- ISIN
- US3163901032
- CUSIP
- 316390103
- Issuer
- Fidelity
- Inception Date
- Jul 14, 1981
- Category
- Energy Equities
- Min. Investment
- $0
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
FSENX Performance Chart
Fidelity Select Energy Portfolio (FSENX) is up 25.1% since the beginning of the year. FSENX is currently trading at $77 per share. Investors who bought $1,000 worth of FSENX shares 5 years ago would now be looking at an investment worth $2,653.
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Returns By Period
Fidelity Select Energy Portfolio (FSENX) has returned 25.07% so far this year and 31.46% over the past 12 months. Over the last ten years, FSENX has returned 8.66% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Select Energy Portfolio
- 1D
- -1.60%
- 1M
- -9.51%
- YTD
- 25.07%
- 6M
- 26.87%
- 1Y
- 31.46%
- 3Y*
- 15.80%
- 5Y*
- 21.55%
- 10Y*
- 8.66%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FSENX Monthly Returns History
Based on dividend-adjusted daily data since Jul 14, 1981, FSENX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 14.65% | 10.97% | 9.67% | -0.45% | -5.68% | -4.54% | 25.07% | ||||||
| 2025 | 2.75% | 0.02% | 2.66% | -12.52% | 4.03% | 5.48% | 3.43% | 3.49% | 0.63% | -0.73% | 3.22% | -1.09% | 10.56% |
| 2024 | -0.45% | 3.94% | 11.19% | -0.86% | 0.68% | -2.35% | 2.44% | -3.97% | -3.56% | -0.93% | 7.11% | -7.65% | 4.26% |
| 2023 | 4.37% | -6.18% | -1.84% | 1.56% | -9.44% | 7.64% | 8.99% | 2.65% | 3.28% | -5.50% | -2.16% | -0.70% | 0.94% |
| 2022 | 18.29% | 8.26% | 9.51% | -0.38% | 15.40% | -17.07% | 8.96% | 3.16% | -10.16% | 24.68% | 1.15% | -4.26% | 62.98% |
| 2021 | 4.04% | 20.81% | 1.30% | 0.86% | 6.84% | 4.82% | -8.75% | -0.43% | 11.49% | 9.68% | -5.24% | 2.58% | 55.31% |
Benchmark Metrics
Fidelity Select Energy Portfolio has an annualized alpha of 1.74%, beta of 0.88, and R2 of 0.37 versus S&P 500 Index. Calculated based on daily prices since July 14, 1981.
- This fund participated in 88.35% of S&P 500 Index downside but only 83.27% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.37 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 1.74%
- Beta
- 0.88
- R²
- 0.37
- Upside Capture
- 83.27%
- Downside Capture
- 88.35%
Expense Ratio
FSENX has an expense ratio of 0.77%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSENX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSENX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.69 | 2.78 | -0.09 |
| Martin ratioReturn relative to average drawdown | 8.68 | 12.44 | -3.76 |
Dividends
Dividend History
Fidelity Select Energy Portfolio provided a 1.71% dividend yield over the last twelve months, with an annual payout of $1.31 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.31 | $1.20 | $1.11 | $1.10 | $1.40 | $0.79 | $0.80 | $0.66 | $0.49 | $0.78 | $0.29 | $0.45 |
Dividend yield | 1.71% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.29 | $1.20 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $1.11 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $1.10 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $1.40 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.30 | $0.79 |
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.
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Worst Drawdowns
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 12.09%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -76.24%Mar 2020 | 11y 9mo | 2y 2mo | 13y 11moJun 2008 - May 2022 |
Dot-com crash2000–2002 | -35.58%Jul 2002 | 1y 2mo | 1y 9mo | 2y 11moMay 2001 - Apr 2004 |
Black Monday1987 | -34.25%Dec 1987 | 4mo 2d | 1y 6mo | 1y 10moAug 1987 - Jun 1989 |
1998 bear market1998 | -32.04%Aug 1998 | 10mo 27d | 8mo 5d | 1y 6moOct 1997 - May 1999 |
Bear market2022 | -28.02%Jul 2022 | 1mo 6d | 3mo 26d | 5mo 2dJun 2022 - Nov 2022 |
Drawdown Indicators
| FSENX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.24% | -56.78% | -19.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -9.10% | -2.99% |
Max Drawdown (3Y)Largest decline over 3 years | -25.85% | -18.90% | -6.95% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -25.43% | -2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -72.11% | -33.92% | -38.19% |
Current DrawdownCurrent decline from peak | -12.09% | -1.80% | -10.29% |
Average DrawdownAverage peak-to-trough decline | -17.00% | -10.71% | -6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 2.03% | +1.71% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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