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Fidelity Select Gold Portfolio (FSAGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163907807

CUSIP

316390780

Issuer

Fidelity

Inception Date

Dec 15, 1985

Min. Investment

$0

Asset Class

Commodity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

FSAGX has an expense ratio of 0.76%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

Fidelity Select Gold Portfolio (FSAGX) returned 48.45% year-to-date (YTD) and 51.19% over the past 12 months. Over the past 10 years, FSAGX returned 8.96% annually, underperforming the S&P 500 benchmark at 10.88%.


FSAGX

YTD

48.45%

1M

1.62%

6M

38.70%

1Y

51.19%

3Y*

14.53%

5Y*

7.50%

10Y*

8.96%

^GSPC (Benchmark)

YTD

0.68%

1M

7.17%

6M

-1.66%

1Y

11.63%

3Y*

12.51%

5Y*

14.34%

10Y*

10.88%

*Annualized

Monthly Returns

The table below presents the monthly returns of FSAGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202513.14%4.06%13.79%9.29%1.39%48.45%
2024-8.35%-5.81%18.40%4.16%6.84%-5.41%11.72%4.14%2.06%2.87%-5.47%-7.46%14.97%
202311.36%-12.45%14.44%1.93%-9.45%-2.91%4.16%-5.72%-9.21%1.25%9.47%0.81%-0.37%
2022-6.77%11.96%11.20%-9.17%-9.00%-14.07%-4.54%-8.13%-0.16%0.11%18.41%1.13%-13.46%
2021-4.98%-11.12%3.81%7.46%15.10%-12.12%2.81%-6.36%-9.93%6.89%-0.84%2.27%-10.44%
20200.29%-8.67%-11.64%38.96%5.07%6.54%15.56%-1.08%-6.78%-3.51%-7.18%5.57%26.83%
20196.36%-0.78%0.58%-6.57%4.18%16.12%2.86%10.54%-9.86%2.92%-3.59%10.88%35.30%
20180.87%-10.36%1.33%1.16%0.00%-0.88%-3.35%-12.31%-0.50%1.24%-0.31%11.27%-13.00%
201713.31%-3.18%0.00%-3.85%0.59%-0.39%2.12%7.16%-6.36%-3.37%-1.65%5.32%8.40%
20163.63%29.52%5.08%22.32%-11.16%23.30%8.82%-14.45%3.33%-7.29%-15.56%-0.26%41.93%
201517.03%-3.85%-12.11%8.73%-2.04%-6.81%-17.35%3.82%-2.82%7.58%-8.22%1.58%-17.88%
201411.74%11.60%-8.26%2.77%-5.96%18.17%-2.77%2.45%-18.73%-17.88%5.00%0.31%-8.51%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 87, FSAGX is among the top 13% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FSAGX is 8787
Overall Rank
The Sharpe Ratio Rank of FSAGX is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of FSAGX is 8989
Sortino Ratio Rank
The Omega Ratio Rank of FSAGX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FSAGX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of FSAGX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Select Gold Portfolio Sharpe ratios as of May 28, 2025 (values are recalculated daily):

  • 1-Year: 1.63
  • 5-Year: 0.24
  • 10-Year: 0.27
  • All Time: 0.18

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Select Gold Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Fidelity Select Gold Portfolio provided a 2.32% dividend yield over the last twelve months, with an annual payout of $0.85 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.85$0.89$0.22$0.08$0.42$1.30$0.13$0.00$0.05$0.68

Dividend yield

2.32%3.62%0.99%0.36%1.60%4.40%0.54%0.00%0.22%3.57%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Select Gold Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.85$0.89
2023$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.22
2022$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.42
2020$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.13$1.30
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05
2016$0.23$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45$0.68

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 Gold 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 Gold Portfolio was 77.21%, occurring on Jan 19, 2016. The portfolio has not yet recovered.

The current Fidelity Select Gold Portfolio drawdown is 25.26%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.21%Sep 9, 20111095Jan 19, 2016
-70.32%Jun 3, 1996586Aug 31, 19981284Sep 24, 20031870
-66.77%Mar 17, 2008156Oct 27, 2008273Nov 25, 2009429
-44.03%Sep 29, 19871197Apr 29, 1992306Jul 1, 19931503
-32.29%Jan 6, 200490May 13, 2004339Sep 16, 2005429
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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