Fidelity Select Construction & Housing Portfolio (FSHOX)

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Fidelity Select Construction & Housing Portfolio (FSHOX) is up 7.8% since the beginning of the year. FSHOX is currently trading at $125 per share. Investors who bought $1,000 worth of FSHOX shares 5 years ago would now be looking at an investment worth $1,709.

Fidelity Select Construction & Housing Portfolio (FSHOX) has returned 7.83% so far this year and 17.17% over the past 12 months. Looking at the last ten years, FSHOX has achieved an annualized return of 15.06%, outperforming the S&P 500 Index benchmark, which averaged 13.67% per year.

Based on dividend-adjusted daily data since Sep 29, 1986, FSHOX's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, an investment would double in approximately 4.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +21.6%, while the worst month was Oct 1987 at -31.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FSHOX closed higher 53% of trading days. The best single day was Nov 24, 2008 with a return of +15.2%, while the worst single day was Oct 20, 1987 at -21.2%.

Fidelity Select Construction & Housing Portfolio has an annualized alpha of 4.51%, beta of 0.96, and R2 of 0.62 versus S&P 500 Index. Calculated based on daily prices since September 29, 1986.

• This fund captured 118.84% of S&P 500 Index gains and 102.88% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 4.51% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.96 and R2 of 0.62, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

FSHOX has an expense ratio of 0.76%, placing it in the medium range.

FSHOX ranks 12 for risk / return — in the bottom 12% 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.

Fidelity Select Construction & Housing Portfolio provided a 5.97% dividend yield over the last twelve months, with an annual payout of $7.48 per share.

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.

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 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 61.68%, occurring on Mar 6, 2009. Recovery took 759 trading sessions.

The current Fidelity Select Construction & Housing Portfolio drawdown is 7.02%.

The chart below shows the rolling one-month volatility.