TRIFX vs. FSELX
Compare and contrast key facts about Catalyst/SMH Total Return Income Fund (TRIFX) and Fidelity Select Semiconductors Portfolio (FSELX).
TRIFX is managed by Catalyst Mutual Funds. It was launched on May 20, 2008. 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: TRIFX or FSELX.
Correlation
The correlation between TRIFX and FSELX 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.
Performance
TRIFX vs. FSELX - Performance Comparison
Key characteristics
TRIFX:
1.65
FSELX:
1.24
TRIFX:
2.31
FSELX:
1.76
TRIFX:
1.31
FSELX:
1.22
TRIFX:
2.59
FSELX:
1.85
TRIFX:
8.66
FSELX:
5.13
TRIFX:
1.26%
FSELX:
8.77%
TRIFX:
6.66%
FSELX:
36.47%
TRIFX:
-51.11%
FSELX:
-81.70%
TRIFX:
-2.97%
FSELX:
-7.47%
Returns By Period
In the year-to-date period, TRIFX achieves a -0.21% return, which is significantly lower than FSELX's 0.57% return. Over the past 10 years, TRIFX has underperformed FSELX with an annualized return of 6.00%, while FSELX has yielded a comparatively higher 17.81% annualized return.
TRIFX
-0.21%
-1.79%
3.16%
10.70%
7.49%
6.00%
FSELX
0.57%
-2.22%
-5.42%
45.63%
22.35%
17.81%
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TRIFX vs. FSELX - Expense Ratio Comparison
TRIFX has a 1.58% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
TRIFX vs. FSELX — Risk-Adjusted Performance Rank
TRIFX
FSELX
TRIFX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/SMH Total Return Income Fund (TRIFX) 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
TRIFX vs. FSELX - Dividend Comparison
TRIFX's dividend yield for the trailing twelve months is around 7.43%, more than FSELX's 3.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIFX Catalyst/SMH Total Return Income Fund | 7.43% | 7.41% | 5.45% | 4.83% | 5.17% | 5.47% | 5.38% | 7.11% | 6.50% | 6.14% | 10.00% | 7.03% |
FSELX Fidelity Select Semiconductors Portfolio | 3.96% | 3.99% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
TRIFX vs. FSELX - Drawdown Comparison
The maximum TRIFX drawdown since its inception was -51.11%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for TRIFX and FSELX. For additional features, visit the drawdowns tool.
Volatility
TRIFX vs. FSELX - Volatility Comparison
The current volatility for Catalyst/SMH Total Return Income Fund (TRIFX) is 2.66%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.41%. This indicates that TRIFX 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.