Fidelity Select IT Services Portfolio (FBSOX)
Fund Info
US3163904838
316390483
Feb 4, 1998
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Select IT 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.
Returns By Period
Fidelity Select IT Services Portfolio had a return of 7.50% year-to-date (YTD) and 12.20% in the last 12 months. Over the past 10 years, Fidelity Select IT Services Portfolio had an annualized return of 6.21%, while the S&P 500 had an annualized return of 11.16%, indicating that Fidelity Select IT Services Portfolio did not perform as well as the benchmark.
FBSOX
7.50%
2.49%
14.10%
12.20%
-2.23%
6.21%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of FBSOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.31% | 4.83% | -1.59% | -12.68% | -2.94% | 0.74% | 4.47% | 3.80% | 1.61% | 2.50% | 7.50% | ||
| 2023 | 8.11% | -2.90% | 1.78% | 0.19% | -2.12% | 5.99% | 3.02% | -0.43% | -5.31% | -3.26% | 12.29% | 1.27% | 18.64% |
| 2022 | -7.50% | -8.35% | 0.93% | -19.30% | -2.87% | -8.74% | 11.71% | -2.88% | -11.54% | 10.35% | 3.76% | -5.72% | -36.59% |
| 2021 | -6.49% | 7.27% | -1.07% | 3.79% | -2.65% | 5.40% | 2.74% | -0.91% | -4.48% | -1.15% | -7.91% | -5.40% | -11.52% |
| 2020 | 5.06% | -6.83% | -14.39% | 12.65% | 9.62% | 0.87% | 5.35% | 8.49% | -3.40% | -7.32% | 15.88% | 0.61% | 24.52% |
| 2019 | 11.16% | 7.94% | 4.59% | 4.15% | -3.49% | 4.61% | 3.75% | -0.88% | -2.90% | 0.76% | 5.40% | -0.64% | 39.03% |
| 2018 | 8.65% | -0.84% | -1.26% | 0.47% | 2.77% | 2.44% | 2.14% | 6.97% | 0.60% | -9.93% | 0.48% | -11.14% | -0.57% |
| 2017 | 1.26% | 5.65% | 0.29% | 1.38% | 4.23% | -0.38% | 4.46% | 1.42% | 2.49% | 5.00% | 2.72% | -1.69% | 30.05% |
| 2016 | -5.78% | -1.33% | 7.70% | -0.23% | 3.68% | -5.43% | 5.19% | -0.07% | 1.31% | -1.82% | 1.71% | 0.99% | 5.18% |
| 2015 | -3.40% | 9.52% | 0.03% | 0.66% | 4.38% | -0.51% | 4.11% | -4.83% | -1.84% | 8.77% | 0.19% | -4.29% | 12.22% |
| 2014 | -4.27% | 5.67% | -3.94% | -4.32% | 2.86% | 2.50% | -2.35% | 0.31% | -0.84% | 6.34% | 3.68% | -6.02% | -1.35% |
| 2013 | 8.78% | 0.51% | 4.94% | -1.68% | 5.55% | 0.17% | 6.32% | -0.13% | 6.20% | 3.08% | 4.26% | 6.00% | 53.23% |
Expense Ratio
FBSOX features an expense ratio of 0.70%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FBSOX is 8, indicating that it is in the bottom 8% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Select IT Services Portfolio (FBSOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select IT Services Portfolio provided a 0.01% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.01 | $0.00 | $0.01 | $0.03 | $0.03 | $0.02 | $0.13 | $1.19 | $0.16 | $1.06 |
Dividend yield | 0.01% | 0.01% | 0.02% | 0.00% | 0.01% | 0.04% | 0.06% | 0.04% | 0.32% | 2.98% | 0.44% | 2.84% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.01 | $0.01 |
| 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 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.03 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.03 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2015 | $0.00 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.16 |
| 2013 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $1.06 |
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.
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 54.04%, occurring on Oct 12, 2022. The portfolio has not yet recovered.
The current Fidelity Select IT Services Portfolio drawdown is 35.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.04% | Jul 26, 2021 | 308 | Oct 12, 2022 | — | — | — |
| -49.59% | Jul 16, 2007 | 343 | Nov 20, 2008 | 280 | Jan 4, 2010 | 623 |
| -45.47% | Mar 12, 2002 | 147 | Oct 9, 2002 | 703 | Jul 27, 2005 | 850 |
| -36.6% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -28.58% | Jul 21, 1998 | 58 | Oct 8, 1998 | 44 | Dec 9, 1998 | 102 |
Volatility
Volatility Chart
The current Fidelity Select IT Services Portfolio volatility is 4.78%, 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.