NAVIX vs. FSELX
Compare and contrast key facts about Navigator Equity Hedged Fund (NAVIX) and Fidelity Select Semiconductors Portfolio (FSELX).
NAVIX is managed by Navigator Funds. It was launched on Dec 27, 2010. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NAVIX or FSELX.
Correlation
The correlation between NAVIX and FSELX is 0.03, 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
NAVIX vs. FSELX - Performance Comparison
Key characteristics
NAVIX:
0.98
FSELX:
0.66
NAVIX:
3.64
FSELX:
1.08
NAVIX:
2.68
FSELX:
1.14
NAVIX:
2.13
FSELX:
1.03
NAVIX:
6.07
FSELX:
2.64
NAVIX:
6.16%
FSELX:
9.57%
NAVIX:
49.84%
FSELX:
38.40%
NAVIX:
-37.82%
FSELX:
-81.70%
NAVIX:
0.00%
FSELX:
-10.04%
Returns By Period
Over the past 10 years, NAVIX has outperformed FSELX with an annualized return of 18.27%, while FSELX has yielded a comparatively lower 16.59% annualized return.
NAVIX
0.00%
0.00%
0.00%
43.38%
54.47%
18.27%
FSELX
1.73%
-6.56%
-0.35%
17.70%
21.90%
16.59%
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NAVIX vs. FSELX - Expense Ratio Comparison
NAVIX has a 1.10% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
NAVIX vs. FSELX — Risk-Adjusted Performance Rank
NAVIX
FSELX
NAVIX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Navigator Equity Hedged Fund (NAVIX) 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.
Dividends
NAVIX vs. FSELX - Dividend Comparison
NAVIX's dividend yield for the trailing twelve months is around 24.69%, while FSELX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAVIX Navigator Equity Hedged Fund | 24.69% | 24.69% | 0.29% | 0.51% | 7.67% | 0.29% | 0.53% | 0.40% | 5.46% | 0.54% | 2.22% | 2.62% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 0.00% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
NAVIX vs. FSELX - Drawdown Comparison
The maximum NAVIX drawdown since its inception was -37.82%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for NAVIX and FSELX. For additional features, visit the drawdowns tool.
Volatility
NAVIX vs. FSELX - Volatility Comparison
The current volatility for Navigator Equity Hedged Fund (NAVIX) is 0.00%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 14.82%. This indicates that NAVIX 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.