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Fidelity Select Software & IT Services Portfolio (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163908227

CUSIP

316390822

Issuer

Fidelity

Inception Date

Jul 29, 1985

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FSCSX features an expense ratio of 0.67%, falling within the medium range.


Expense ratio chart for FSCSX: current value at 0.67% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.67%

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:
FSCSX vs. FTEC FSCSX vs. FSPTX FSCSX vs. FSELX FSCSX vs. VGT FSCSX vs. FXAIX FSCSX vs. VONG FSCSX vs. XLK FSCSX vs. FBGRX FSCSX vs. FNILX FSCSX vs. VTI
Popular comparisons:
FSCSX vs. FTEC FSCSX vs. FSPTX FSCSX vs. FSELX FSCSX vs. VGT FSCSX vs. FXAIX FSCSX vs. VONG FSCSX vs. XLK FSCSX vs. FBGRX FSCSX vs. FNILX FSCSX vs. VTI

Performance

Performance Chart

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


5,000.00%10,000.00%15,000.00%20,000.00%JulyAugustSeptemberOctoberNovemberDecember
17,288.06%
2,404.87%
FSCSX (Fidelity Select Software & IT Services Portfolio)
Benchmark (^GSPC)

Returns By Period

Fidelity Select Software & IT Services Portfolio had a return of 9.47% year-to-date (YTD) and 1.75% in the last 12 months. Over the past 10 years, Fidelity Select Software & IT Services Portfolio had an annualized return of 10.44%, while the S&P 500 had an annualized return of 11.01%, indicating that Fidelity Select Software & IT Services Portfolio did not perform as well as the benchmark.


FSCSX

YTD

9.47%

1M

3.03%

6M

15.52%

1Y

1.75%

5Y*

9.02%

10Y*

10.44%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.64%2.68%-1.51%-9.02%-2.79%7.72%-2.05%0.49%1.67%0.22%11.52%9.47%
20239.30%-2.28%8.61%0.26%6.38%4.77%3.96%-0.79%-5.17%-1.52%15.39%-2.36%40.67%
2022-6.30%-6.30%2.66%-12.73%-3.60%-7.43%9.12%-4.79%-10.97%6.93%4.51%-9.60%-34.41%
2021-2.10%2.86%-0.04%4.95%-0.63%5.73%3.12%2.90%-4.73%7.03%-4.42%-3.66%10.58%
20205.80%-5.10%-10.60%12.34%9.18%5.31%3.82%10.44%-4.98%-4.63%11.66%2.57%37.97%
20197.74%6.67%3.10%-3.99%-5.19%5.53%1.51%-0.59%-0.37%2.04%5.53%-0.98%22.02%
20189.04%-0.98%-3.52%-0.13%6.09%0.93%3.14%4.04%0.20%-8.46%1.16%-11.40%-1.72%
20176.10%3.11%1.69%1.95%3.57%-1.59%4.02%2.12%0.62%7.03%1.11%-3.77%28.65%
2016-5.95%-2.69%7.89%-1.35%5.12%-2.70%8.25%1.80%1.46%0.89%-2.27%-3.37%6.13%
2015-5.26%8.72%-1.87%1.10%0.37%-1.93%5.47%-5.33%-2.28%12.25%1.52%-3.96%7.40%
2014-0.11%4.94%-3.58%-4.78%3.18%2.92%-1.25%1.65%-0.61%2.83%2.49%0.85%8.37%
20136.06%0.79%3.03%0.27%5.57%0.79%4.99%0.45%6.91%2.48%4.47%6.78%51.47%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FSCSX is 9, meaning it’s performing worse than 91% of other 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 FSCSX is 99
Overall Rank
The Sharpe Ratio Rank of FSCSX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of FSCSX is 99
Sortino Ratio Rank
The Omega Ratio Rank of FSCSX is 99
Omega Ratio Rank
The Calmar Ratio Rank of FSCSX is 1010
Calmar Ratio Rank
The Martin Ratio Rank of FSCSX is 77
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 Software & IT Services Portfolio (FSCSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FSCSX, currently valued at 0.12, compared to the broader market-1.000.001.002.003.004.000.121.90
The chart of Sortino ratio for FSCSX, currently valued at 0.28, compared to the broader market-2.000.002.004.006.008.0010.000.282.54
The chart of Omega ratio for FSCSX, currently valued at 1.04, compared to the broader market0.501.001.502.002.503.003.501.041.35
The chart of Calmar ratio for FSCSX, currently valued at 0.09, compared to the broader market0.005.0010.0015.000.092.81
The chart of Martin ratio for FSCSX, currently valued at 0.28, compared to the broader market0.0020.0040.0060.000.2812.39
FSCSX
^GSPC

The current Fidelity Select Software & IT Services Portfolio Sharpe ratio is 0.12. 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 Software & IT Services 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 Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.12
1.90
FSCSX (Fidelity Select Software & IT Services Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Select Software & IT Services Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.00$0.00$0.00$0.15$0.05$0.01$0.00$0.00$0.29$1.21$0.56

Dividend yield

0.00%0.00%0.00%0.00%0.55%0.23%0.04%0.00%0.03%2.35%10.43%4.72%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$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
2023$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
2022$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
2021$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
2020$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15
2019$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.05
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2017$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
2016$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
2015$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.29
2014$0.00$0.00$0.00$0.34$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.87$1.21
2013$0.56$0.56

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.01%
-3.58%
FSCSX (Fidelity Select Software & IT Services Portfolio)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Select Software & IT Services 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 Software & IT Services Portfolio was 58.42%, occurring on Oct 7, 2002. Recovery took 1017 trading sessions.

The current Fidelity Select Software & IT Services Portfolio drawdown is 9.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.42%Dec 12, 2000452Oct 7, 20021017Oct 23, 20061469
-52.43%Nov 1, 2007266Nov 20, 2008483Oct 22, 2010749
-43.36%Mar 10, 2000190Dec 8, 20001Dec 11, 2000191
-42.29%Nov 17, 2021280Dec 28, 2022
-40.67%Oct 6, 198716Oct 27, 1987668May 18, 1990684

Volatility

Volatility Chart

The current Fidelity Select Software & IT Services Portfolio volatility is 7.00%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
7.00%
3.64%
FSCSX (Fidelity Select Software & IT Services Portfolio)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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