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Fidelity Select Biotechnology Portfolio (FBIOX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163907724

CUSIP

316390772

Issuer

Fidelity

Inception Date

Dec 16, 1985

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

FBIOX features an expense ratio of 0.69%, falling within the medium range.


Expense ratio chart for FBIOX: current value at 0.69% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.69%

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
FBIOX vs. FXAIX FBIOX vs. IBB FBIOX vs. SPY FBIOX vs. FNCMX FBIOX vs. FSCSX FBIOX vs. FCNTX FBIOX vs. XBI FBIOX vs. VOO FBIOX vs. FSELX FBIOX vs. VWIGX
Popular comparisons:
FBIOX vs. FXAIX FBIOX vs. IBB FBIOX vs. SPY FBIOX vs. FNCMX FBIOX vs. FSCSX FBIOX vs. FCNTX FBIOX vs. XBI FBIOX vs. VOO FBIOX vs. FSELX FBIOX vs. VWIGX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Select Biotechnology Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
0.69%
8.53%
FBIOX (Fidelity Select Biotechnology Portfolio)
Benchmark (^GSPC)

Returns By Period

Fidelity Select Biotechnology Portfolio had a return of 7.48% year-to-date (YTD) and 13.75% in the last 12 months. Over the past 10 years, Fidelity Select Biotechnology Portfolio had an annualized return of -0.29%, while the S&P 500 had an annualized return of 11.06%, indicating that Fidelity Select Biotechnology Portfolio did not perform as well as the benchmark.


FBIOX

YTD

7.48%

1M

-3.88%

6M

0.69%

1Y

13.75%

5Y*

-2.70%

10Y*

-0.29%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of FBIOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.51%7.90%0.92%-10.56%4.72%5.33%8.26%1.53%-0.33%-0.09%-1.51%7.48%
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%-6.85%-5.09%6.40%-2.03%5.91%-5.11%-1.30%-6.05%-6.30%-23.05%
2020-4.44%-0.43%-10.37%9.76%11.15%3.97%-3.65%2.96%1.65%-0.50%14.89%-8.30%14.36%
201912.85%5.59%0.71%-7.61%-5.24%8.91%-2.22%-2.52%-4.96%7.45%13.71%-1.55%24.70%
20189.56%-2.47%-3.54%-6.09%7.57%0.04%1.70%5.72%-1.63%-15.27%3.86%-16.60%-19.15%
20176.30%9.84%-0.83%1.15%-6.64%10.93%2.64%5.34%1.98%-5.90%0.09%0.08%26.06%
2016-27.48%-5.27%4.15%1.69%7.43%-8.37%11.68%-3.21%5.08%-12.65%9.97%-5.58%-26.22%
20156.59%5.15%3.51%-5.46%11.71%2.55%2.74%-10.90%-12.35%6.51%6.65%-0.51%13.93%
201413.11%7.75%-12.02%-6.77%2.65%7.41%-3.42%13.17%-1.32%8.31%2.54%3.53%36.68%
20137.32%2.06%9.89%5.82%4.48%-3.12%16.75%-2.61%8.87%-3.12%5.68%1.39%65.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FBIOX is 44, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FBIOX is 4444
Overall Rank
The Sharpe Ratio Rank of FBIOX is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of FBIOX is 4949
Sortino Ratio Rank
The Omega Ratio Rank of FBIOX is 4545
Omega Ratio Rank
The Calmar Ratio Rank of FBIOX is 3939
Calmar Ratio Rank
The Martin Ratio Rank of FBIOX is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Select Biotechnology Portfolio (FBIOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FBIOX, currently valued at 0.73, compared to the broader market-1.000.001.002.003.004.000.732.10
The chart of Sortino ratio for FBIOX, currently valued at 1.12, compared to the broader market-2.000.002.004.006.008.0010.001.122.80
The chart of Omega ratio for FBIOX, currently valued at 1.14, compared to the broader market0.501.001.502.002.503.003.501.141.39
The chart of Calmar ratio for FBIOX, currently valued at 0.36, compared to the broader market0.002.004.006.008.0010.0012.0014.000.363.09
The chart of Martin ratio for FBIOX, currently valued at 2.65, compared to the broader market0.0020.0040.0060.002.6513.49
FBIOX
^GSPC

The current Fidelity Select Biotechnology Portfolio Sharpe ratio is 0.73. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Select Biotechnology Portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.73
2.10
FBIOX (Fidelity Select Biotechnology Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Select Biotechnology Portfolio provided a 0.34% dividend yield over the last twelve months, with an annual payout of $0.07 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.07$0.08$0.00$0.03$0.07$0.03$0.00$0.00$0.00$1.58$2.38$0.05

Dividend yield

0.34%0.45%0.00%0.17%0.26%0.15%0.00%0.00%0.00%6.71%10.77%0.25%

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
2024$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06
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$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03
2020$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.07
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2018$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
2017$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
2016$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
2015$0.00$0.00$0.00$0.63$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.96$1.58
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.38$2.38
2013$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.05

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.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-35.07%
-2.62%
FBIOX (Fidelity Select Biotechnology Portfolio)
Benchmark (^GSPC)

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 71.96%, occurring on Jul 10, 2002. Recovery took 2510 trading sessions.

The current Fidelity Select Biotechnology Portfolio drawdown is 35.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.96%Mar 7, 2000584Jul 10, 20022510Jul 2, 20123094
-57.97%Dec 18, 2020349May 9, 2022
-45.98%Jul 20, 2015144Feb 11, 20161215Dec 8, 20201359
-43.63%Mar 25, 1987154Oct 26, 1987503Sep 28, 1989657
-36.8%Jan 15, 1992322Apr 8, 1993706Dec 22, 19951028

Volatility

Volatility Chart

The current Fidelity Select Biotechnology Portfolio volatility is 7.25%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
7.25%
3.79%
FBIOX (Fidelity Select Biotechnology Portfolio)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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