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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

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


500.00%1,000.00%1,500.00%2,000.00%2,500.00%December2025FebruaryMarchAprilMay
761.42%
2,310.26%
FSAGX (Fidelity Select Gold Portfolio)
Benchmark (^GSPC)

Returns By Period

Fidelity Select Gold Portfolio (FSAGX) returned 44.75% year-to-date (YTD) and 52.18% over the past 12 months. Over the past 10 years, FSAGX returned 8.55% annually, underperforming the S&P 500 benchmark at 10.26%.


FSAGX

YTD

44.75%

1M

17.43%

6M

26.89%

1Y

52.18%

5Y*

6.16%

10Y*

8.55%

^GSPC (Benchmark)

YTD

-4.67%

1M

10.50%

6M

-3.04%

1Y

8.23%

5Y*

14.30%

10Y*

10.26%

*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%-1.14%44.75%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, FSAGX is among the top 12% 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 8888
Overall Rank
The Sharpe Ratio Rank of FSAGX is 9191
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 8282
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 current Fidelity Select Gold Portfolio Sharpe ratio is 1.83. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Select Gold Portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
1.83
0.65
FSAGX (Fidelity Select Gold Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Select Gold Portfolio provided a 2.38% 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$1.20201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$0.85$0.89$0.22$0.08$0.41$1.30$0.06

Dividend yield

2.38%3.62%0.99%0.36%1.59%4.40%0.26%

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$0.41$0.41
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$0.06$0.06

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-27.12%
-8.04%
FSAGX (Fidelity Select Gold Portfolio)
Benchmark (^GSPC)

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 27.12%.


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

Volatility

Volatility Chart

The current Fidelity Select Gold Portfolio volatility is 15.41%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
15.41%
13.20%
FSAGX (Fidelity Select Gold Portfolio)
Benchmark (^GSPC)