RTX vs. FIDSX
RTX (RTX Corporation) is a stock, while FIDSX (Fidelity Select Financial Services Portfolio) is Financials Equities fund managed by BlackRock. Over the past 10 years, RTX returned 15.28%/yr vs 12.79%/yr for FIDSX. At a 0.49 correlation, their price movements are largely independent.
Performance
RTX vs. FIDSX - Performance Comparison
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Returns By Period
In the year-to-date period, RTX achieves a -1.85% return, which is significantly lower than FIDSX's -0.80% return. Over the past 10 years, RTX has outperformed FIDSX with an annualized return of 15.28%, while FIDSX has yielded a comparatively lower 12.79% annualized return.
RTX
- 1D
- -1.29%
- 1M
- 1.88%
- YTD
- -1.85%
- 6M
- 4.94%
- 1Y
- 30.49%
- 3Y*
- 24.21%
- 5Y*
- 17.55%
- 10Y*
- 15.28%
FIDSX
- 1D
- 0.26%
- 1M
- 1.23%
- YTD
- -0.80%
- 6M
- -2.81%
- 1Y
- 3.28%
- 3Y*
- 19.48%
- 5Y*
- 8.96%
- 10Y*
- 12.79%
RTX vs. FIDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RTX RTX Corporation | -1.85% | 61.44% | 40.76% | -14.44% | 20.01% | 23.27% | -7.70% | 43.82% | -14.66% | 19.13% |
FIDSX Fidelity Select Financial Services Portfolio | -0.80% | 9.33% | 32.82% | 14.53% | -8.19% | 33.13% | 1.22% | 34.25% | -16.13% | 20.92% |
Correlation
The correlation between RTX and FIDSX is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 1981 | 0.49 |
Over the past year, the correlation between RTX and FIDSX has dropped to 0.23 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.
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Return for Risk
RTX vs. FIDSX — Risk / Return Rank
RTX
FIDSX
RTX vs. FIDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RTX Corporation (RTX) and Fidelity Select Financial Services Portfolio (FIDSX). 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.
| RTX | FIDSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.07 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 0.30 | +1.28 |
| Martin ratioReturn relative to average drawdown | 4.44 | 0.74 | +3.70 |
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
| RTX | FIDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.29 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.43 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.54 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.48 | -0.05 |
Drawdowns
RTX vs. FIDSX - Drawdown Comparison
The maximum RTX drawdown since its inception was -55.14%, smaller than the maximum FIDSX drawdown of -74.26%. Use the drawdown chart below to compare losses from any high point for RTX and FIDSX.
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Drawdown Indicators
| RTX | FIDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.14% | -74.26% | +19.12% |
Max Drawdown (1Y)Largest decline over 1 year | -19.32% | -16.60% | -2.72% |
Max Drawdown (3Y)Largest decline over 3 years | -29.92% | -19.44% | -10.48% |
Max Drawdown (5Y)Largest decline over 5 years | -32.84% | -24.49% | -8.35% |
Max Drawdown (10Y)Largest decline over 10 years | -51.98% | -45.48% | -6.50% |
Current DrawdownCurrent decline from peak | -15.44% | -7.73% | -7.71% |
Average DrawdownAverage peak-to-trough decline | -13.03% | -13.95% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.88% | 6.76% | +0.12% |
Volatility
RTX vs. FIDSX - Volatility Comparison
RTX Corporation (RTX) has a higher volatility of 7.46% compared to Fidelity Select Financial Services Portfolio (FIDSX) at 4.48%. This indicates that RTX's price experiences larger fluctuations and is considered to be riskier than FIDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RTX | FIDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.46% | 4.48% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 17.86% | 13.48% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.06% | 17.14% | +6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.86% | 20.89% | +2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.74% | 23.68% | +4.06% |
Dividends
RTX vs. FIDSX - Dividend Comparison
RTX's dividend yield for the trailing twelve months is around 1.55%, more than FIDSX's 1.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 1.46% | 1.70% | 6.03% | 3.01% | 11.32% | 4.12% | 5.86% | 5.57% | 12.89% | 4.22% | 1.00% | 0.70% |
RTX RTX Corporation | 1.55% | 1.46% | 2.14% | 2.76% | 2.14% | 2.33% | 21.21% | 1.96% | 2.66% | 2.13% | 2.39% | 2.66% |
Frequently Asked Questions
RTX and FIDSX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RTX has higher volatility (7.46%) compared to FIDSX (4.48%). In terms of maximum drawdown, RTX dropped -55.14% vs FIDSX's -74.26%.
RTX currently has the higher Sharpe Ratio (1.28 vs 0.29), 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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