PGTYX vs. FSELX
Compare and contrast key facts about Putnam Global Technology Fund (PGTYX) and Fidelity Select Semiconductors Portfolio (FSELX).
PGTYX is managed by Putnam. It was launched on Dec 17, 2008. 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: PGTYX or FSELX.
Performance
PGTYX vs. FSELX - Performance Comparison
Returns By Period
In the year-to-date period, PGTYX achieves a 30.20% return, which is significantly lower than FSELX's 43.01% return. Over the past 10 years, PGTYX has underperformed FSELX with an annualized return of 14.12%, while FSELX has yielded a comparatively higher 18.24% annualized return.
PGTYX
30.20%
-0.81%
11.71%
34.71%
14.27%
14.12%
FSELX
43.01%
-1.59%
4.90%
46.28%
24.26%
18.24%
Key characteristics
| PGTYX | FSELX | |
|---|---|---|
| Sharpe Ratio | 1.68 | 1.27 |
| Sortino Ratio | 2.24 | 1.79 |
| Omega Ratio | 1.30 | 1.23 |
| Calmar Ratio | 1.51 | 1.88 |
| Martin Ratio | 7.01 | 5.31 |
| Ulcer Index | 5.06% | 8.64% |
| Daily Std Dev | 21.08% | 36.03% |
| Max Drawdown | -52.31% | -81.70% |
| Current Drawdown | -2.45% | -8.38% |
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PGTYX vs. FSELX - Expense Ratio Comparison
PGTYX has a 0.62% expense ratio, which is lower than FSELX's 0.68% expense ratio.
Correlation
The correlation between PGTYX and FSELX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
PGTYX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) 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
PGTYX vs. FSELX - Dividend Comparison
PGTYX's dividend yield for the trailing twelve months is around 0.44%, more than FSELX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | 0.44% | 0.57% | 1.71% | 0.00% | 0.00% | 0.58% | 0.49% | 0.00% | 0.83% | 0.00% | 5.14% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
PGTYX vs. FSELX - Drawdown Comparison
The maximum PGTYX drawdown since its inception was -52.31%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for PGTYX and FSELX. For additional features, visit the drawdowns tool.
Volatility
PGTYX vs. FSELX - Volatility Comparison
The current volatility for Putnam Global Technology Fund (PGTYX) is 5.86%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.60%. This indicates that PGTYX 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.