PortfoliosLab logoPortfoliosLab logo
ISIN
US3163907724
CUSIP
316390772
Issuer
Fidelity
Inception Date
Dec 16, 1985
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

FBIOX Performance Chart

Fidelity Select Biotechnology Portfolio (FBIOX) is up 0.0% since the beginning of the year. FBIOX is currently trading at $24 per share. Investors who bought $1,000 worth of FBIOX shares 5 years ago would now be looking at an investment worth $1,324.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Select Biotechnology Portfolio (FBIOX) has returned 0.03% so far this year and 42.15% over the past 12 months. Over the last ten years, FBIOX has returned 9.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


Fidelity Select Biotechnology Portfolio

1D
-3.67%
1M
-3.79%
YTD
0.03%
6M
-0.21%
1Y
42.15%
3Y*
15.71%
5Y*
5.77%
10Y*
9.09%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FBIOX Monthly Returns History

Based on dividend-adjusted daily data since Dec 16, 1985, FBIOX's average daily return is +0.06%, while the average monthly return is +1.25%. At this rate, an investment would double in approximately 4.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Feb 2000 with a return of +37.8%, while the worst month was Oct 1987 at -30.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FBIOX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.9%, while the worst single day was Oct 19, 1987 at -17.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.47%2.43%-1.76%0.32%3.56%-5.71%0.03%
20253.12%0.72%-5.04%-0.86%-4.89%3.43%7.62%5.13%8.74%7.36%8.24%-0.82%36.38%
20241.51%7.90%0.92%-10.56%4.72%5.33%8.26%1.53%-0.33%-0.09%-1.51%-8.76%7.26%
20233.19%-5.00%-2.07%4.41%1.41%0.30%2.17%-3.30%-4.88%-6.60%5.22%16.92%10.09%
2022-16.12%-2.77%2.53%-13.72%-3.94%8.05%4.35%4.70%-2.15%3.49%3.12%-1.51%-15.87%
20210.64%0.63%-5.57%0.30%-5.09%6.40%-2.03%5.91%-5.11%-1.30%-6.05%-0.78%-12.26%

Benchmark Metrics

Fidelity Select Biotechnology Portfolio has an annualized alpha of 5.31%, beta of 0.95, and R2 of 0.44 versus S&P 500 Index. Calculated based on daily prices since December 17, 1985.

  • This fund captured 105.29% of S&P 500 Index gains but only 91.03% of its losses - a favorable profile for investors.
  • R2 of 0.44 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
5.31%
Beta
0.95
0.44
Upside Capture
105.29%
Downside Capture
91.03%

Expense Ratio

FBIOX has an expense ratio of 0.69%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FBIOX ranks 66 for risk / return — better than 66% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


FBIOX Risk / Return Rank: 6666
Overall Rank
FBIOX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
FBIOX Sortino Ratio Rank: 4949
Sortino Ratio Rank
FBIOX Omega Ratio Rank: 4343
Omega Ratio Rank
FBIOX Calmar Ratio Rank: 9595
Calmar Ratio Rank
FBIOX Martin Ratio Rank: 9090
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Select Biotechnology Portfolio (FBIOX) and compare them to S&P 500 Index.


FBIOXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.12

Omega ratioGain probability vs. loss probability

1.35

1.41

-0.05

Calmar ratioReturn relative to maximum drawdown

5.81

2.93

+2.88

Martin ratioReturn relative to average drawdown

18.24

13.52

+4.71

Dividends

Dividend History

Fidelity Select Biotechnology Portfolio provided a 6.72% dividend yield over the last twelve months, with an annual payout of $1.62 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.62$0.62$0.23$0.08$0.00$2.80$4.90$1.96$1.98$0.31$0.60$1.58

Dividend yield

6.72%2.47%1.21%0.45%0.00%14.48%19.46%8.89%11.18%1.41%3.42%6.71%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Select Biotechnology Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$1.06$0.00$0.00$1.06
2025$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.56$0.62
2024$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.23
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.08
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$1.70$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.10$2.80

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Select Biotechnology Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Select Biotechnology Portfolio was 71.98%, occurring on Jul 10, 2002. Recovery took 2514 trading sessions.

The current Fidelity Select Biotechnology Portfolio drawdown is 7.02%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-71.98%Jul 2002
2y 4mo9y 12mo
12y 4moMar 2000 - Jul 2012
Bear market2022
-48.66%May 2022
1y 2mo3y 5mo
4y 8moFeb 2021 - Oct 2025
2016 bear market2016
-46.02%Feb 2016
6mo 26d3y 10mo
4y 5moJul 2015 - Dec 2019
Black Monday1987
-43.64%Oct 1987
7mo 5d1y 11mo
2y 6moMar 1987 - Oct 1989
1993 bear market1993
-36.56%Apr 1993
1y 2mo2y 8mo
3y 11moJan 1992 - Dec 1995

Drawdown Indicators


FBIOXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-71.98%

-56.78%

-15.20%

Max Drawdown (1Y)

Largest decline over 1 year

-7.62%

-9.10%

+1.48%

Max Drawdown (3Y)

Largest decline over 3 years

-27.83%

-18.90%

-8.93%

Max Drawdown (5Y)

Largest decline over 5 years

-44.87%

-25.43%

-19.44%

Max Drawdown (10Y)

Largest decline over 10 years

-48.66%

-33.92%

-14.74%

Current Drawdown

Current decline from peak

-7.02%

-0.74%

-6.28%

Average Drawdown

Average peak-to-trough decline

-23.63%

-10.72%

-12.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.42%

1.97%

+0.45%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FBIOX

Add Fidelity Select Biotechnology Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FBIOX