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Fidelity Select Communication Services Portfolio (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163906817

CUSIP

316390681

Issuer

Fidelity

Inception Date

Jun 29, 1986

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

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:
FBMPX vs. FWRLX FBMPX vs. FCOM FBMPX vs. IGN FBMPX vs. IYZ FBMPX vs. VOO FBMPX vs. SCHD FBMPX vs. FSELX FBMPX vs. FBGRX FBMPX vs. xtl FBMPX vs. XLK
Popular comparisons:
FBMPX vs. FWRLX FBMPX vs. FCOM FBMPX vs. IGN FBMPX vs. IYZ FBMPX vs. VOO FBMPX vs. SCHD FBMPX vs. FSELX FBMPX vs. FBGRX FBMPX vs. xtl FBMPX vs. XLK

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Select Communication Services 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%JuneJulyAugustSeptemberOctoberNovember
12.60%
11.19%
FBMPX (Fidelity Select Communication Services Portfolio)
Benchmark (^GSPC)

Returns By Period

Fidelity Select Communication Services Portfolio had a return of 27.05% year-to-date (YTD) and 32.48% in the last 12 months. Over the past 10 years, Fidelity Select Communication Services Portfolio had an annualized return of 3.46%, while the S&P 500 had an annualized return of 11.14%, indicating that Fidelity Select Communication Services Portfolio did not perform as well as the benchmark.


FBMPX

YTD

27.05%

1M

3.78%

6M

12.60%

1Y

32.48%

5Y (annualized)

11.17%

10Y (annualized)

3.46%

^GSPC (Benchmark)

YTD

24.05%

1M

0.89%

6M

11.19%

1Y

30.12%

5Y (annualized)

13.82%

10Y (annualized)

11.14%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.24%5.49%2.56%-5.36%6.06%4.61%-2.56%0.04%6.19%1.70%27.05%
202315.69%-2.95%7.90%2.86%4.00%5.69%6.92%-2.22%-3.17%-1.65%9.19%5.33%56.85%
2022-6.90%-6.57%0.33%-14.17%-0.49%-8.95%5.32%-2.02%-12.06%1.00%6.92%-7.24%-38.30%
2021-0.18%6.15%3.29%3.19%0.92%2.82%1.42%3.46%-5.77%0.30%-6.87%1.12%9.46%
20200.02%-5.16%-12.21%11.63%9.17%1.17%7.65%7.86%-6.66%0.20%13.12%2.53%29.31%
201911.31%0.66%3.10%-18.24%-5.85%4.22%3.20%-1.25%-1.05%2.58%4.04%-3.77%-4.01%
20186.68%-6.04%-3.99%-8.50%2.20%7.48%2.62%1.48%1.01%-3.39%0.13%-14.38%-15.72%
20177.96%0.40%2.19%0.15%-0.98%-2.04%5.86%-2.03%-2.73%-2.78%2.84%-1.50%6.89%
2016-5.78%-0.71%5.99%-1.80%0.42%-1.26%2.64%-0.56%1.23%-0.63%5.74%-2.64%2.06%
2015-6.75%10.12%-0.34%0.76%2.14%1.22%3.04%-12.08%-1.81%9.53%-1.36%-8.90%-6.66%
2014-4.42%5.62%-3.36%-1.75%4.33%3.04%-1.51%2.12%-1.60%2.47%3.43%-6.26%1.31%
20135.61%1.62%6.19%2.33%1.84%1.67%4.92%-3.28%7.26%3.67%1.88%5.26%46.14%

Expense Ratio

FBMPX features an expense ratio of 0.74%, falling within the medium range.


Expense ratio chart for FBMPX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FBMPX is 53, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of FBMPX is 5353
Combined Rank
The Sharpe Ratio Rank of FBMPX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of FBMPX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of FBMPX is 4747
Omega Ratio Rank
The Calmar Ratio Rank of FBMPX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of FBMPX is 5252
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 Communication Services Portfolio (FBMPX) 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 FBMPX, currently valued at 1.91, compared to the broader market-1.000.001.002.003.004.005.001.912.54
The chart of Sortino ratio for FBMPX, currently valued at 2.52, compared to the broader market0.005.0010.002.523.40
The chart of Omega ratio for FBMPX, currently valued at 1.34, compared to the broader market1.002.003.004.001.341.47
The chart of Calmar ratio for FBMPX, currently valued at 1.71, compared to the broader market0.005.0010.0015.0020.0025.001.713.66
The chart of Martin ratio for FBMPX, currently valued at 10.02, compared to the broader market0.0020.0040.0060.0080.00100.0010.0216.28
FBMPX
^GSPC

The current Fidelity Select Communication Services Portfolio Sharpe ratio is 1.91. 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 Communication Services 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 Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
1.91
2.54
FBMPX (Fidelity Select Communication Services Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Select Communication Services Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.50$2.00$2.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.16$0.33$1.80$1.56$2.67

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.29%0.21%0.44%2.46%1.95%3.30%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Select Communication Services 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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$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
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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$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
2019$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
2018$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.20
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2016$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.33
2015$0.00$0.00$0.00$1.60$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$1.80
2014$0.00$0.00$0.00$1.37$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$1.56
2013$2.67$2.67

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.62%
-1.41%
FBMPX (Fidelity Select Communication Services Portfolio)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Select Communication Services 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 Communication Services Portfolio was 61.51%, occurring on Mar 9, 2009. Recovery took 453 trading sessions.

The current Fidelity Select Communication Services Portfolio drawdown is 1.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.51%Jul 20, 2007411Mar 9, 2009453Dec 22, 2010864
-53.56%Feb 7, 2000622Aug 5, 2002862Jan 6, 20061484
-48.36%Sep 2, 2021296Nov 3, 2022410Jun 25, 2024706
-44.87%Jul 21, 20151172Mar 16, 2020224Feb 3, 20211396
-42.39%Oct 10, 1989267Oct 17, 1990324Jan 14, 1992591

Volatility

Volatility Chart

The current Fidelity Select Communication Services Portfolio volatility is 5.02%, 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%JuneJulyAugustSeptemberOctoberNovember
5.02%
4.07%
FBMPX (Fidelity Select Communication Services Portfolio)
Benchmark (^GSPC)