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Fidelity Select Construction & Housing Portfolio (FSHOX)

Mutual Fund · Currency in USD · Last updated Dec 2, 2023

The fund normally invests at least 80% of assets in securities of companies principally engaged in the design and construction of residential, commercial, industrial, and public works facilities, as well as companies engaged in the manufacture, supply, distribution, or sale of construction and housing products or services. It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. It invests primarily in common stocks. The fund is non-diversified.

Summary

Fund Info

ISINUS3163906163
CUSIP316390616
IssuerFidelity Investments
Inception DateSep 28, 1986
CategoryConsumer Discretionary Equities
Minimum Investment$0
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The Fidelity Select Construction & Housing Portfolio has a high expense ratio of 0.76%, indicating higher-than-average management fees.


0.76%
0.00%2.15%

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in Fidelity Select Construction & Housing Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
9.34%
7.29%
FSHOX (Fidelity Select Construction & Housing Portfolio)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with FSHOX

Fidelity Select Construction & Housing Portfolio

Popular comparisons: FSHOX vs. FDLSX, FSHOX vs. FNILX, FSHOX vs. FOCPX, FSHOX vs. FSPTX, FSHOX vs. FSELX, FSHOX vs. FSPSX, FSHOX vs. FBGRX, FSHOX vs. IOO, FSHOX vs. ITB, FSHOX vs. VFINX

Return

Fidelity Select Construction & Housing Portfolio had a return of 19.58% year-to-date (YTD) and 14.00% in the last 12 months. Over the past 10 years, Fidelity Select Construction & Housing Portfolio had an annualized return of 14.46%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.


PeriodReturnBenchmark
Year-To-Date19.58%19.67%
1 month12.18%8.42%
6 months9.34%7.29%
1 year14.00%12.71%
5 years (annualized)19.26%10.75%
10 years (annualized)14.46%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-2.87%12.98%5.10%-2.48%-7.86%-6.35%11.53%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
FSHOX
Fidelity Select Construction & Housing Portfolio
0.77
^GSPC
S&P 500
0.91

Sharpe Ratio

The current Fidelity Select Construction & Housing Portfolio Sharpe ratio is 0.77. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.200.400.600.801.001.201.40JulyAugustSeptemberOctoberNovemberDecember
0.77
0.91
FSHOX (Fidelity Select Construction & Housing Portfolio)
Benchmark (^GSPC)

Dividend History

Fidelity Select Construction & Housing Portfolio granted a 0.67% dividend yield in the last twelve months. The annual payout for that period amounted to $0.66 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.66$0.66$5.89$3.44$4.90$7.47$8.84$2.12$1.92$6.61$4.74$0.80

Dividend yield

0.67%0.80%5.45%4.73%7.91%15.68%13.62%3.61%3.30%11.79%8.70%1.65%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Select Construction & Housing Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.66
2021$0.00$0.00$0.00$1.99$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.89
2020$0.00$0.00$0.00$2.83$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.61
2019$0.00$0.00$0.00$2.15$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.75
2018$0.00$0.00$0.00$2.95$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.52
2017$0.00$0.00$0.00$1.93$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.91
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.12
2015$0.00$0.00$0.00$1.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.92
2014$0.00$0.00$0.00$2.52$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.09
2013$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.44
2012$0.80

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-7.64%
-4.21%
FSHOX (Fidelity Select Construction & Housing Portfolio)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Select Construction & Housing 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 Construction & Housing Portfolio was 60.78%, occurring on Mar 6, 2009. Recovery took 735 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-60.78%Jun 5, 2007441Mar 6, 2009735Feb 3, 20121176
-47.52%Apr 7, 1987906Oct 16, 1990566Jan 4, 19931472
-43.67%Feb 21, 202022Mar 23, 202094Aug 5, 2020116
-33.86%May 6, 2002109Oct 9, 2002247Oct 3, 2003356
-33.23%Jan 3, 2022115Jun 16, 2022

Volatility Chart

The current Fidelity Select Construction & Housing Portfolio volatility is 6.60%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
6.60%
2.79%
FSHOX (Fidelity Select Construction & Housing Portfolio)
Benchmark (^GSPC)

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