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FXIFX vs. FSELX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FXIFX and FSELX is 0.74, 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.


-0.50.00.51.00.7

Performance

FXIFX vs. FSELX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Fidelity Select Semiconductors Portfolio (FSELX). The values are adjusted to include any dividend payments, if applicable.

-20.00%-15.00%-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
3.34%
-4.25%
FXIFX
FSELX

Key characteristics

Sharpe Ratio

FXIFX:

1.36

FSELX:

0.95

Sortino Ratio

FXIFX:

1.93

FSELX:

1.44

Omega Ratio

FXIFX:

1.25

FSELX:

1.18

Calmar Ratio

FXIFX:

1.69

FSELX:

1.42

Martin Ratio

FXIFX:

8.26

FSELX:

3.89

Ulcer Index

FXIFX:

1.32%

FSELX:

8.87%

Daily Std Dev

FXIFX:

7.96%

FSELX:

36.44%

Max Drawdown

FXIFX:

-23.90%

FSELX:

-81.70%

Current Drawdown

FXIFX:

-3.32%

FSELX:

-8.32%

Returns By Period

In the year-to-date period, FXIFX achieves a 9.59% return, which is significantly lower than FSELX's 43.09% return. Over the past 10 years, FXIFX has underperformed FSELX with an annualized return of 6.86%, while FSELX has yielded a comparatively higher 17.54% annualized return.


FXIFX

YTD

9.59%

1M

-0.58%

6M

3.19%

1Y

10.29%

5Y*

5.99%

10Y*

6.86%

FSELX

YTD

43.09%

1M

3.00%

6M

-6.92%

1Y

34.31%

5Y*

22.91%

10Y*

17.54%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FXIFX vs. FSELX - Expense Ratio Comparison

FXIFX has a 0.12% expense ratio, which is lower than FSELX's 0.68% expense ratio.


FSELX
Fidelity Select Semiconductors Portfolio
Expense ratio chart for FSELX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%
Expense ratio chart for FXIFX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%

Risk-Adjusted Performance

FXIFX vs. FSELX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.


Sharpe ratio
The chart of Sharpe ratio for FXIFX, currently valued at 1.36, compared to the broader market-1.000.001.002.003.004.001.360.95
The chart of Sortino ratio for FXIFX, currently valued at 1.93, compared to the broader market-2.000.002.004.006.008.0010.001.931.44
The chart of Omega ratio for FXIFX, currently valued at 1.25, compared to the broader market0.501.001.502.002.503.003.501.251.18
The chart of Calmar ratio for FXIFX, currently valued at 1.69, compared to the broader market0.005.0010.0015.001.691.42
The chart of Martin ratio for FXIFX, currently valued at 8.26, compared to the broader market0.0020.0040.0060.008.263.89
FXIFX
FSELX

The current FXIFX Sharpe Ratio is 1.36, which is higher than the FSELX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of FXIFX and FSELX, 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 Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.36
0.95
FXIFX
FSELX

Dividends

FXIFX vs. FSELX - Dividend Comparison

FXIFX's dividend yield for the trailing twelve months is around 2.11%, more than FSELX's 0.07% yield.


TTM20232022202120202019201820172016201520142013
FXIFX
Fidelity Freedom Index 2030 Fund Investor Class
2.11%2.26%2.22%1.53%1.41%1.92%2.19%1.76%1.90%2.02%4.87%0.26%
FSELX
Fidelity Select Semiconductors Portfolio
0.07%0.10%0.18%0.04%0.51%0.76%0.76%1.04%0.71%16.31%3.48%0.61%

Drawdowns

FXIFX vs. FSELX - Drawdown Comparison

The maximum FXIFX drawdown since its inception was -23.90%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FXIFX and FSELX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.32%
-8.32%
FXIFX
FSELX

Volatility

FXIFX vs. FSELX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) is 2.50%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 8.13%. This indicates that FXIFX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
2.50%
8.13%
FXIFX
FSELX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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