Fidelity Select Chemicals Portfolio (FSCHX)

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Fidelity Select Chemicals Portfolio (FSCHX) is up 20.1% since the beginning of the year. FSCHX is currently trading at $14 per share. Investors who bought $1,000 worth of FSCHX shares 5 years ago would now be looking at an investment worth $1,153.

Fidelity Select Chemicals Portfolio (FSCHX) has returned 20.08% so far this year and 16.69% over the past 12 months. Over the last ten years, FSCHX has returned 6.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jul 29, 1985, FSCHX's average daily return is +0.05%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 1999 with a return of +19.7%, while the worst month was Oct 1987 at -30.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 9 months.

On a daily basis, FSCHX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +14.4%, while the worst single day was Oct 19, 1987 at -18.7%.

Fidelity Select Chemicals Portfolio has an annualized alpha of 3.67%, beta of 0.91, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since July 29, 1985.

• This fund captured 106.80% of S&P 500 Index gains but only 96.20% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 3.67% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.91 and R2 of 0.64, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

FSCHX has an expense ratio of 0.74%, placing it in the medium range.

FSCHX ranks 13 for risk / return — in the bottom 13% 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 Chemicals Portfolio provided a 2.85% dividend yield over the last twelve months, with an annual payout of $0.40 per share.

The table displays the monthly dividend distributions for Fidelity Select Chemicals 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 Chemicals 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 Chemicals Portfolio was 59.24%, occurring on Nov 20, 2008. Recovery took 512 trading sessions.

The current Fidelity Select Chemicals Portfolio drawdown is 5.54%.

The chart below shows the rolling one-month volatility.