Fidelity Select Consumer Discretionary Portfolio (FSCPX)
The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the manufacture and distribution of consumer discretionary products and services. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
Fund Info
| ISIN | US3163905587 |
|---|---|
| CUSIP | 316390558 |
| Issuer | Fidelity Investments |
| Inception Date | Jun 28, 1990 |
| Category | Consumer Discretionary Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FSCPX features an expense ratio of 0.76%, falling within 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.
Popular comparisons: FSCPX vs. FDLSX, FSCPX vs. QQQ, FSCPX vs. FOCPX, FSCPX vs. FDEGX, FSCPX vs. VGHCX, FSCPX vs. ONEQ, FSCPX vs. FSRPX, FSCPX vs. FXAIX, FSCPX vs. VCDAX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Select Consumer Discretionary Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Select Consumer Discretionary Portfolio had a return of 10.90% year-to-date (YTD) and 27.77% in the last 12 months. Over the past 10 years, Fidelity Select Consumer Discretionary Portfolio had an annualized return of 12.30%, while the S&P 500 benchmark had an annualized return of 11.94%, indicating that Fidelity Select Consumer Discretionary Portfolio performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.90% | 21.92% |
| 1 month | 2.00% | 3.36% |
| 6 months | 10.67% | 15.12% |
| 1 year | 27.77% | 32.96% |
| 5 years (annualized) | 11.37% | 14.22% |
| 10 years (annualized) | 12.30% | 11.94% |
Monthly Returns
The table below presents the monthly returns of FSCPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.29% | 9.17% | 1.55% | -6.01% | 2.26% | 1.93% | 1.76% | -0.45% | 6.13% | 10.90% | |||
| 2023 | 15.89% | -3.34% | 3.20% | -0.64% | 0.42% | 11.31% | 3.81% | -1.90% | -6.14% | -3.82% | 11.31% | 7.93% | 41.81% |
| 2022 | -10.61% | -1.73% | 0.36% | -11.04% | -6.10% | -11.83% | 18.64% | -4.20% | -8.34% | 2.68% | 3.93% | -9.79% | -34.88% |
| 2021 | -0.18% | 2.92% | 3.48% | 6.77% | -3.51% | 2.59% | -0.03% | 1.44% | -3.87% | 7.48% | 0.98% | 0.29% | 19.23% |
| 2020 | -0.16% | -7.51% | -15.12% | 19.90% | 7.24% | 2.57% | 6.72% | 9.09% | -1.57% | -3.16% | 11.69% | 5.89% | 35.68% |
| 2019 | 9.96% | 1.35% | 3.34% | 5.85% | -7.50% | 6.60% | 0.77% | -1.10% | 1.01% | 0.23% | 1.95% | 2.77% | 27.06% |
| 2018 | 9.41% | -3.75% | -2.45% | 2.25% | 1.73% | 2.91% | 1.72% | 4.60% | 0.57% | -10.08% | 2.36% | -8.59% | -1.00% |
| 2017 | 3.42% | 1.23% | 1.95% | 2.94% | 1.21% | -1.86% | 1.27% | -1.43% | 0.94% | 2.86% | 5.33% | 2.50% | 22.10% |
| 2016 | -5.03% | -0.22% | 5.99% | 0.25% | -0.79% | -0.03% | 4.61% | 0.11% | -0.50% | -3.13% | 3.84% | -0.31% | 4.35% |
| 2015 | -3.06% | 8.03% | -0.48% | -0.75% | 0.56% | 1.52% | 3.74% | -6.69% | -2.05% | 8.74% | 0.06% | -3.12% | 5.54% |
| 2014 | -5.95% | 6.90% | -0.78% | -1.05% | 1.84% | 1.46% | -3.53% | 4.37% | -2.17% | 3.42% | 5.03% | 1.40% | 10.65% |
| 2013 | 5.99% | 1.22% | 3.98% | 3.73% | 2.25% | 0.90% | 5.31% | -2.91% | 5.91% | 2.99% | 3.31% | 3.33% | 42.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSCPX is 22, indicating that it is in the bottom 22% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Select Consumer Discretionary Portfolio (FSCPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select Consumer Discretionary Portfolio granted a 2.19% dividend yield in the last twelve months. The annual payout for that period amounted to $1.41 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.41 | $1.27 | $5.85 | $6.54 | $0.77 | $1.10 | $1.33 | $1.68 | $0.32 | $1.33 | $2.62 | $2.84 |
Dividend yield | 2.19% | 2.17% | 13.79% | 9.08% | 1.16% | 2.22% | 3.35% | 4.05% | 0.90% | 3.89% | 7.79% | 8.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Select Consumer Discretionary 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | ||
| 2023 | $0.00 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $1.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $5.83 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $5.85 |
| 2021 | $0.00 | $0.00 | $0.00 | $2.98 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.56 | $6.54 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.77 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $1.10 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $1.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.68 | $1.68 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.32 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $1.33 |
| 2014 | $0.00 | $0.00 | $0.00 | $1.58 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $2.62 |
| 2013 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.67 | $2.84 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Select Consumer Discretionary 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 Consumer Discretionary Portfolio was 57.37%, occurring on Nov 20, 2008. Recovery took 511 trading sessions.
The current Fidelity Select Consumer Discretionary Portfolio drawdown is 2.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.37% | Jun 5, 2007 | 370 | Nov 20, 2008 | 511 | Dec 2, 2010 | 881 |
| -39.23% | Nov 19, 2021 | 278 | Dec 28, 2022 | — | — | — |
| -35.74% | Feb 21, 2020 | 19 | Mar 18, 2020 | 56 | Jun 8, 2020 | 75 |
| -32.27% | Jan 11, 2000 | 790 | Mar 11, 2003 | 453 | Dec 28, 2004 | 1243 |
| -22.34% | Sep 28, 2018 | 60 | Dec 24, 2018 | 75 | Apr 12, 2019 | 135 |
Volatility
Volatility Chart
The current Fidelity Select Consumer Discretionary Portfolio volatility is 4.15%, 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.