Fidelity Select Leisure Portfolio (FDLSX)
The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the design, production, or distribution of goods or services in the leisure industries. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
Fund Info
US3163907070
316390707
May 7, 1984
$0
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 Leisure 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 Leisure Portfolio had a return of 21.17% year-to-date (YTD) and 30.65% in the last 12 months. Over the past 10 years, Fidelity Select Leisure Portfolio had an annualized return of 12.94%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
FDLSX
21.17%
2.57%
15.68%
30.65%
15.45%
12.94%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of FDLSX, 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 | 0.65% | 4.06% | 2.23% | -3.62% | 0.16% | 3.25% | -2.69% | 3.93% | 5.67% | 1.93% | 21.17% | ||
| 2023 | 12.19% | -1.61% | 2.71% | 4.30% | -5.15% | 7.24% | 3.55% | -3.82% | -4.73% | -3.25% | 9.32% | 7.82% | 30.14% |
| 2022 | -5.21% | -1.09% | 1.10% | -5.06% | -4.05% | -12.40% | 11.82% | -1.88% | -8.86% | 12.91% | 6.89% | -7.18% | -15.27% |
| 2021 | -5.15% | 11.74% | 2.17% | 4.72% | -0.67% | -2.19% | 2.34% | 0.78% | 1.29% | 1.73% | -4.70% | 9.03% | 21.66% |
| 2020 | -0.26% | -10.96% | -24.19% | 18.88% | 6.20% | -1.79% | 2.85% | 14.18% | 0.61% | -2.41% | 16.63% | 5.65% | 18.59% |
| 2019 | 7.73% | 4.31% | 1.58% | 5.25% | -3.87% | 6.97% | 3.38% | 0.06% | -3.39% | -2.82% | 3.03% | 4.16% | 28.78% |
| 2018 | 4.36% | -4.31% | -0.84% | 2.34% | 0.14% | -3.25% | 1.76% | 1.40% | 1.32% | -6.76% | 6.32% | -8.98% | -7.39% |
| 2017 | 1.39% | 1.89% | 3.67% | 4.43% | 5.53% | -2.03% | -0.85% | 2.06% | 0.45% | 3.29% | 4.77% | 1.50% | 29.09% |
| 2016 | -3.28% | 2.09% | 3.90% | -3.70% | -0.63% | 0.53% | 4.06% | 0.10% | -1.21% | -1.77% | 7.75% | -1.08% | 6.36% |
| 2015 | 0.23% | 5.46% | -0.39% | 0.45% | 1.16% | 0.60% | 4.96% | -7.38% | -2.42% | 5.44% | -2.41% | -1.56% | 3.43% |
| 2014 | -4.43% | 6.10% | -0.33% | -3.00% | 1.85% | 3.45% | -3.71% | 2.59% | -0.31% | 1.36% | 5.49% | 0.27% | 9.07% |
| 2013 | 5.51% | 1.12% | 5.93% | 2.68% | 0.97% | 0.23% | 4.41% | -1.13% | 4.99% | 4.81% | 4.65% | 2.65% | 43.30% |
Expense Ratio
FDLSX features an expense ratio of 0.74%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FDLSX is 70, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Select Leisure Portfolio (FDLSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select Leisure Portfolio provided a 0.36% dividend yield over the last twelve months, with an annual payout of $0.08 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.08 | $0.07 | $0.05 | $0.02 | $0.08 | $0.11 | $0.16 | $0.14 | $0.14 | $0.37 | $0.56 | $1.07 |
Dividend yield | 0.36% | 0.39% | 0.37% | 0.11% | 0.45% | 0.71% | 1.22% | 0.83% | 1.01% | 2.88% | 4.21% | 8.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Select Leisure 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 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.07 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.02 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.08 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.16 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.14 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.37 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.56 |
| 2013 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $1.07 |
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 Leisure 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 Leisure Portfolio was 51.18%, occurring on Nov 20, 2008. Recovery took 354 trading sessions.
The current Fidelity Select Leisure Portfolio drawdown is 2.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.18% | Nov 1, 2007 | 266 | Nov 20, 2008 | 354 | Apr 21, 2010 | 620 |
| -48.44% | Jan 21, 2020 | 41 | Mar 18, 2020 | 164 | Nov 9, 2020 | 205 |
| -46.61% | Jan 11, 2000 | 640 | Aug 5, 2002 | 594 | Dec 14, 2004 | 1234 |
| -39.45% | Aug 26, 1987 | 80 | Dec 15, 1987 | 294 | Jan 30, 1989 | 374 |
| -36.04% | Oct 10, 1989 | 267 | Oct 17, 1990 | 324 | Jan 14, 1992 | 591 |
Volatility
Volatility Chart
The current Fidelity Select Leisure Portfolio volatility is 4.53%, 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.