Fidelity Select Health Care Services Portfolio (FSHCX)
Fund Info
US3163906650
316390665
Jun 30, 1986
North America (U.S.)
$0
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Fidelity Select Health Care Services Portfolio had a return of -8.35% year-to-date (YTD) and -5.42% in the last 12 months. Over the past 10 years, Fidelity Select Health Care Services Portfolio had an annualized return of 4.30%, while the S&P 500 had an annualized return of 11.11%, indicating that Fidelity Select Health Care Services Portfolio did not perform as well as the benchmark.
FSHCX
-8.35%
-6.27%
-2.98%
-5.42%
4.77%
4.30%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of FSHCX, 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 | -2.15% | 3.09% | 2.24% | -9.54% | -0.59% | -1.25% | 8.20% | 1.67% | -1.55% | -8.43% | -8.35% | ||
| 2023 | -0.29% | -5.20% | -1.76% | 4.94% | -4.48% | 4.42% | 1.71% | -5.22% | 2.19% | 2.03% | 0.63% | 3.04% | 1.28% |
| 2022 | -8.13% | 4.43% | 6.32% | -8.30% | -0.99% | -2.28% | 9.69% | -2.71% | -3.26% | 7.81% | -0.84% | -3.70% | -3.83% |
| 2021 | -0.13% | -1.48% | 8.25% | 2.85% | 2.19% | -1.63% | 0.40% | -2.54% | -5.14% | 8.62% | -6.66% | 8.07% | 11.99% |
| 2020 | -3.82% | -6.08% | -4.02% | 12.58% | 6.30% | -3.11% | 2.19% | 2.36% | -1.05% | -0.95% | 9.53% | 5.05% | 18.58% |
| 2019 | 9.26% | -6.83% | -2.71% | -2.98% | 0.06% | 5.06% | 4.21% | -5.81% | -4.21% | 9.62% | 11.10% | 3.66% | 19.91% |
| 2018 | 7.95% | -4.98% | -4.06% | 0.62% | 0.60% | 3.32% | 4.23% | 8.70% | 2.41% | -4.72% | 5.96% | -19.00% | -2.34% |
| 2017 | 3.56% | 5.24% | -1.41% | -2.91% | 1.58% | 5.65% | -1.21% | 0.41% | -0.36% | 0.85% | 6.45% | -8.20% | 9.06% |
| 2016 | -7.39% | 0.52% | 5.32% | 1.84% | -0.14% | 2.32% | 1.00% | -4.18% | 0.17% | -5.99% | 10.02% | -4.29% | -2.11% |
| 2015 | 0.06% | 6.19% | 3.51% | -2.26% | 5.56% | 2.29% | -1.43% | -4.87% | -4.43% | 1.06% | -0.65% | 0.22% | 4.68% |
| 2014 | 1.32% | 2.22% | 1.64% | -4.40% | 5.40% | 1.28% | 2.17% | 5.08% | -2.37% | 5.94% | 2.06% | -3.59% | 17.37% |
| 2013 | 3.61% | 0.77% | 2.99% | 2.09% | 4.32% | 1.30% | 5.50% | -2.12% | 2.31% | 2.99% | 6.18% | 1.20% | 35.63% |
Expense Ratio
FSHCX features an expense ratio of 0.71%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSHCX is 1, indicating that it is in the bottom 1% 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 Health Care Services Portfolio (FSHCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select Health Care Services Portfolio provided a 0.39% dividend yield over the last twelve months, with an annual payout of $0.48 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.48 | $0.46 | $0.31 | $0.30 | $0.93 | $0.29 | $0.10 | $0.10 | $0.13 | $1.61 | $2.89 | $4.36 |
Dividend yield | 0.39% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% | 5.98% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.30 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.93 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2015 | $0.00 | $0.00 | $0.00 | $1.59 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $1.61 |
| 2014 | $0.00 | $0.00 | $0.00 | $2.89 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.89 |
| 2013 | $1.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.20 | $4.36 |
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 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 57.77%, occurring on Nov 20, 2008. Recovery took 541 trading sessions.
The current Fidelity Select Health Care Services Portfolio drawdown is 15.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.77% | Dec 27, 2007 | 228 | Nov 20, 2008 | 541 | Jan 14, 2011 | 769 |
| -51.72% | Apr 23, 1998 | 492 | Mar 14, 2000 | 514 | Apr 8, 2002 | 1006 |
| -39.44% | Jan 10, 1992 | 331 | Apr 15, 1993 | 360 | Sep 1, 1994 | 691 |
| -38.91% | Jun 20, 2002 | 207 | Apr 16, 2003 | 244 | Apr 6, 2004 | 451 |
| -38.87% | Aug 12, 1987 | 84 | Dec 7, 1987 | 353 | Apr 13, 1989 | 437 |
Volatility
Volatility Chart
The current Fidelity Select Health Care Services Portfolio volatility is 6.04%, 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.