SHGTX vs. FSELX
Compare and contrast key facts about Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Select Semiconductors Portfolio (FSELX).
SHGTX is managed by Columbia Threadneedle. It was launched on May 22, 1994. 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: SHGTX or FSELX.
Correlation
The correlation between SHGTX and FSELX is 0.87, 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. FSELX - Performance Comparison
Key characteristics
SHGTX:
0.44
FSELX:
0.66
SHGTX:
0.68
FSELX:
1.08
SHGTX:
1.11
FSELX:
1.14
SHGTX:
0.60
FSELX:
1.03
SHGTX:
1.63
FSELX:
2.64
SHGTX:
6.88%
FSELX:
9.57%
SHGTX:
25.48%
FSELX:
38.40%
SHGTX:
-82.03%
FSELX:
-81.70%
SHGTX:
-13.54%
FSELX:
-10.04%
Returns By Period
The year-to-date returns for both investments are quite close, with SHGTX having a 1.71% return and FSELX slightly higher at 1.73%. Over the past 10 years, SHGTX has underperformed FSELX with an annualized return of 9.23%, while FSELX has yielded a comparatively higher 16.59% annualized return.
SHGTX
1.71%
-4.06%
-3.20%
8.70%
9.75%
9.23%
FSELX
1.73%
-6.56%
-0.35%
17.70%
21.90%
16.59%
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SHGTX vs. FSELX - Expense Ratio Comparison
SHGTX has a 1.29% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
SHGTX vs. FSELX — Risk-Adjusted Performance Rank
SHGTX
FSELX
SHGTX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) 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
SHGTX vs. FSELX - Dividend Comparison
Neither SHGTX nor FSELX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 0.00% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
SHGTX vs. FSELX - Drawdown Comparison
The maximum SHGTX drawdown since its inception was -82.03%, roughly equal to the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for SHGTX and FSELX. For additional features, visit the drawdowns tool.
Volatility
SHGTX vs. FSELX - Volatility Comparison
The current volatility for Columbia Seligman Global Technology Fund (SHGTX) is 7.55%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 14.82%. This indicates that SHGTX 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.