OCMAX vs. FSELX
Compare and contrast key facts about OCM Gold Atlas (OCMAX) and Fidelity Select Semiconductors Portfolio (FSELX).
OCMAX is an actively managed fund by OCM. It was launched on Mar 31, 2010. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Performance
OCMAX vs. FSELX - Performance Comparison
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OCMAX vs. FSELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OCMAX OCM Gold Atlas | 0.41% | 168.37% | 23.87% | 4.82% | -17.28% | -9.16% | 45.45% | 58.42% | -13.25% | 10.55% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 52.17% | 49.68% | 78.49% | -35.27% | 59.16% | 44.33% | 64.50% | -12.01% | 34.51% |
Returns By Period
Over the past 10 years, OCMAX has underperformed FSELX with an annualized return of 19.69%, while FSELX has yielded a comparatively higher 31.42% annualized return.
OCMAX
- 1D
- 0.43%
- 1M
- -23.39%
- YTD
- 0.41%
- 6M
- 19.80%
- 1Y
- 95.92%
- 3Y*
- 46.20%
- 5Y*
- 24.64%
- 10Y*
- 19.69%
FSELX
- 1D
- -4.27%
- 1M
- -9.75%
- YTD
- 0.00%
- 6M
- 7.40%
- 1Y
- 85.27%
- 3Y*
- 43.05%
- 5Y*
- 30.67%
- 10Y*
- 31.42%
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OCMAX vs. FSELX - Expense Ratio Comparison
OCMAX has a 1.88% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Return for Risk
OCMAX vs. FSELX — Risk / Return Rank
OCMAX
FSELX
OCMAX vs. FSELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OCM Gold Atlas (OCMAX) 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.
| OCMAX | FSELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.52 | 2.07 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.72 | 2.72 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.38 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.48 | 4.58 | -1.10 |
Martin ratioReturn relative to average drawdown | 12.90 | 18.71 | -5.81 |
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
| OCMAX | FSELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 2.07 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.80 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.91 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.49 | -0.26 |
Correlation
The correlation between OCMAX and FSELX is 0.18, 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
OCMAX vs. FSELX - Dividend Comparison
OCMAX's dividend yield for the trailing twelve months is around 5.89%, less than FSELX's 11.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCMAX OCM Gold Atlas | 5.89% | 5.91% | 2.97% | 0.00% | 0.04% | 0.95% | 1.44% | 5.66% | 24.55% | 6.72% | 18.48% | 0.05% |
FSELX Fidelity Select Semiconductors Portfolio | 11.11% | 11.11% | 7.97% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.44% | 3.82% | 15.22% |
Drawdowns
OCMAX vs. FSELX - Drawdown Comparison
The maximum OCMAX drawdown since its inception was -76.26%, smaller than the maximum FSELX drawdown of -82.54%. Use the drawdown chart below to compare losses from any high point for OCMAX and FSELX.
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Drawdown Indicators
| OCMAX | FSELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.26% | -82.54% | +6.28% |
Max Drawdown (1Y)Largest decline over 1 year | -27.33% | -17.23% | -10.10% |
Max Drawdown (5Y)Largest decline over 5 years | -45.14% | -46.37% | +1.23% |
Max Drawdown (10Y)Largest decline over 10 years | -45.14% | -46.37% | +1.23% |
Current DrawdownCurrent decline from peak | -23.51% | -14.38% | -9.13% |
Average DrawdownAverage peak-to-trough decline | -36.37% | -28.82% | -7.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.37% | 4.21% | +3.16% |
Volatility
OCMAX vs. FSELX - Volatility Comparison
OCM Gold Atlas (OCMAX) has a higher volatility of 13.81% compared to Fidelity Select Semiconductors Portfolio (FSELX) at 10.47%. This indicates that OCMAX's price experiences larger fluctuations and is considered to be riskier than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCMAX | FSELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.81% | 10.47% | +3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 30.95% | 24.91% | +6.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.00% | 40.89% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.83% | 38.58% | -4.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.84% | 34.71% | -0.87% |