Fidelity Telecom and Utilities Fund (FIUIX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Telecom and Utilities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Fidelity Telecom and Utilities Fund (FIUIX) has returned 7.85% so far this year and 6.74% over the past 12 months. Over the last ten years, FIUIX has returned 9.93% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 27, 1987, FIUIX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, your investment would double in approximately 7.1 years.

Historically, 66% of months were positive and 34% were negative. The best month was May 2024 with a return of +10.7%, while the worst month was Oct 2008 at -14.1%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FIUIX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +13.5%, while the worst single day was Mar 16, 2020 at -11.3%.

Fidelity Telecom and Utilities Fund has an annualized alpha of 3.01%, beta of 0.71, and R² of 0.62 versus S&P 500 Index. Calculated based on daily prices since November 30, 1987.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (72.63%) than losses (66.52%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 3.01% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

FIUIX has an expense ratio of 0.60%, placing it in the medium range.

FIUIX ranks 16 for risk / return — in the bottom 16% 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.

The table below present risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Telecom and Utilities Fund provided a 3.27% dividend yield over the last twelve months, with an annual payout of $1.18 per share.

The table displays the monthly dividend distributions for Fidelity Telecom and Utilities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Fidelity Telecom and Utilities Fund. 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 Telecom and Utilities Fund was 66.48%, occurring on Oct 9, 2002. Recovery took 1129 trading sessions.

The current Fidelity Telecom and Utilities Fund drawdown is 5.08%.

The chart below shows the rolling one-month volatility.