Fidelity Select IT Services Portfolio (FBSOX)
Fund Info
| ISIN | US3163904838 |
|---|---|
| CUSIP | 316390483 |
| Issuer | Fidelity |
| Inception Date | Feb 4, 1998 |
| Category | Technology Equities |
| Home Page | fundresearch.fidelity.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FBSOX has a high expense ratio of 0.70%, indicating higher-than-average management fees.
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 -3.06% year-to-date (YTD) and 14.63% in the last 12 months. Over the past 10 years, Fidelity Select IT Services Portfolio had an annualized return of 11.96%, outperforming the S&P 500 benchmark which had an annualized return of 10.41%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.06% | 6.17% |
| 1 month | -6.77% | -2.72% |
| 6 months | 12.27% | 17.29% |
| 1 year | 14.63% | 23.80% |
| 5 years (annualized) | 4.83% | 11.47% |
| 10 years (annualized) | 11.96% | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.31% | 4.83% | -1.59% | -7.26% | ||||||||
| 2023 | -3.26% | 12.29% | 5.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FBSOX is 40, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Fidelity Select IT Services Portfolio(FBSOX)
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 granted a 10.76% dividend yield in the last twelve months. The annual payout for that period amounted to $6.12 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.12 | $2.38 | $7.57 | $12.96 | $4.93 | $1.73 | $2.69 | $1.69 | $0.13 | $1.55 | $3.01 | $1.06 |
Dividend yield | 10.76% | 3.81% | 14.40% | 15.64% | 5.27% | 2.30% | 4.97% | 3.10% | 0.32% | 3.87% | 8.20% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $3.75 | ||||||||
| 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 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.46 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.37 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.78 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 |
| 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 |
| 2015 | $0.00 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.86 |
| 2013 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 49.59%, occurring on Nov 20, 2008. Recovery took 280 trading sessions.
The current Fidelity Select IT Services Portfolio drawdown is 24.46%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -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 |
| -42.28% | Jul 26, 2021 | 308 | Oct 12, 2022 | — | — | — |
| -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 9.67%, 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.