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.
Correlation
The correlation between SHGTX and FPHAX is 0.70, 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.
Performance
SHGTX vs. FPHAX - Performance Comparison
Key characteristics
SHGTX:
-0.23
FPHAX:
-0.79
SHGTX:
-0.09
FPHAX:
-0.97
SHGTX:
0.99
FPHAX:
0.88
SHGTX:
-0.20
FPHAX:
-0.56
SHGTX:
-0.53
FPHAX:
-1.25
SHGTX:
13.51%
FPHAX:
13.22%
SHGTX:
32.04%
FPHAX:
21.09%
SHGTX:
-82.03%
FPHAX:
-37.34%
SHGTX:
-23.69%
FPHAX:
-26.85%
Returns By Period
The year-to-date returns for both investments are quite close, with SHGTX having a -10.24% return and FPHAX slightly higher at -9.80%. Over the past 10 years, SHGTX has outperformed FPHAX with an annualized return of 7.81%, while FPHAX has yielded a comparatively lower 0.86% annualized return.
SHGTX
-10.24%
5.01%
-19.59%
-7.35%
8.79%
7.81%
FPHAX
-9.80%
-1.19%
-17.58%
-16.60%
0.89%
0.86%
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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.
Risk-Adjusted Performance
SHGTX vs. FPHAX — Risk-Adjusted Performance Rank
SHGTX
FPHAX
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's dividend yield for the trailing twelve months is around 15.64%, more than FPHAX's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 15.64% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% | 12.33% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 1.48% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.97% | 1.62% | 1.07% | 12.80% | 10.72% |
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 9.35%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 10.57%. 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.