Fidelity Select Gold Portfolio (FSAGX)

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Fidelity Select Gold Portfolio (FSAGX) is up 2.0% since the beginning of the year. FSAGX is currently trading at $58 per share. Investors who bought $1,000 worth of FSAGX shares 5 years ago would now be looking at an investment worth $2,129.

Fidelity Select Gold Portfolio (FSAGX) has returned 2.01% so far this year and 53.82% over the past 12 months. Over the last ten years, FSAGX has returned 11.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Dec 16, 1985, FSAGX's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.

Historically, 53% of months were positive and 47% were negative. The best month was Sep 1998 with a return of +54.9%, while the worst month was Oct 2008 at -35.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 9 months.

On a daily basis, FSAGX closed higher 49% of trading days. The best single day was Nov 21, 2008 with a return of +24.0%, while the worst single day was Oct 20, 1987 at -15.7%.

Fidelity Select Gold Portfolio has an annualized alpha of 7.97%, beta of 0.37, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since December 16, 1985.

• This fund participated in 52.99% of S&P 500 Index downside but only 52.20% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.37 may look defensive, but with R2 of 0.05 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.05 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FSAGX has an expense ratio of 0.73%, placing it in the medium range.

FSAGX ranks 17 for risk / return — in the bottom 17% 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.

Fidelity Select Gold Portfolio provided a 5.03% dividend yield over the last twelve months, with an annual payout of $2.93 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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 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. Recovery took 2422 trading sessions.

The current Fidelity Select Gold Portfolio drawdown is 25.30%.

The chart below shows the rolling one-month volatility.