Fidelity Select Health Care Services Portfolio (FSHCX)
Fund Info
| ISIN | US3163906650 |
|---|---|
| CUSIP | 316390665 |
| Issuer | Fidelity |
| Inception Date | Jun 30, 1986 |
| Region | North America (U.S.) |
| Category | Health & Biotech Equities |
| Min. Investment | $0 |
| Home Page | institutional.fidelity.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
FSHCX has a high expense ratio of 0.71%, indicating higher-than-average management fees.
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 -2.40% year-to-date (YTD) and 3.35% in the last 12 months. Over the past 10 years, Fidelity Select Health Care Services Portfolio had an annualized return of 12.01%, outperforming the S&P 500 benchmark which had an annualized return of 10.90%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.40% | 11.05% |
| 1 month | 2.16% | 4.86% |
| 6 months | 0.95% | 17.50% |
| 1 year | 3.35% | 27.37% |
| 5 years (annualized) | 12.17% | 13.14% |
| 10 years (annualized) | 12.01% | 10.90% |
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% | -6.22% | -2.40% | ||||||||
| 2023 | -0.29% | -5.20% | -1.76% | 4.94% | -4.48% | 4.42% | 1.71% | -5.22% | 2.19% | 2.03% | 0.63% | 3.28% | 1.52% |
| 2022 | -8.13% | 4.43% | 6.32% | -4.27% | -0.99% | -2.28% | 9.69% | -2.71% | -3.26% | 7.81% | -0.84% | -3.26% | 0.86% |
| 2021 | -0.13% | -1.48% | 8.25% | 5.55% | 2.19% | -1.63% | 0.40% | -2.54% | -5.14% | 8.62% | -6.66% | 13.05% | 20.22% |
| 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% | 11.11% | 3.66% | 19.91% |
| 2018 | 7.95% | -4.98% | -4.06% | 6.27% | 0.60% | 3.32% | 4.23% | 8.70% | 2.41% | -4.72% | 5.96% | -13.49% | 10.17% |
| 2017 | 3.56% | 5.24% | -1.41% | 2.10% | 1.58% | 5.65% | -1.21% | 0.41% | -0.36% | 0.85% | 6.45% | -0.38% | 24.46% |
| 2016 | -7.39% | 0.52% | 5.32% | 2.85% | -0.14% | 2.32% | 1.00% | -4.18% | 0.17% | -5.99% | 10.02% | -0.98% | 2.28% |
| 2015 | 0.06% | 6.19% | 3.51% | -2.26% | 5.56% | 2.29% | -1.43% | -4.87% | -4.43% | 1.06% | -0.65% | 2.40% | 6.96% |
| 2014 | 1.32% | 2.22% | 1.64% | -4.40% | 5.40% | 1.28% | 2.17% | 5.08% | -2.37% | 5.94% | 2.06% | 2.06% | 24.25% |
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSHCX is 8, indicating that it is in the bottom 8% 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.
FSHCX (Fidelity Select Health Care Services Portfolio)
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 granted a 4.24% dividend yield in the last twelve months. The annual payout for that period amounted to $5.31 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.31 | $0.76 | $7.02 | $9.75 | $0.93 | $0.29 | $11.33 | $12.06 | $3.81 | $3.43 | $7.45 | $4.36 |
Dividend yield | 4.24% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% | 9.07% | 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 | $4.55 | $0.00 | $4.55 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.76 |
| 2022 | $0.00 | $0.00 | $0.00 | $6.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $7.02 |
| 2021 | $0.00 | $0.00 | $0.00 | $3.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.31 | $9.75 |
| 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 | $4.88 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.45 | $11.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $4.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.68 | $12.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.00 | $3.81 |
| 2015 | $0.00 | $0.00 | $0.00 | $1.59 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.84 | $3.43 |
| 2014 | $0.00 | $0.00 | $0.00 | $2.89 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.56 | $7.45 |
| 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.
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 7.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.77% | Dec 27, 2007 | 229 | Nov 20, 2008 | 541 | Jan 14, 2011 | 770 |
| -51.72% | Apr 23, 1998 | 478 | Mar 14, 2000 | 516 | Apr 8, 2002 | 994 |
| -38.91% | Jun 20, 2002 | 208 | Apr 16, 2003 | 245 | Apr 6, 2004 | 453 |
| -38.85% | Aug 12, 1987 | 82 | Dec 7, 1987 | 342 | Apr 13, 1989 | 424 |
| -38.5% | Jan 10, 1992 | 321 | Apr 15, 1993 | 346 | Aug 26, 1994 | 667 |
Volatility
Volatility Chart
The current Fidelity Select Health Care Services Portfolio volatility is 3.78%, 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.