Fidelity Natural Resources Fund (FNARX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Natural Resources 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 Natural Resources Fund (FNARX) has returned 28.78% so far this year and 51.16% over the past 12 months. Over the last decade, FNARX has posted an annualized return of 12.63%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Feb 28, 1997, FNARX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, your investment would double in approximately 5.9 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2020 with a return of +32.1%, while the worst month was Mar 2020 at -33.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, FNARX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +18.2%, while the worst single day was Mar 9, 2020 at -19.9%.

Fidelity Natural Resources Fund has an annualized alpha of 3.57%, beta of 0.99, and R² of 0.45 versus S&P 500 Index. Calculated based on daily prices since March 03, 1997.

• This fund captured 101.97% of S&P 500 Index gains but only 96.30% of its losses — a favorable profile for investors.
• R² of 0.45 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

FNARX has an expense ratio of 0.82%, placing it in the medium range.

FNARX ranks 94 for risk / return — in the top 94% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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

Fidelity Natural Resources Fund provided a 1.47% dividend yield over the last twelve months, with an annual payout of $0.99 per share.

The table displays the monthly dividend distributions for Fidelity Natural Resources 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 Natural Resources 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 Natural Resources Fund was 71.04%, occurring on Mar 18, 2020. Recovery took 510 trading sessions.

The current Fidelity Natural Resources Fund drawdown is 0.38%.

The chart below shows the rolling one-month volatility.