Fidelity Select Software & IT Services Portfolio (FSCSX)
Fund Info
ISIN | US3163908227 |
---|---|
CUSIP | 316390822 |
Issuer | Fidelity |
Inception Date | Jul 29, 1985 |
Category | Technology Equities |
Home Page | fundresearch.fidelity.com |
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.
Share Price Chart
Loading data...
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 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.
Returns By Period
Fidelity Select Software & IT Services Portfolio had a return of -4.58% year-to-date (YTD) and 7.35% in the last 12 months. Over the past 10 years, Fidelity Select Software & IT Services Portfolio had an annualized return of 16.30%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -4.58% | 13.39% |
1 month | 3.39% | 4.02% |
6 months | -7.84% | 5.56% |
1 year | 7.35% | 21.51% |
5 years (annualized) | 13.69% | 12.69% |
10 years (annualized) | 16.30% | 10.55% |
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.64% | 2.68% | -1.51% | -7.32% | -2.79% | 7.72% | -2.05% | 0.49% | -4.58% | ||||
2023 | 9.30% | -2.28% | 8.62% | 0.36% | 6.38% | 4.77% | 3.96% | -0.79% | -5.17% | -1.52% | 15.39% | 5.20% | 51.72% |
2022 | -6.30% | -6.30% | 2.66% | -9.56% | -3.60% | -7.43% | 9.12% | -4.79% | -10.97% | 6.93% | 4.51% | -5.75% | -29.13% |
2021 | -2.10% | 2.86% | -0.04% | 6.57% | -0.63% | 5.73% | 3.12% | 2.90% | -4.73% | 7.03% | -4.42% | 1.34% | 18.13% |
2020 | 5.80% | -5.10% | -10.60% | 14.96% | 9.18% | 5.31% | 3.82% | 10.44% | -4.98% | -4.63% | 11.66% | 5.74% | 45.55% |
2019 | 7.74% | 6.67% | 3.10% | 6.25% | -5.19% | 5.53% | 1.51% | -0.59% | -0.38% | 2.04% | 5.53% | 1.92% | 38.99% |
2018 | 9.04% | -0.98% | -3.52% | 1.83% | 6.09% | 0.93% | 3.14% | 4.04% | 0.20% | -8.46% | 1.16% | -7.97% | 4.08% |
2017 | 6.09% | 3.11% | 1.69% | 4.65% | 3.57% | -1.59% | 4.02% | 2.12% | 0.62% | 7.03% | 1.11% | 1.00% | 38.61% |
2016 | -5.96% | -2.69% | 7.89% | -0.77% | 5.12% | -2.70% | 8.25% | 1.80% | 1.46% | 0.89% | -2.26% | -0.16% | 10.29% |
2015 | -5.26% | 8.71% | -1.87% | 1.10% | 0.37% | -1.93% | 5.47% | -5.34% | -2.28% | 12.25% | 1.52% | -1.21% | 10.48% |
2014 | -0.11% | 4.94% | -3.58% | -4.79% | 3.18% | 2.93% | -1.25% | 1.65% | -0.61% | 2.83% | 2.49% | 0.85% | 8.37% |
2013 | 6.06% | 0.79% | 3.03% | 0.27% | 5.57% | 0.79% | 5.00% | 0.45% | 6.91% | 2.48% | 4.46% | 6.78% | 51.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSCSX is 7, indicating that it is in the bottom 7% 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 Software & IT Services Portfolio (FSCSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select Software & IT Services Portfolio granted a 10.17% dividend yield in the last twelve months. The annual payout for that period amounted to $2.64 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $2.64 | $2.14 | $1.78 | $1.96 | $1.38 | $2.52 | $1.01 | $1.19 | $0.51 | $0.63 | $1.21 | $0.56 |
Dividend yield | 10.17% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 6.20% | 7.15% | 3.98% | 5.22% | 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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | |||
2023 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.11 | $2.14 |
2022 | $0.00 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $1.78 |
2021 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 | $1.96 |
2020 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $1.38 |
2019 | $0.00 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $2.52 |
2018 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $1.01 |
2017 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $1.19 |
2016 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.51 |
2015 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.63 |
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.
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 58.41%, occurring on Oct 7, 2002. Recovery took 1017 trading sessions.
The current Fidelity Select Software & IT Services Portfolio drawdown is 11.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-58.41% | Dec 12, 2000 | 452 | Oct 7, 2002 | 1017 | Oct 23, 2006 | 1469 |
-52.43% | Nov 1, 2007 | 266 | Nov 20, 2008 | 483 | Oct 22, 2010 | 749 |
-43.36% | Mar 10, 2000 | 190 | Dec 8, 2000 | 1 | Dec 11, 2000 | 191 |
-40.67% | Oct 6, 1987 | 16 | Oct 27, 1987 | 668 | May 18, 1990 | 684 |
-37.06% | Nov 17, 2021 | 243 | Nov 3, 2022 | 278 | Dec 13, 2023 | 521 |
Volatility
Volatility Chart
The current Fidelity Select Software & IT Services Portfolio volatility is 5.25%, 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.