SMR vs. FSUTX
SMR (NuScale Power Corporation) is a stock, while FSUTX (Fidelity Select Utilities Portfolio) is Utilities Equities fund actively managed by Fidelity. Over the past 5 years, SMR returned -0.32%/yr vs 12.32%/yr for FSUTX. At a 0.24 correlation, their price movements are largely independent.
Performance
SMR vs. FSUTX - Performance Comparison
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Returns By Period
In the year-to-date period, SMR achieves a -30.20% return, which is significantly lower than FSUTX's 3.35% return.
SMR
- 1D
- 3.34%
- 1M
- -11.93%
- YTD
- -30.20%
- 6M
- -46.07%
- 1Y
- -74.52%
- 3Y*
- 5.43%
- 5Y*
- -0.32%
- 10Y*
- —
FSUTX
- 1D
- 0.51%
- 1M
- -3.70%
- YTD
- 3.35%
- 6M
- 3.29%
- 1Y
- 13.21%
- 3Y*
- 16.47%
- 5Y*
- 12.32%
- 10Y*
- 11.35%
SMR vs. FSUTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SMR NuScale Power Corporation | -30.20% | -20.97% | 444.98% | -67.93% | 2.29% | -0.89% | 1.20% |
FSUTX Fidelity Select Utilities Portfolio | 3.35% | 16.19% | 28.76% | -1.12% | 5.20% | 17.64% | 2.02% |
Correlation
The correlation between SMR and FSUTX is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2020 | 0.24 |
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Return for Risk
SMR vs. FSUTX — Risk / Return Rank
SMR
FSUTX
SMR vs. FSUTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NuScale Power Corporation (SMR) and Fidelity Select Utilities Portfolio (FSUTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMR | FSUTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.49 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.15 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | 1.52 | -2.44 |
| Martin ratioReturn relative to average drawdown | -1.32 | 3.41 | -4.72 |
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Drawdowns
SMR vs. FSUTX - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, which is greater than FSUTX's maximum drawdown of -66.73%. Use the drawdown chart below to compare losses from any high point for SMR and FSUTX.
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Drawdown Indicators
| SMR | FSUTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.47% | -66.73% | -20.74% |
Max Drawdown (1Y)Largest decline over 1 year | -82.86% | -9.21% | -73.65% |
Max Drawdown (3Y)Largest decline over 3 years | -82.86% | -15.20% | -67.66% |
Max Drawdown (5Y)Largest decline over 5 years | -87.47% | -20.15% | -67.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.61% | — |
Current DrawdownCurrent decline from peak | -81.49% | -7.63% | -73.86% |
Average DrawdownAverage peak-to-trough decline | -35.08% | -11.25% | -23.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 57.39% | 4.11% | +53.28% |
Volatility
SMR vs. FSUTX - Volatility Comparison
NuScale Power Corporation (SMR) has a higher volatility of 28.93% compared to Fidelity Select Utilities Portfolio (FSUTX) at 5.96%. This indicates that SMR's price experiences larger fluctuations and is considered to be riskier than FSUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMR | FSUTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 28.93% | 5.96% | +22.97% |
Volatility (6M)Calculated over the trailing 6-month period | 69.57% | 13.09% | +56.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 102.59% | 16.35% | +86.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 93.50% | 17.42% | +76.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.31% | 19.40% | +69.91% |
Dividends
SMR vs. FSUTX - Dividend Comparison
SMR has not paid dividends to shareholders, while FSUTX's dividend yield for the trailing twelve months is around 5.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 5.08% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
SMR NuScale Power Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SMR and FSUTX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (28.93%) compared to FSUTX (5.96%). In terms of maximum drawdown, SMR dropped -87.47% vs FSUTX's -66.73%.
FSUTX currently has the higher Sharpe Ratio (0.86 vs -0.74), 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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