Fidelity Select Construction & Housing Portfolio (FSHOX)
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.
Fund Info
| ISIN | US3163906163 |
|---|---|
| CUSIP | 316390616 |
| Issuer | Fidelity Investments |
| Inception Date | Sep 28, 1986 |
| Category | Consumer Discretionary Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
FSHOX features an expense ratio of 0.76%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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.
Returns By Period
Fidelity Select Construction & Housing Portfolio had a return of 13.56% year-to-date (YTD) and 24.46% in the last 12 months. Over the past 10 years, Fidelity Select Construction & Housing Portfolio had an annualized return of 15.16%, outperforming the S&P 500 benchmark which had an annualized return of 10.67%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.56% | 15.73% |
| 1 month | 4.90% | 6.43% |
| 6 months | 4.13% | 8.14% |
| 1 year | 24.46% | 22.75% |
| 5 years (annualized) | 18.98% | 13.18% |
| 10 years (annualized) | 15.16% | 10.67% |
Monthly Returns
The table below presents the monthly returns of FSHOX, 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 | -1.79% | 9.71% | 5.87% | -7.24% | 1.57% | -1.98% | 9.41% | 1.43% | 13.56% | ||||
| 2023 | 9.43% | -2.34% | -1.68% | 2.63% | -2.87% | 12.98% | 5.10% | -2.48% | -7.86% | -6.35% | 11.53% | 12.09% | 30.85% |
| 2022 | -10.46% | -7.15% | -3.36% | -4.01% | -0.46% | -10.36% | 12.58% | -3.85% | -6.34% | 6.26% | 8.38% | -3.87% | -22.76% |
| 2021 | 2.51% | 3.98% | 11.81% | 5.91% | 0.58% | -0.34% | 2.77% | 2.88% | -4.01% | 10.23% | 3.51% | 7.53% | 57.51% |
| 2020 | 1.87% | -7.28% | -21.38% | 15.88% | 11.55% | 3.15% | 8.48% | 7.61% | -0.73% | -2.42% | 10.29% | 2.01% | 25.95% |
| 2019 | 9.29% | 4.11% | 3.80% | 5.67% | -6.02% | 7.97% | 1.34% | 3.62% | 3.44% | 2.52% | 0.77% | -0.67% | 41.15% |
| 2018 | 2.30% | -9.76% | 1.17% | -2.17% | 4.15% | 1.51% | 0.75% | 2.40% | -0.47% | -11.61% | 3.19% | -6.85% | -15.73% |
| 2017 | 1.46% | 3.32% | 1.91% | 2.97% | -1.43% | 1.57% | -0.51% | -0.69% | 4.77% | 3.12% | 4.58% | 2.70% | 26.25% |
| 2016 | -8.46% | 0.08% | 10.63% | -1.36% | 4.00% | -1.04% | 5.88% | -3.32% | -3.03% | -4.47% | 5.60% | 1.98% | 5.06% |
| 2015 | -0.21% | 6.79% | 1.89% | -5.37% | 2.03% | -0.66% | 2.30% | -2.23% | -1.71% | 3.65% | 3.93% | -3.03% | 6.96% |
| 2014 | -2.00% | 7.58% | -2.17% | -1.91% | 1.01% | 2.26% | -3.54% | 9.03% | -4.30% | 5.10% | 3.54% | 2.01% | 16.75% |
| 2013 | 7.26% | -0.55% | 3.02% | 0.76% | 4.84% | -3.39% | 2.39% | -5.48% | 5.44% | 1.98% | 0.09% | 5.01% | 22.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSHOX is 31, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select Construction & Housing Portfolio granted a 1.64% dividend yield in the last twelve months. The annual payout for that period amounted to $1.99 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.99 | $0.88 | $0.66 | $5.89 | $3.44 | $4.90 | $7.47 | $8.84 | $2.12 | $1.92 | $6.61 | $4.74 |
Dividend yield | 1.64% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.68% | 13.62% | 3.61% | 3.30% | 11.79% | 8.70% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $0.88 |
| 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 | $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 | $5.89 |
| 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 | $3.44 |
| 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 | $4.90 |
| 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 | $7.47 |
| 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 | $8.84 |
| 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 | $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 | $1.92 |
| 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 | $6.61 |
| 2013 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.44 | $4.74 |
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 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.
The current Fidelity Select Construction & Housing Portfolio drawdown is 3.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.78% | Jun 5, 2007 | 441 | Mar 6, 2009 | 735 | Feb 3, 2012 | 1176 |
| -47.52% | Apr 7, 1987 | 921 | Oct 16, 1990 | 579 | Jan 4, 1993 | 1500 |
| -43.67% | Feb 21, 2020 | 22 | Mar 23, 2020 | 94 | Aug 5, 2020 | 116 |
| -33.86% | May 6, 2002 | 109 | Oct 9, 2002 | 247 | Oct 3, 2003 | 356 |
| -33.23% | Jan 3, 2022 | 115 | Jun 16, 2022 | 376 | Dec 14, 2023 | 491 |
Volatility
Volatility Chart
The current Fidelity Select Construction & Housing Portfolio volatility is 6.36%, 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.