- ISIN
- US3163904838
- CUSIP
- 316390483
- Issuer
- Fidelity
- Inception Date
- Feb 4, 1998
- Category
- Technology Equities
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FBSOX Performance Chart
Fidelity Select IT Services Portfolio (FBSOX) is down 10.5% since the beginning of the year. FBSOX is currently trading at $39 per share. Investors who bought $1,000 worth of FBSOX shares 5 years ago would now be looking at an investment worth $784.
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Returns By Period
Fidelity Select IT Services Portfolio (FBSOX) has returned -10.52% so far this year and -18.18% over the past 12 months. Over the last ten years, FBSOX has returned 8.56% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Select IT Services Portfolio
- 1D
- -1.27%
- 1M
- 0.52%
- YTD
- -10.52%
- 6M
- -17.84%
- 1Y
- -18.18%
- 3Y*
- 1.69%
- 5Y*
- -4.76%
- 10Y*
- 8.56%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FBSOX Monthly Returns History
Based on dividend-adjusted daily data since Feb 4, 1998, FBSOX's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, an investment would double in approximately 5.8 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +15.9%, while the worst month was Oct 2008 at -21.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FBSOX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +12.9%, while the worst single day was Mar 16, 2020 at -13.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.99% | -10.00% | -3.27% | 5.80% | 9.38% | -4.51% | -10.52% | ||||||
| 2025 | 7.72% | -1.38% | -6.19% | -0.23% | 5.04% | -0.34% | -2.90% | -0.06% | -2.89% | 0.23% | -2.95% | -4.82% | -9.19% |
| 2024 | 2.31% | 4.83% | -1.59% | -7.26% | -2.94% | 0.74% | 4.47% | 3.80% | 1.61% | 2.50% | 9.77% | -3.05% | 15.04% |
| 2023 | 8.11% | -2.90% | 1.78% | 0.19% | -2.12% | 5.99% | 3.02% | -0.43% | -5.31% | -3.26% | 12.29% | 5.19% | 23.23% |
| 2022 | -7.50% | -8.35% | 0.93% | -9.47% | -2.87% | -8.74% | 11.71% | -2.88% | -11.54% | 10.35% | 3.76% | -5.72% | -28.86% |
| 2021 | -6.49% | 7.27% | -1.07% | 7.42% | -2.65% | 5.40% | 2.74% | -0.91% | -4.48% | -1.15% | -7.91% | 5.91% | 2.53% |
Benchmark Metrics
Fidelity Select IT Services Portfolio has an annualized alpha of 3.68%, beta of 1.00, and R2 of 0.76 versus S&P 500 Index. Calculated based on daily prices since February 04, 1998.
- This fund captured 116.38% of S&P 500 Index gains and 100.99% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.68% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.00 and R2 of 0.76, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.68%
- Beta
- 1.00
- R²
- 0.76
- Upside Capture
- 116.38%
- Downside Capture
- 100.99%
Expense Ratio
FBSOX has an expense ratio of 0.70%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FBSOX ranks 1 for risk / return — in the bottom 1% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Select IT Services Portfolio (FBSOX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FBSOX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.89 | ||
| Sortino ratioReturn per unit of downside risk | -3.82 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.37 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.60 | 2.78 | -3.38 |
| Martin ratioReturn relative to average drawdown | -1.11 | 12.44 | -13.55 |
Dividends
Dividend History
Fidelity Select IT Services Portfolio provided a 10.15% dividend yield over the last twelve months, with an annual payout of $3.94 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.94 | $6.78 | $11.07 | $2.38 | $7.57 | $12.96 | $4.93 | $1.73 | $2.69 | $1.69 | $0.13 | $1.55 |
Dividend yield | 10.15% | 14.07% | 18.34% | 3.81% | 14.40% | 15.64% | 5.27% | 2.30% | 4.97% | 3.10% | 0.32% | 3.87% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Select IT Services Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $3.94 | $0.00 | $0.00 | $3.94 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $6.78 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.78 |
| 2024 | $0.00 | $0.00 | $0.00 | $3.75 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.32 | $11.07 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.37 | $2.38 |
| 2022 | $0.00 | $0.00 | $0.00 | $7.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $7.57 |
| 2021 | $0.00 | $0.00 | $0.00 | $3.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.63 | $12.96 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Select IT 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 IT Services Portfolio was 50.01%, occurring on Nov 20, 2008. Recovery took 288 trading sessions.
The current Fidelity Select IT Services Portfolio drawdown is 27.15%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -50.01%Nov 2008 | 1y 4mo | 1y 1mo | 2y 6moJul 2007 - Jan 2010 |
Dot-com crash2000–2002 | -45.47%Oct 2002 | 7mo 1d | 2y 9mo | 3y 4moMar 2002 - Jul 2005 |
Bear market2022 | -42.28%Oct 2022 | 1y 2mo | — | 4y 11moJul 2021 - now |
COVID crash2020 | -36.60%Mar 2020 | 1mo 2d | 4mo 15d | 5mo 17dFeb 2020 - Aug 2020 |
1998 bear market1998 | -28.58%Oct 1998 | 2mo 19d | 2mo 11d | 5moJul 1998 - Dec 1998 |
Drawdown Indicators
| FBSOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.01% | -56.78% | +6.77% |
Max Drawdown (1Y)Largest decline over 1 year | -32.09% | -9.10% | -22.99% |
Max Drawdown (3Y)Largest decline over 3 years | -35.31% | -18.90% | -16.41% |
Max Drawdown (5Y)Largest decline over 5 years | -42.28% | -25.43% | -16.85% |
Max Drawdown (10Y)Largest decline over 10 years | -42.28% | -33.92% | -8.36% |
Current DrawdownCurrent decline from peak | -27.15% | -1.80% | -25.35% |
Average DrawdownAverage peak-to-trough decline | -10.21% | -10.71% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.28% | 2.03% | +15.25% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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