- ISIN
- US3163906650
- CUSIP
- 316390665
- Issuer
- Fidelity
- Inception Date
- Jun 30, 1986
- Region
- North America (U.S.)
- Category
- Health & Biotech Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
FSHCX Performance Chart
Fidelity Select Health Care Services Portfolio (FSHCX) is up 9.4% since the beginning of the year. FSHCX is currently trading at $112 per share. Investors who bought $1,000 worth of FSHCX shares 5 years ago would now be looking at an investment worth $1,097.
Loading charts...
Returns By Period
Fidelity Select Health Care Services Portfolio (FSHCX) has returned 9.35% so far this year and 14.86% over the past 12 months. Over the last ten years, FSHCX has returned 9.01% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Select Health Care Services Portfolio
- 1D
- 0.01%
- 1M
- 4.81%
- YTD
- 9.35%
- 6M
- 9.45%
- 1Y
- 14.86%
- 3Y*
- 2.26%
- 5Y*
- 1.86%
- 10Y*
- 9.01%
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%
FSHCX Monthly Returns History
Based on dividend-adjusted daily data since Jun 30, 1986, FSHCX's average daily return is +0.05%, while the average monthly return is +1.07%. At this rate, an investment would double in approximately 5.4 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.25% | 2.93% | -9.83% | 15.93% | 0.16% | 5.96% | 9.35% | ||||||
| 2025 | 11.57% | -3.33% | 5.82% | -4.87% | -7.23% | 1.34% | -14.55% | 11.70% | 5.14% | 0.03% | 3.75% | -2.32% | 3.85% |
| 2024 | -2.15% | 3.09% | 2.24% | -6.22% | -0.59% | -1.25% | 8.20% | 1.67% | -1.55% | -8.43% | 4.98% | -12.19% | -13.21% |
| 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% |
Benchmark Metrics
Fidelity Select Health Care Services Portfolio has an annualized alpha of 5.42%, beta of 0.74, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since June 30, 1986.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (85.18%) than losses (72.70%) - 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.
- Alpha
- 5.42%
- Beta
- 0.74
- R²
- 0.43
- Upside Capture
- 85.18%
- Downside Capture
- 72.70%
Expense Ratio
FSHCX has an expense ratio of 0.71%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSHCX ranks 9 for risk / return — in the bottom 9% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Select Health Care Services Portfolio (FSHCX) 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.
| FSHCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.78 | -1.97 |
| Martin ratioReturn relative to average drawdown | 2.07 | 12.44 | -10.37 |
Dividends
Dividend History
Fidelity Select Health Care Services Portfolio provided a 0.69% dividend yield over the last twelve months, with an annual payout of $0.77 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.77 | $0.77 | $16.56 | $0.76 | $7.02 | $9.75 | $0.93 | $0.29 | $11.33 | $12.06 | $3.81 | $3.43 |
Dividend yield | 0.69% | 0.75% | 16.63% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.77 |
| 2024 | $0.00 | $0.00 | $0.00 | $4.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $12.01 | $16.56 |
| 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 |
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.
Loading charts...
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 57.81%, occurring on Nov 20, 2008. Recovery took 541 trading sessions.
The current Fidelity Select Health Care Services Portfolio drawdown is 6.43%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -57.81%Nov 2008 | 10mo 29d | 2y 1mo | 3y 19dDec 2007 - Jan 2011 |
Dot-com crash2000–2002 | -51.72%Mar 2000 | 1y 10mo | 2y 25d | 3y 11moApr 1998 - Apr 2002 |
Black Monday1987 | -40.00%Dec 1987 | 1y 5mo | 1y 5mo | 2y 10moJul 1986 - May 1989 |
1993 bear market1993 | -39.00%Apr 1993 | 1y 3mo | 1y 4mo | 2y 7moJan 1992 - Aug 1994 |
2003 bear market2003 | -38.91%Apr 2003 | 10mo | 11mo 26d | 1y 9moJun 2002 - Apr 2004 |
Drawdown Indicators
| FSHCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.81% | -56.78% | -1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -17.15% | -9.10% | -8.05% |
Max Drawdown (3Y)Largest decline over 3 years | -29.52% | -18.90% | -10.62% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -25.43% | -4.09% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | -33.92% | -1.56% |
Current DrawdownCurrent decline from peak | -6.43% | -1.80% | -4.63% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -10.71% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.75% | 2.03% | +4.72% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with FSHCX
Add Fidelity Select Health Care Services Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with FSHCX