PortfoliosLab logoPortfoliosLab logo
IHT vs. FSMEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IHT vs. FSMEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in InnSuites Hospitality Trust (IHT) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

IHT vs. FSMEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IHT
InnSuites Hospitality Trust
-23.93%-37.47%29.60%2.33%-22.86%-0.34%46.16%-1.33%-9.04%-20.96%
FSMEX
Fidelity Select Medical Technology and Devices Portfolio
-17.58%8.13%18.37%0.62%-24.84%24.56%30.18%29.58%15.98%26.66%

Returns By Period

In the year-to-date period, IHT achieves a -23.93% return, which is significantly lower than FSMEX's -17.58% return. Over the past 10 years, IHT has underperformed FSMEX with an annualized return of -6.85%, while FSMEX has yielded a comparatively higher 10.46% annualized return.


IHT

1D
-0.97%
1M
-2.87%
YTD
-23.93%
6M
-44.31%
1Y
-54.70%
3Y*
-8.57%
5Y*
-16.32%
10Y*
-6.85%

FSMEX

1D
-0.58%
1M
-11.19%
YTD
-17.58%
6M
-11.01%
1Y
-8.83%
3Y*
0.36%
5Y*
-0.71%
10Y*
10.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


Return for Risk

IHT vs. FSMEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IHT
IHT Risk / Return Rank: 1313
Overall Rank
IHT Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
IHT Sortino Ratio Rank: 1212
Sortino Ratio Rank
IHT Omega Ratio Rank: 1111
Omega Ratio Rank
IHT Calmar Ratio Rank: 1212
Calmar Ratio Rank
IHT Martin Ratio Rank: 1717
Martin Ratio Rank

FSMEX
FSMEX Risk / Return Rank: 22
Overall Rank
FSMEX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
FSMEX Sortino Ratio Rank: 22
Sortino Ratio Rank
FSMEX Omega Ratio Rank: 22
Omega Ratio Rank
FSMEX Calmar Ratio Rank: 22
Calmar Ratio Rank
FSMEX Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IHT vs. FSMEX - Risk-Adjusted Trends 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.


IHTFSMEXDifference

Sharpe ratio

Return per unit of total volatility

-0.62

-0.41

-0.22

Sortino ratio

Return per unit of downside risk

-0.92

-0.46

-0.46

Omega ratio

Gain probability vs. loss probability

0.86

0.94

-0.08

Calmar ratio

Return relative to maximum drawdown

-0.81

-0.48

-0.33

Martin ratio

Return relative to average drawdown

-1.24

-1.55

+0.31

IHT vs. FSMEX - Sharpe Ratio Comparison

The current IHT Sharpe Ratio is -0.62, which is lower than the FSMEX Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of IHT and FSMEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


IHTFSMEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.62

-0.41

-0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.16

-0.03

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.07

0.51

-0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

0.65

-0.74

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.


Dividends

IHT vs. FSMEX - Dividend Comparison

IHT's dividend yield for the trailing twelve months is around 1.98%, less than FSMEX's 12.78% yield.


TTM20252024202320222021202020192018201720162015
IHT
InnSuites Hospitality Trust
1.98%1.49%0.93%1.18%1.20%0.92%0.91%1.31%1.27%1.71%0.44%0.48%
FSMEX
Fidelity Select Medical Technology and Devices Portfolio
12.78%10.53%17.04%0.00%1.80%8.12%6.65%1.77%7.47%6.26%5.84%16.35%

Drawdowns

IHT vs. FSMEX - Drawdown Comparison

The maximum IHT drawdown since its inception was -96.89%, which is greater than FSMEX's maximum drawdown of -40.34%. Use the drawdown chart below to compare losses from any high point for IHT and FSMEX.


Loading graphics...

Drawdown Indicators


IHTFSMEXDifference

Max Drawdown

Largest peak-to-trough decline

-96.89%

-40.34%

-56.55%

Max Drawdown (1Y)

Largest decline over 1 year

-69.30%

-21.04%

-48.26%

Max Drawdown (5Y)

Largest decline over 5 years

-91.17%

-40.34%

-50.83%

Max Drawdown (10Y)

Largest decline over 10 years

-91.17%

-40.34%

-50.83%

Current Drawdown

Current decline from peak

-93.34%

-22.82%

-70.52%

Average Drawdown

Average peak-to-trough decline

-75.68%

-7.66%

-68.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

44.92%

6.50%

+38.42%

Volatility

IHT vs. FSMEX - Volatility Comparison

InnSuites Hospitality Trust (IHT) has a higher volatility of 6.84% compared to Fidelity Select Medical Technology and Devices Portfolio (FSMEX) at 5.85%. 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.


Loading graphics...

Volatility by Period


IHTFSMEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.84%

5.85%

+0.99%

Volatility (6M)

Calculated over the trailing 6-month period

34.96%

12.32%

+22.64%

Volatility (1Y)

Calculated over the trailing 1-year period

88.37%

21.03%

+67.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

101.37%

20.75%

+80.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

94.60%

20.59%

+74.01%