX Rydex Utilities Fund | 7.22% | 17.90% | 20.25% | -6.78% | 1.32% | 15.08% | -4.56% | 19.38% | 4.07% | 11.36% |
Returns By Period
In the year-to-date period, FSUTX achieves a 6.77% return, which is significantly lower than RYUIX's 7.22% return. Over the past 10 years, FSUTX has outperformed RYUIX with an annualized return of 12.04%, while RYUIX has yielded a comparatively lower 8.29% annualized return.
FSUTX
- 1D
- -0.14%
- 1M
- -4.57%
- YTD
- 6.77%
- 6M
- 6.04%
- 1Y
- 21.04%
- 3Y*
- 17.73%
- 5Y*
- 13.73%
- 10Y*
- 12.04%
RYUIX
- 1D
- 0.49%
- 1M
- -3.53%
- YTD
- 7.22%
- 6M
- 5.29%
- 1Y
- 19.88%
- 3Y*
- 13.37%
- 5Y*
- 9.84%
- 10Y*
- 8.29%
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FSUTX vs. RYUIX - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is lower than RYUIX's 1.39% expense ratio.
Return for Risk
FSUTX vs. RYUIX — Risk / Return Rank
FSUTX
RYUIX
FSUTX vs. RYUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and Rydex Utilities Fund (RYUIX). 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.
| FSUTX | RYUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.40 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.89 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.64 | -0.16 |
Martin ratioReturn relative to average drawdown | 6.24 | 6.40 | -0.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSUTX | RYUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.40 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.60 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.44 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.28 | +0.40 |
Correlation
The correlation between FSUTX and RYUIX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSUTX vs. RYUIX - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 6.19%, more than RYUIX's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 6.19% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
RYUIX Rydex Utilities Fund | 1.74% | 1.87% | 0.67% | 3.16% | 0.81% | 2.61% | 2.17% | 0.91% | 0.00% | 2.61% | 10.04% | 1.62% |
Drawdowns
FSUTX vs. RYUIX - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -66.73%, which is greater than RYUIX's maximum drawdown of -63.29%. Use the drawdown chart below to compare losses from any high point for FSUTX and RYUIX.
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Drawdown Indicators
| FSUTX | RYUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.73% | -63.29% | -3.44% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -8.27% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -20.15% | -24.28% | +4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -37.61% | -36.88% | -0.73% |
Current DrawdownCurrent decline from peak | -4.57% | -3.53% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -14.53% | +3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.41% | +0.25% |
Volatility
FSUTX vs. RYUIX - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 6.05% compared to Rydex Utilities Fund (RYUIX) at 4.91%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than RYUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSUTX | RYUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 4.91% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 9.58% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.24% | 15.08% | +1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 16.54% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 18.88% | +0.42% |