TWN vs. FSELX
Compare and contrast key facts about The Taiwan Fund Inc. (TWN) and Fidelity Select Semiconductors Portfolio (FSELX).
TWN is managed by Nomura Asset Management. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Performance
TWN vs. FSELX - Performance Comparison
Loading graphics...
TWN vs. FSELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWN The Taiwan Fund Inc. | 23.15% | 54.11% | 32.76% | 51.73% | -38.54% | 58.14% | 40.71% | 47.00% | -19.15% | 33.80% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 52.17% | 49.68% | 78.49% | -35.27% | 59.16% | 44.33% | 64.50% | -12.01% | 34.51% |
Returns By Period
Over the past 10 years, TWN has underperformed FSELX with an annualized return of 24.13%, while FSELX has yielded a comparatively higher 31.42% annualized return.
TWN
- 1D
- 1.00%
- 1M
- -0.36%
- YTD
- 23.15%
- 6M
- 35.55%
- 1Y
- 120.89%
- 3Y*
- 48.50%
- 5Y*
- 27.31%
- 10Y*
- 24.13%
FSELX
- 1D
- -4.27%
- 1M
- -9.75%
- YTD
- 0.00%
- 6M
- 7.40%
- 1Y
- 85.27%
- 3Y*
- 43.05%
- 5Y*
- 30.67%
- 10Y*
- 31.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TWN vs. FSELX - Expense Ratio Comparison
Return for Risk
TWN vs. FSELX — Risk / Return Rank
TWN
FSELX
TWN vs. FSELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Taiwan Fund Inc. (TWN) 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.
| TWN | FSELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.65 | 2.07 | +2.58 |
Sortino ratioReturn per unit of downside risk | 4.97 | 2.72 | +2.26 |
Omega ratioGain probability vs. loss probability | 1.72 | 1.38 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 6.97 | 4.58 | +2.39 |
Martin ratioReturn relative to average drawdown | 32.73 | 18.71 | +14.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TWN | FSELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.65 | 2.07 | +2.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.18 | 0.80 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.91 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.49 | -0.29 |
Correlation
The correlation between TWN and FSELX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TWN vs. FSELX - Dividend Comparison
TWN's dividend yield for the trailing twelve months is around 9.43%, less than FSELX's 11.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWN The Taiwan Fund Inc. | 9.43% | 11.62% | 19.14% | 1.26% | 0.00% | 7.78% | 12.91% | 8.26% | 11.27% | 3.16% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 11.11% | 11.11% | 7.97% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.44% | 3.82% | 15.22% |
Drawdowns
TWN vs. FSELX - Drawdown Comparison
The maximum TWN drawdown since its inception was -79.52%, roughly equal to the maximum FSELX drawdown of -82.54%. Use the drawdown chart below to compare losses from any high point for TWN and FSELX.
Loading graphics...
Drawdown Indicators
| TWN | FSELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.52% | -82.54% | +3.02% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -17.23% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -51.72% | -46.37% | -5.35% |
Max Drawdown (10Y)Largest decline over 10 years | -51.72% | -46.37% | -5.35% |
Current DrawdownCurrent decline from peak | -0.44% | -14.38% | +13.94% |
Average DrawdownAverage peak-to-trough decline | -37.58% | -28.82% | -8.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 4.21% | -0.65% |
Volatility
TWN vs. FSELX - Volatility Comparison
The Taiwan Fund Inc. (TWN) has a higher volatility of 11.35% compared to Fidelity Select Semiconductors Portfolio (FSELX) at 10.47%. This indicates that TWN's price experiences larger fluctuations and is considered to be riskier than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TWN | FSELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.35% | 10.47% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 17.83% | 24.91% | -7.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.22% | 40.89% | -14.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.27% | 38.58% | -15.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 34.71% | -12.78% |