Fidelity Select Energy Portfolio (FSENX)

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

Fidelity Select Energy Portfolio (FSENX) has returned 33.25% so far this year and 69.91% over the past 12 months. Over the last ten years, FSENX has returned 10.49% per year, falling short of the S&P 500 Index benchmark, which averaged 12.70% annually.

Based on dividend-adjusted daily data since Jul 14, 1981, FSENX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2020 with a return of +28.6%, while the worst month was Mar 2020 at -36.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 12 months.

On a daily basis, FSENX closed higher 48% of trading days. The best single day was Oct 13, 2008 with a return of +21.0%, while the worst single day was Mar 9, 2020 at -21.7%.

Fidelity Select Energy Portfolio has an annualized alpha of 2.03%, beta of 0.88, and R² of 0.38 versus S&P 500 Index. Calculated based on daily prices since July 15, 1981.

• This fund participated in 87.92% of S&P 500 Index downside but only 84.39% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.38 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

FSENX has an expense ratio of 0.77%, placing it in the medium range.

FSENX ranks 81 for risk / return — in the top 81% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Select Energy Portfolio provided a 1.46% dividend yield over the last twelve months, with an annual payout of $1.20 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Fidelity Select Energy 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 Energy 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 Energy Portfolio was 76.24%, occurring on Mar 18, 2020. Recovery took 550 trading sessions.

The current Fidelity Select Energy Portfolio drawdown is 6.34%.

The chart below shows the rolling one-month volatility.