FSVLX vs. FLC
Compare and contrast key facts about Fidelity Select Fintech Portfolio (FSVLX) and Flaherty & Crumrine Total Return Fund Inc (FLC).
FSVLX is managed by Fidelity. It was launched on Dec 16, 1985. FLC is an actively managed fund by Flaherty & Crumrine. It was launched on Aug 29, 2003.
Performance
FSVLX vs. FLC - Performance Comparison
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FSVLX vs. FLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSVLX Fidelity Select Fintech Portfolio | -26.09% | 0.26% | 22.04% | 24.55% | -29.75% | 22.31% | 2.25% | 34.18% | -10.51% | 23.13% |
FLC Flaherty & Crumrine Total Return Fund Inc | -3.43% | 12.38% | 23.05% | -0.83% | -25.11% | 2.82% | 14.12% | 38.65% | -14.14% | 17.00% |
Returns By Period
In the year-to-date period, FSVLX achieves a -26.09% return, which is significantly lower than FLC's -3.43% return. Over the past 10 years, FSVLX has outperformed FLC with an annualized return of 5.68%, while FLC has yielded a comparatively lower 5.33% annualized return.
FSVLX
- 1D
- 0.98%
- 1M
- -8.94%
- YTD
- -26.09%
- 6M
- -26.40%
- 1Y
- -22.13%
- 3Y*
- 1.24%
- 5Y*
- -3.51%
- 10Y*
- 5.68%
FLC
- 1D
- 1.59%
- 1M
- -5.90%
- YTD
- -3.43%
- 6M
- -3.32%
- 1Y
- 6.24%
- 3Y*
- 11.79%
- 5Y*
- -0.62%
- 10Y*
- 5.33%
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FSVLX vs. FLC - Expense Ratio Comparison
FSVLX has a 0.81% expense ratio, which is lower than FLC's 1.64% expense ratio.
Return for Risk
FSVLX vs. FLC — Risk / Return Rank
FSVLX
FLC
FSVLX vs. FLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Fintech Portfolio (FSVLX) and Flaherty & Crumrine Total Return Fund Inc (FLC). 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.
| FSVLX | FLC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.81 | 0.55 | -1.37 |
Sortino ratioReturn per unit of downside risk | -1.04 | 0.75 | -1.80 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.14 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 0.70 | -1.45 |
Martin ratioReturn relative to average drawdown | -2.19 | 2.71 | -4.89 |
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
| FSVLX | FLC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | 0.55 | -1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | -0.04 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.24 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.28 | +0.05 |
Correlation
The correlation between FSVLX and FLC is 0.30, 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.
Dividends
FSVLX vs. FLC - Dividend Comparison
FSVLX has not paid dividends to shareholders, while FLC's dividend yield for the trailing twelve months is around 7.36%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSVLX Fidelity Select Fintech Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.25% | 1.93% | 1.77% | 8.59% | 1.58% | 3.84% | 10.51% |
FLC Flaherty & Crumrine Total Return Fund Inc | 7.36% | 6.81% | 6.62% | 7.38% | 8.95% | 6.86% | 6.27% | 6.31% | 8.34% | 7.22% | 8.20% | 8.51% |
Drawdowns
FSVLX vs. FLC - Drawdown Comparison
The maximum FSVLX drawdown since its inception was -83.84%, which is greater than FLC's maximum drawdown of -76.79%. Use the drawdown chart below to compare losses from any high point for FSVLX and FLC.
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Drawdown Indicators
| FSVLX | FLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.84% | -76.79% | -7.05% |
Max Drawdown (1Y)Largest decline over 1 year | -30.77% | -8.69% | -22.08% |
Max Drawdown (5Y)Largest decline over 5 years | -42.62% | -40.14% | -2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -51.70% | -55.27% | +3.57% |
Current DrawdownCurrent decline from peak | -31.45% | -6.77% | -24.68% |
Average DrawdownAverage peak-to-trough decline | -25.64% | -10.92% | -14.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.55% | 2.26% | +8.29% |
Volatility
FSVLX vs. FLC - Volatility Comparison
Fidelity Select Fintech Portfolio (FSVLX) has a higher volatility of 7.96% compared to Flaherty & Crumrine Total Return Fund Inc (FLC) at 4.25%. This indicates that FSVLX's price experiences larger fluctuations and is considered to be riskier than FLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSVLX | FLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 4.25% | +3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 17.16% | 5.78% | +11.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.00% | 11.34% | +14.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 14.23% | +10.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.66% | 22.06% | +3.60% |