STPAX vs. FIKGX
Compare and contrast key facts about Saratoga Technology & Communications Portfolio (STPAX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX).
STPAX is managed by Saratoga. It was launched on Oct 21, 1997. FIKGX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
STPAX vs. FIKGX - Performance Comparison
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STPAX vs. FIKGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
STPAX Saratoga Technology & Communications Portfolio | -10.38% | 16.20% | 20.02% | 45.01% | -31.89% | 16.54% | 26.75% | 45.00% | -10.43% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 7.52% | 45.43% | 35.88% | 75.75% | -34.81% | 58.07% | 44.21% | 64.45% | -11.11% |
Returns By Period
In the year-to-date period, STPAX achieves a -10.38% return, which is significantly lower than FIKGX's 7.52% return.
STPAX
- 1D
- 3.30%
- 1M
- -4.84%
- YTD
- -10.38%
- 6M
- -9.15%
- 1Y
- 12.65%
- 3Y*
- 16.18%
- 5Y*
- 6.10%
- 10Y*
- 14.36%
FIKGX
- 1D
- 7.13%
- 1M
- -4.44%
- YTD
- 7.52%
- 6M
- 14.55%
- 1Y
- 88.96%
- 3Y*
- 38.99%
- 5Y*
- 27.65%
- 10Y*
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STPAX vs. FIKGX - Expense Ratio Comparison
STPAX has a 2.53% expense ratio, which is higher than FIKGX's 0.62% expense ratio.
Return for Risk
STPAX vs. FIKGX — Risk / Return Rank
STPAX
FIKGX
STPAX vs. FIKGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga Technology & Communications Portfolio (STPAX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX). 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.
| STPAX | FIKGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 2.26 | -1.67 |
Sortino ratioReturn per unit of downside risk | 1.00 | 2.86 | -1.87 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.40 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 5.22 | -4.35 |
Martin ratioReturn relative to average drawdown | 2.95 | 19.77 | -16.82 |
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
| STPAX | FIKGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 2.26 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.73 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.85 | -0.61 |
Correlation
The correlation between STPAX and FIKGX is 0.84, 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.
Dividends
STPAX vs. FIKGX - Dividend Comparison
STPAX's dividend yield for the trailing twelve months is around 19.30%, more than FIKGX's 6.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STPAX Saratoga Technology & Communications Portfolio | 19.30% | 17.30% | 13.90% | 7.63% | 22.55% | 13.94% | 14.21% | 12.52% | 4.84% | 8.32% | 9.28% | 12.58% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 6.20% | 6.67% | 0.00% | 3.14% | 3.08% | 4.19% | 4.54% | 1.08% | 19.72% | 0.00% | 0.00% | 0.00% |
Drawdowns
STPAX vs. FIKGX - Drawdown Comparison
The maximum STPAX drawdown since its inception was -94.25%, which is greater than FIKGX's maximum drawdown of -45.98%. Use the drawdown chart below to compare losses from any high point for STPAX and FIKGX.
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Drawdown Indicators
| STPAX | FIKGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.25% | -45.98% | -48.27% |
Max Drawdown (1Y)Largest decline over 1 year | -15.49% | -17.09% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -45.98% | +8.91% |
Max Drawdown (10Y)Largest decline over 10 years | -37.07% | — | — |
Current DrawdownCurrent decline from peak | -12.70% | -8.55% | -4.15% |
Average DrawdownAverage peak-to-trough decline | -59.10% | -10.00% | -49.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 4.51% | +0.10% |
Volatility
STPAX vs. FIKGX - Volatility Comparison
The current volatility for Saratoga Technology & Communications Portfolio (STPAX) is 6.22%, while Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a volatility of 12.80%. This indicates that STPAX experiences smaller price fluctuations and is considered to be less risky than FIKGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STPAX | FIKGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.22% | 12.80% | -6.58% |
Volatility (6M)Calculated over the trailing 6-month period | 12.85% | 25.66% | -12.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.84% | 40.19% | -17.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 38.15% | -16.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 38.39% | -16.42% |