SHGTX vs. FPHAX
Compare and contrast key facts about Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
SHGTX is managed by Columbia Threadneedle. It was launched on May 22, 1994. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHGTX or FPHAX.
Performance
SHGTX vs. FPHAX - Performance Comparison
Returns By Period
In the year-to-date period, SHGTX achieves a 22.96% return, which is significantly higher than FPHAX's 11.82% return. Over the past 10 years, SHGTX has outperformed FPHAX with an annualized return of 10.08%, while FPHAX has yielded a comparatively lower 3.15% annualized return.
SHGTX
22.96%
3.52%
8.80%
25.20%
11.84%
10.08%
FPHAX
11.82%
-10.04%
-8.25%
16.74%
4.18%
3.15%
Key characteristics
| SHGTX | FPHAX | |
|---|---|---|
| Sharpe Ratio | 1.16 | 1.00 |
| Sortino Ratio | 1.62 | 1.46 |
| Omega Ratio | 1.22 | 1.18 |
| Calmar Ratio | 1.09 | 0.86 |
| Martin Ratio | 5.86 | 3.44 |
| Ulcer Index | 4.12% | 4.62% |
| Daily Std Dev | 20.77% | 16.00% |
| Max Drawdown | -82.03% | -37.34% |
| Current Drawdown | -0.83% | -16.56% |
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SHGTX vs. FPHAX - Expense Ratio Comparison
SHGTX has a 1.29% expense ratio, which is higher than FPHAX's 0.75% expense ratio.
Correlation
The correlation between SHGTX and FPHAX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
SHGTX vs. FPHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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
SHGTX vs. FPHAX - Dividend Comparison
SHGTX has not paid dividends to shareholders, while FPHAX's dividend yield for the trailing twelve months is around 0.76%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 0.76% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% | 11.12% |
Drawdowns
SHGTX vs. FPHAX - Drawdown Comparison
The maximum SHGTX drawdown since its inception was -82.03%, which is greater than FPHAX's maximum drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for SHGTX and FPHAX. For additional features, visit the drawdowns tool.
Volatility
SHGTX vs. FPHAX - Volatility Comparison
The current volatility for Columbia Seligman Global Technology Fund (SHGTX) is 5.36%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 6.27%. This indicates that SHGTX experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.