NRDS vs. FSRPX
NRDS (NerdWallet, Inc.) is a stock, while FSRPX (Fidelity Select Retailing Portfolio) is Consumer Discretionary Equities fund managed by Fidelity. Over the past 3 years, NRDS returned -1.17%/yr vs 10.57%/yr for FSRPX. At a 0.48 correlation, their price movements are largely independent.
Performance
NRDS vs. FSRPX - Performance Comparison
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Returns By Period
In the year-to-date period, NRDS achieves a -29.96% return, which is significantly lower than FSRPX's 3.50% return.
NRDS
- 1D
- 0.21%
- 1M
- 11.65%
- 6M
- -27.78%
- YTD
- -29.96%
- 1Y
- -10.39%
- 3Y*
- -1.17%
- 5Y*
- —
- 10Y*
- —
FSRPX
- 1D
- 0.81%
- 1M
- -1.14%
- 6M
- -3.10%
- YTD
- 3.50%
- 1Y
- -4.69%
- 3Y*
- 10.57%
- 5Y*
- 1.91%
- 10Y*
- 11.99%
NRDS vs. FSRPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NRDS NerdWallet, Inc. | -29.96% | 1.88% | -9.65% | 53.33% | -38.26% | -33.83% |
FSRPX Fidelity Select Retailing Portfolio | 3.50% | -4.15% | 23.28% | 26.94% | -29.44% | -1.80% |
Correlation
The correlation between NRDS and FSRPX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2021 | 0.48 |
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Return for Risk
NRDS vs. FSRPX — Risk / Return Rank
NRDS
FSRPX
NRDS vs. FSRPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NerdWallet, Inc. (NRDS) and Fidelity Select Retailing Portfolio (FSRPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NRDS | FSRPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.97 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | -0.28 | +0.08 |
| Martin ratioReturn relative to average drawdown | -0.39 | -0.60 | +0.21 |
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Drawdowns
NRDS vs. FSRPX - Drawdown Comparison
The maximum NRDS drawdown since its inception was -77.00%, which is greater than FSRPX's maximum drawdown of -55.75%. Use the drawdown chart below to compare losses from any high point for NRDS and FSRPX.
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Drawdown Indicators
| NRDS | FSRPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.00% | -55.75% | -21.25% |
Max Drawdown (1Y)Largest decline over 1 year | -52.42% | -17.79% | -34.63% |
Max Drawdown (3Y)Largest decline over 3 years | -55.36% | -22.58% | -32.78% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.01% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.01% | — |
Current DrawdownCurrent decline from peak | -66.47% | -10.09% | -56.38% |
Average DrawdownAverage peak-to-trough decline | -57.35% | -9.09% | -48.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.99% | 8.21% | +18.78% |
Volatility
NRDS vs. FSRPX - Volatility Comparison
NerdWallet, Inc. (NRDS) has a higher volatility of 9.12% compared to Fidelity Select Retailing Portfolio (FSRPX) at 5.56%. This indicates that NRDS's price experiences larger fluctuations and is considered to be riskier than FSRPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NRDS | FSRPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.12% | 5.56% | +3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 35.34% | 12.14% | +23.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.64% | 19.65% | +28.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 68.17% | 22.80% | +45.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 68.17% | 21.62% | +46.55% |
Dividends
NRDS vs. FSRPX - Dividend Comparison
NRDS has not paid dividends to shareholders, while FSRPX's dividend yield for the trailing twelve months is around 6.62%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRPX Fidelity Select Retailing Portfolio | 6.62% | 8.75% | 12.41% | 7.40% | 2.90% | 15.92% | 6.82% | 2.13% | 2.17% | 3.37% | 0.14% | 1.22% |
NRDS NerdWallet, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NRDS and FSRPX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NRDS has higher volatility (9.12%) compared to FSRPX (5.56%). In terms of maximum drawdown, NRDS dropped -77.00% vs FSRPX's -55.75%.
NRDS currently has the higher Sharpe Ratio (-0.21 vs -0.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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