HSFNX vs. FSPCX
Compare and contrast key facts about Hennessy Small Cap Financial Fund (HSFNX) and Fidelity Select Insurance Portfolio (FSPCX).
HSFNX is managed by BlackRock. It was launched on Jan 3, 1997. FSPCX is managed by Fidelity. It was launched on Dec 16, 1985.
Performance
HSFNX vs. FSPCX - Performance Comparison
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HSFNX vs. FSPCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSFNX Hennessy Small Cap Financial Fund | -0.51% | 12.79% | 10.76% | 4.64% | -11.14% | 42.76% | 2.56% | 19.91% | -15.88% | -0.20% |
FSPCX Fidelity Select Insurance Portfolio | -5.27% | 3.45% | 28.44% | 12.98% | 7.75% | 29.26% | 0.00% | 30.06% | -11.99% | 15.50% |
Returns By Period
In the year-to-date period, HSFNX achieves a -0.51% return, which is significantly higher than FSPCX's -5.27% return. Over the past 10 years, HSFNX has underperformed FSPCX with an annualized return of 8.98%, while FSPCX has yielded a comparatively higher 11.85% annualized return.
HSFNX
- 1D
- 0.52%
- 1M
- -2.64%
- YTD
- -0.51%
- 6M
- 6.75%
- 1Y
- 19.43%
- 3Y*
- 15.63%
- 5Y*
- 4.83%
- 10Y*
- 8.98%
FSPCX
- 1D
- 1.89%
- 1M
- -4.84%
- YTD
- -5.27%
- 6M
- -6.93%
- 1Y
- -9.38%
- 3Y*
- 13.82%
- 5Y*
- 12.52%
- 10Y*
- 11.85%
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HSFNX vs. FSPCX - Expense Ratio Comparison
HSFNX has a 1.58% expense ratio, which is higher than FSPCX's 0.78% expense ratio.
Return for Risk
HSFNX vs. FSPCX — Risk / Return Rank
HSFNX
FSPCX
HSFNX vs. FSPCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Small Cap Financial Fund (HSFNX) and Fidelity Select Insurance Portfolio (FSPCX). 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.
| HSFNX | FSPCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | -0.45 | +1.17 |
Sortino ratioReturn per unit of downside risk | 1.13 | -0.50 | +1.63 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.93 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | -0.80 | +2.10 |
Martin ratioReturn relative to average drawdown | 3.20 | -1.48 | +4.68 |
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
| HSFNX | FSPCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | -0.45 | +1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.72 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.59 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.55 | -0.38 |
Correlation
The correlation between HSFNX and FSPCX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HSFNX vs. FSPCX - Dividend Comparison
HSFNX's dividend yield for the trailing twelve months is around 11.05%, more than FSPCX's 3.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSFNX Hennessy Small Cap Financial Fund | 11.05% | 10.99% | 5.97% | 4.63% | 9.14% | 0.97% | 0.91% | 3.43% | 7.34% | 8.19% | 12.46% | 7.38% |
FSPCX Fidelity Select Insurance Portfolio | 3.53% | 3.35% | 8.72% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 32.69% | 12.52% | 2.81% | 3.11% |
Drawdowns
HSFNX vs. FSPCX - Drawdown Comparison
The maximum HSFNX drawdown since its inception was -70.18%, roughly equal to the maximum FSPCX drawdown of -69.48%. Use the drawdown chart below to compare losses from any high point for HSFNX and FSPCX.
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Drawdown Indicators
| HSFNX | FSPCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.18% | -69.48% | -0.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.61% | -11.69% | -1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -43.00% | -16.65% | -26.35% |
Max Drawdown (10Y)Largest decline over 10 years | -50.68% | -43.68% | -7.00% |
Current DrawdownCurrent decline from peak | -11.60% | -9.77% | -1.83% |
Average DrawdownAverage peak-to-trough decline | -26.15% | -9.71% | -16.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | 6.37% | -0.88% |
Volatility
HSFNX vs. FSPCX - Volatility Comparison
Hennessy Small Cap Financial Fund (HSFNX) has a higher volatility of 4.68% compared to Fidelity Select Insurance Portfolio (FSPCX) at 4.28%. This indicates that HSFNX's price experiences larger fluctuations and is considered to be riskier than FSPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSFNX | FSPCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 4.28% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 18.17% | 11.12% | +7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.96% | 18.95% | +9.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.59% | 17.48% | +10.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.28% | 20.07% | +9.21% |