- ISIN
- US3163904424
- CUSIP
- 316390442
- Issuer
- Fidelity
- Inception Date
- Jun 17, 2001
- Category
- Health & Biotech Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FPHAX Performance Chart
Fidelity Select Pharmaceuticals Portfolio (FPHAX) is up 8.3% since the beginning of the year. FPHAX is currently trading at $33 per share. Investors who bought $1,000 worth of FPHAX shares 5 years ago would now be looking at an investment worth $1,795.
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Returns By Period
Fidelity Select Pharmaceuticals Portfolio (FPHAX) has returned 8.31% so far this year and 41.24% over the past 12 months. Over the last ten years, FPHAX has returned 12.00% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Select Pharmaceuticals Portfolio
- 1D
- -1.92%
- 1M
- 0.55%
- YTD
- 8.31%
- 6M
- 7.34%
- 1Y
- 41.24%
- 3Y*
- 17.15%
- 5Y*
- 12.41%
- 10Y*
- 12.00%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FPHAX Monthly Returns History
Based on dividend-adjusted daily data since Jun 18, 2001, FPHAX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +12.1%, while the worst month was Oct 2008 at -11.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.
On a daily basis, FPHAX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +9.9%, while the worst single day was Mar 16, 2020 at -8.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.20% | 5.38% | -6.79% | 0.49% | 8.15% | -0.73% | 8.31% | ||||||
| 2025 | 3.67% | 6.01% | -9.11% | 2.13% | -3.50% | 2.33% | -3.14% | 6.60% | 6.03% | 9.11% | 9.88% | -1.39% | 30.41% |
| 2024 | 5.17% | 8.54% | 3.82% | -2.08% | 5.48% | 3.38% | -0.40% | 7.01% | -6.17% | -5.10% | -2.17% | -6.91% | 9.39% |
| 2023 | 0.04% | -4.48% | 4.32% | 5.27% | 0.22% | 1.96% | -0.39% | 3.14% | -4.50% | -4.10% | 4.46% | 6.76% | 12.54% |
| 2022 | -5.44% | 0.45% | 5.15% | -2.67% | -0.92% | 1.24% | 2.32% | -5.85% | -2.45% | 6.42% | 5.50% | -1.87% | 0.94% |
| 2021 | 1.35% | -0.33% | -0.29% | 2.29% | 3.22% | 3.86% | 0.51% | 2.36% | -5.11% | 4.29% | -6.25% | 6.04% | 11.79% |
Benchmark Metrics
Fidelity Select Pharmaceuticals Portfolio has an annualized alpha of 4.33%, beta of 0.70, and R2 of 0.58 versus S&P 500 Index. Calculated based on daily prices since June 18, 2001.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (81.12%) than losses (70.89%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 4.33% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 4.33%
- Beta
- 0.70
- R²
- 0.58
- Upside Capture
- 81.12%
- Downside Capture
- 70.89%
Expense Ratio
FPHAX has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FPHAX ranks 59 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FPHAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.37 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.89 | 2.78 | +1.11 |
| Martin ratioReturn relative to average drawdown | 10.67 | 12.44 | -1.77 |
Dividends
Dividend History
Fidelity Select Pharmaceuticals Portfolio provided a 5.13% dividend yield over the last twelve months, with an annual payout of $1.68 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.68 | $1.76 | $0.48 | $1.91 | $1.18 | $2.63 | $2.10 | $1.94 | $0.32 | $0.30 | $0.18 | $2.60 |
Dividend yield | 5.13% | 5.68% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.65% | 1.62% | 1.07% | 12.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Select Pharmaceuticals 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $1.76 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.48 |
| 2023 | $0.00 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $1.91 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $1.18 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.86 | $2.63 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Select Pharmaceuticals 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 Pharmaceuticals Portfolio was 38.26%, occurring on Jul 23, 2002. Recovery took 872 trading sessions.
The current Fidelity Select Pharmaceuticals Portfolio drawdown is 3.80%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -38.26%Jul 2002 | 1y 1mo | 3y 5mo | 4y 6moJun 2001 - Jan 2006 |
Financial crisis2007–2009 | -38.20%Mar 2009 | 1y 2mo | 1y 6mo | 2y 9moDec 2007 - Sep 2010 |
2025 selloff2025 | -28.82%Apr 2025 | 7mo 9d | 7mo 5d | 1y 2moSep 2024 - Nov 2025 |
2016 bear market2016 | -28.05%Nov 2016 | 1y 3mo | 2y 11mo | 4y 2moAug 2015 - Oct 2019 |
COVID crash2020 | -24.98%Mar 2020 | 1mo 10d | 1mo 19d | 2mo 29dFeb 2020 - May 2020 |
Drawdown Indicators
| FPHAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.26% | -56.78% | +18.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.33% | -9.10% | -1.23% |
Max Drawdown (3Y)Largest decline over 3 years | -28.82% | -18.90% | -9.92% |
Max Drawdown (5Y)Largest decline over 5 years | -28.82% | -25.43% | -3.39% |
Max Drawdown (10Y)Largest decline over 10 years | -28.82% | -33.92% | +5.10% |
Current DrawdownCurrent decline from peak | -3.80% | -1.80% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -10.71% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 2.03% | +1.73% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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