IHT vs. FSMEX
Compare and contrast key facts about InnSuites Hospitality Trust (IHT) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX).
FSMEX is managed by Fidelity. It was launched on Apr 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IHT or FSMEX.
Key characteristics
| IHT | FSMEX | |
|---|---|---|
| YTD Return | 16.69% | 10.93% |
| 1Y Return | 67.12% | 33.72% |
| 3Y Return (Ann) | -20.79% | -7.46% |
| 5Y Return (Ann) | 5.87% | 4.10% |
| 10Y Return (Ann) | -1.14% | 6.54% |
| Sharpe Ratio | 0.97 | 1.94 |
| Sortino Ratio | 1.73 | 2.70 |
| Omega Ratio | 1.21 | 1.34 |
| Calmar Ratio | 0.72 | 0.72 |
| Martin Ratio | 4.18 | 7.25 |
| Ulcer Index | 15.40% | 4.23% |
| Daily Std Dev | 66.17% | 15.83% |
| Max Drawdown | -94.82% | -43.45% |
| Current Drawdown | -82.58% | -23.07% |
Correlation
The correlation between IHT and FSMEX is 0.01, 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
IHT vs. FSMEX - Performance Comparison
In the year-to-date period, IHT achieves a 16.69% return, which is significantly higher than FSMEX's 10.93% return. Over the past 10 years, IHT has underperformed FSMEX with an annualized return of -1.14%, while FSMEX has yielded a comparatively higher 6.54% annualized 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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Risk-Adjusted Performance
IHT vs. FSMEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for InnSuites Hospitality Trust (IHT) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX). 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
IHT vs. FSMEX - Dividend Comparison
IHT's dividend yield for the trailing twelve months is around 1.03%, while FSMEX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHT InnSuites Hospitality Trust | 1.03% | 1.18% | 1.20% | 0.92% | 0.91% | 1.31% | 1.27% | 1.71% | 0.44% | 0.48% | 0.40% | 0.60% |
FSMEX Fidelity Select Medical Technology and Devices Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.00% | 11.71% | 5.17% | 9.84% |
Drawdowns
IHT vs. FSMEX - Drawdown Comparison
The maximum IHT drawdown since its inception was -94.82%, which is greater than FSMEX's maximum drawdown of -43.45%. Use the drawdown chart below to compare losses from any high point for IHT and FSMEX. For additional features, visit the drawdowns tool.
Volatility
IHT vs. FSMEX - Volatility Comparison
InnSuites Hospitality Trust (IHT) has a higher volatility of 10.53% compared to Fidelity Select Medical Technology and Devices Portfolio (FSMEX) at 4.09%. This indicates that IHT's price experiences larger fluctuations and is considered to be riskier than FSMEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.