Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX)
The fund normally invests at least 80% of its assets in securities of companies principally engaged in the exchange of financial instruments, stock brokerage, commodity brokerage, investment banking, tax-advantaged investment or investment sales, investment management, or related investment advisory and financial decision support services. It invests primarily in common stocks. The fund invests in domestic and foreign issuers.
Fund Info
| ISIN | US3163908557 |
|---|---|
| CUSIP | 316390855 |
| Issuer | Fidelity |
| Inception Date | Jul 29, 1985 |
| Category | Financials Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Expense Ratio
FSLBX features an expense ratio of 0.75%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FSLBX vs. FDLSX, FSLBX vs. FDEGX, FSLBX vs. FBCGX, FSLBX vs. VITAX, FSLBX vs. FAGIX, FSLBX vs. VFH, FSLBX vs. SPY, FSLBX vs. FSHOX, FSLBX vs. FXAIX, FSLBX vs. FLCNX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Select Brokerage & Invmt Mgmt 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 Brokerage & Invmt Mgmt Portfolio had a return of 19.69% year-to-date (YTD) and 36.35% in the last 12 months. Over the past 10 years, Fidelity Select Brokerage & Invmt Mgmt Portfolio had an annualized return of 12.05%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.69% | 18.13% |
| 1 month | 4.42% | 1.45% |
| 6 months | 12.76% | 8.81% |
| 1 year | 36.35% | 26.52% |
| 5 years (annualized) | 18.69% | 13.43% |
| 10 years (annualized) | 12.05% | 10.88% |
Monthly Returns
The table below presents the monthly returns of FSLBX, 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 | -1.49% | 6.97% | 3.74% | -5.54% | 4.67% | 0.27% | 7.30% | 1.11% | 19.69% | ||||
| 2023 | 10.41% | -2.43% | -6.07% | -0.42% | -2.87% | 7.17% | 6.45% | -1.29% | -3.09% | -5.04% | 14.81% | 9.72% | 27.77% |
| 2022 | -4.24% | -4.38% | 0.83% | -13.02% | 2.90% | -10.42% | 11.78% | -2.03% | -9.51% | 11.53% | 7.49% | -6.23% | -17.54% |
| 2021 | -2.13% | 8.10% | 4.88% | 7.51% | 2.98% | 1.93% | 2.24% | 5.22% | -4.12% | 11.86% | -4.71% | 2.15% | 40.61% |
| 2020 | 2.55% | -9.47% | -14.76% | 14.06% | 7.06% | 1.19% | 3.28% | 3.96% | -4.28% | -0.52% | 15.17% | 6.52% | 22.66% |
| 2019 | 8.39% | 3.15% | -3.25% | 8.31% | -5.67% | 4.81% | 2.72% | -2.35% | 1.64% | 2.22% | 7.95% | 1.00% | 31.60% |
| 2018 | 5.05% | -1.65% | -1.44% | -0.99% | 1.11% | -3.45% | 0.59% | 0.43% | -4.31% | -5.15% | 2.63% | -8.39% | -15.17% |
| 2017 | 1.81% | 3.42% | -1.19% | 0.38% | 0.72% | 6.30% | 2.90% | -1.79% | 5.35% | 1.13% | 5.46% | 2.43% | 30.02% |
| 2016 | -13.12% | -1.87% | 8.62% | 0.81% | 2.16% | -9.90% | 6.72% | 4.98% | -1.18% | -2.57% | 13.63% | 1.30% | 6.69% |
| 2015 | -7.98% | 7.57% | -0.29% | 1.47% | 1.23% | 0.13% | -0.41% | -9.09% | -6.18% | 7.07% | 4.07% | -6.03% | -9.72% |
| 2014 | -5.02% | 2.08% | 0.74% | -2.82% | 0.16% | 3.97% | -1.04% | 4.41% | -1.67% | 1.24% | 1.70% | 2.03% | 5.50% |
| 2013 | 10.11% | 1.39% | 0.29% | 4.81% | 6.58% | -3.56% | 6.45% | -4.13% | 4.21% | 5.69% | 5.31% | 4.28% | 48.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSLBX is 73, 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 Brokerage & Invmt Mgmt Portfolio (FSLBX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select Brokerage & Invmt Mgmt Portfolio granted a 1.05% dividend yield in the last twelve months. The annual payout for that period amounted to $1.69 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.69 | $1.65 | $2.23 | $1.83 | $2.94 | $3.43 | $5.93 | $5.69 | $0.85 | $4.17 | $2.66 | $0.40 |
Dividend yield | 1.05% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 9.24% | 6.96% | 1.25% | 6.51% | 3.52% | 0.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Select Brokerage & Invmt Mgmt 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 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.65 | $1.65 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.67 | $2.23 |
| 2021 | $0.00 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $1.83 |
| 2020 | $0.00 | $0.00 | $0.00 | $1.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.65 | $2.94 |
| 2019 | $0.00 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.22 | $3.43 |
| 2018 | $0.00 | $0.00 | $0.00 | $3.93 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.99 | $5.93 |
| 2017 | $0.00 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.44 | $5.69 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.43 | $4.17 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.36 | $2.66 |
| 2013 | $0.40 | $0.40 |
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 Brokerage & Invmt Mgmt 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 Brokerage & Invmt Mgmt Portfolio was 67.50%, occurring on Nov 20, 2008. Recovery took 1169 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.5% | Jun 4, 2007 | 371 | Nov 20, 2008 | 1169 | Jul 18, 2013 | 1540 |
| -58.92% | Mar 23, 1987 | 194 | Dec 17, 1987 | 1362 | Mar 8, 1993 | 1556 |
| -46.68% | Jul 20, 1998 | 58 | Oct 7, 1998 | 132 | Apr 9, 1999 | 190 |
| -46.5% | Sep 12, 2000 | 519 | Oct 9, 2002 | 321 | Jan 20, 2004 | 840 |
| -40.56% | Feb 20, 2020 | 23 | Mar 23, 2020 | 159 | Nov 5, 2020 | 182 |
Volatility
Volatility Chart
The current Fidelity Select Brokerage & Invmt Mgmt Portfolio volatility is 4.42%, 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.