Fidelity Select Health Care Services Portfolio (FSHCX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Select Health Care 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.

Fidelity Select Health Care Services Portfolio (FSHCX) has returned -13.20% so far this year and -21.02% over the past 12 months. Over the last ten years, FSHCX has returned 6.88% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 30, 1986, FSHCX's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, your investment would double in approximately 5.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2004 with a return of +18.8%, while the worst month was Oct 1987 at -28.5%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FSHCX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +14.5%, while the worst single day was Mar 16, 2020 at -15.8%.

Fidelity Select Health Care Services Portfolio has an annualized alpha of 5.15%, beta of 0.74, and R² of 0.43 versus S&P 500 Index. Calculated based on daily prices since July 01, 1986.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (85.02%) than losses (73.69%) — typical of diversified or defensive assets.
• R² of 0.43 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

FSHCX has an expense ratio of 0.71%, placing it in the medium range.

FSHCX ranks 1 for risk / return — in the bottom 1% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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

Fidelity Select Health Care Services Portfolio provided a 0.87% dividend yield over the last twelve months, with an annual payout of $0.77 per share.

The table displays the monthly dividend distributions for Fidelity Select Health Care Services 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 Health Care 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 Health Care Services Portfolio was 57.81%, occurring on Nov 20, 2008. Recovery took 541 trading sessions.

The current Fidelity Select Health Care Services Portfolio drawdown is 25.72%.

The chart below shows the rolling one-month volatility.