PortfoliosLab logoPortfoliosLab logo
USSCX vs. FDCPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USSCX vs. FDCPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Science & Technology Fund (USSCX) and Fidelity Select Tech Hardware Portfolio (FDCPX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

USSCX vs. FDCPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USSCX
USAA Science & Technology Fund
-10.36%17.93%30.58%34.01%-41.76%-3.45%60.62%37.84%-4.34%36.06%
FDCPX
Fidelity Select Tech Hardware Portfolio
13.68%54.44%22.40%33.52%-28.63%23.68%46.07%40.15%-6.30%32.64%

Returns By Period

In the year-to-date period, USSCX achieves a -10.36% return, which is significantly lower than FDCPX's 13.68% return. Over the past 10 years, USSCX has underperformed FDCPX with an annualized return of 12.25%, while FDCPX has yielded a comparatively higher 22.08% annualized return.


USSCX

1D
5.04%
1M
-5.71%
YTD
-10.36%
6M
-9.24%
1Y
22.26%
3Y*
18.11%
5Y*
0.51%
10Y*
12.25%

FDCPX

1D
3.92%
1M
-4.43%
YTD
13.68%
6M
16.42%
1Y
80.76%
3Y*
35.76%
5Y*
18.58%
10Y*
22.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


USSCX vs. FDCPX - Expense Ratio Comparison

USSCX has a 0.95% expense ratio, which is higher than FDCPX's 0.72% expense ratio.


Return for Risk

USSCX vs. FDCPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USSCX
USSCX Risk / Return Rank: 3939
Overall Rank
USSCX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
USSCX Sortino Ratio Rank: 4343
Sortino Ratio Rank
USSCX Omega Ratio Rank: 3939
Omega Ratio Rank
USSCX Calmar Ratio Rank: 4242
Calmar Ratio Rank
USSCX Martin Ratio Rank: 3636
Martin Ratio Rank

FDCPX
FDCPX Risk / Return Rank: 9797
Overall Rank
FDCPX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FDCPX Sortino Ratio Rank: 9797
Sortino Ratio Rank
FDCPX Omega Ratio Rank: 9595
Omega Ratio Rank
FDCPX Calmar Ratio Rank: 9898
Calmar Ratio Rank
FDCPX Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USSCX vs. FDCPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) and Fidelity Select Tech Hardware Portfolio (FDCPX). 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.


USSCXFDCPXDifference

Sharpe ratio

Return per unit of total volatility

0.85

2.82

-1.97

Sortino ratio

Return per unit of downside risk

1.36

3.63

-2.27

Omega ratio

Gain probability vs. loss probability

1.19

1.52

-0.34

Calmar ratio

Return relative to maximum drawdown

1.17

5.60

-4.43

Martin ratio

Return relative to average drawdown

4.05

26.83

-22.78

USSCX vs. FDCPX - Sharpe Ratio Comparison

The current USSCX Sharpe Ratio is 0.85, which is lower than the FDCPX Sharpe Ratio of 2.82. The chart below compares the historical Sharpe Ratios of USSCX and FDCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


USSCXFDCPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

2.82

-1.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

0.85

-0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

1.02

-0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.52

-0.22

Correlation

The correlation between USSCX and FDCPX 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.


Dividends

USSCX vs. FDCPX - Dividend Comparison

USSCX's dividend yield for the trailing twelve months is around 10.51%, less than FDCPX's 12.65% yield.


TTM20252024202320222021202020192018201720162015
USSCX
USAA Science & Technology Fund
10.51%9.42%0.00%0.00%0.00%15.49%5.36%27.99%16.68%8.31%4.15%6.54%
FDCPX
Fidelity Select Tech Hardware Portfolio
12.65%14.38%7.58%0.51%17.72%16.95%8.81%12.15%23.69%10.50%6.57%4.53%

Drawdowns

USSCX vs. FDCPX - Drawdown Comparison

The maximum USSCX drawdown since its inception was -79.48%, roughly equal to the maximum FDCPX drawdown of -81.96%. Use the drawdown chart below to compare losses from any high point for USSCX and FDCPX.


Loading graphics...

Drawdown Indicators


USSCXFDCPXDifference

Max Drawdown

Largest peak-to-trough decline

-79.48%

-81.96%

+2.48%

Max Drawdown (1Y)

Largest decline over 1 year

-18.19%

-14.36%

-3.83%

Max Drawdown (5Y)

Largest decline over 5 years

-52.07%

-35.29%

-16.78%

Max Drawdown (10Y)

Largest decline over 10 years

-52.70%

-35.29%

-17.41%

Current Drawdown

Current decline from peak

-14.07%

-5.53%

-8.54%

Average Drawdown

Average peak-to-trough decline

-31.22%

-26.23%

-4.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.26%

3.00%

+2.26%

Volatility

USSCX vs. FDCPX - Volatility Comparison

The current volatility for USAA Science & Technology Fund (USSCX) is 9.05%, while Fidelity Select Tech Hardware Portfolio (FDCPX) has a volatility of 11.97%. This indicates that USSCX experiences smaller price fluctuations and is considered to be less risky than FDCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


USSCXFDCPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.05%

11.97%

-2.92%

Volatility (6M)

Calculated over the trailing 6-month period

16.43%

18.51%

-2.08%

Volatility (1Y)

Calculated over the trailing 1-year period

27.05%

28.90%

-1.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.76%

22.06%

+6.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.43%

21.63%

+4.80%