Fidelity Select Insurance Portfolio (FSPCX)
This fund invests at least 80% of its assets in securities of companies mainly involved in underwriting, selling, distributing, or placing property and casualty, life, or health insurance. It invests in both domestic and foreign issuers and primarily in common stocks. The selection process uses fundamental analysis of each issuer's financial condition, industry position, and market and economic conditions.
Fund Info
| ISIN | US3163905413 |
|---|---|
| CUSIP | 316390541 |
| Issuer | Fidelity |
| Inception Date | Dec 16, 1985 |
| Category | Financials Equities |
| Min. Investment | $0 |
| Home Page | fundresearch.fidelity.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
FSPCX features an expense ratio of 0.78%, 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: FSPCX vs. FDLSX, FSPCX vs. ITOT, FSPCX vs. FGRTX, FSPCX vs. FSHCX, FSPCX vs. VOO, FSPCX vs. FSHOX, FSPCX vs. FSELX, FSPCX vs. PRCOX, FSPCX vs. FNCL, FSPCX vs. XLK
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Select Insurance 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 Insurance Portfolio had a return of 29.72% year-to-date (YTD) and 37.20% in the last 12 months. Over the past 10 years, Fidelity Select Insurance Portfolio had an annualized return of 13.36%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 29.72% | 18.13% |
| 1 month | 5.41% | 1.45% |
| 6 months | 13.49% | 8.81% |
| 1 year | 37.20% | 26.52% |
| 5 years (annualized) | 16.00% | 13.43% |
| 10 years (annualized) | 13.36% | 10.88% |
Monthly Returns
The table below presents the monthly returns of FSPCX, 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 | 6.25% | 4.55% | 4.64% | -5.52% | 6.32% | -1.80% | 7.36% | 4.40% | 29.72% | ||||
| 2023 | 4.04% | -2.13% | -5.29% | 4.12% | -4.57% | 6.55% | 1.64% | 0.14% | 0.12% | 2.43% | 5.70% | 0.30% | 12.98% |
| 2022 | 0.03% | 0.87% | 5.81% | -7.13% | 2.24% | -6.45% | 2.15% | -0.06% | -5.45% | 13.87% | 5.83% | -2.32% | 7.75% |
| 2021 | -3.63% | 8.57% | 4.94% | 7.68% | 2.22% | -4.46% | 0.53% | 6.57% | -2.54% | 7.70% | -6.37% | 6.33% | 29.26% |
| 2020 | -0.14% | -9.48% | -21.66% | 5.99% | 7.02% | 2.19% | 4.38% | 0.96% | -2.94% | 0.45% | 13.10% | 4.85% | 0.00% |
| 2019 | 7.09% | 3.56% | -0.02% | 6.41% | -1.27% | 5.50% | 1.39% | -2.28% | 3.58% | -1.85% | 3.82% | 1.19% | 30.06% |
| 2018 | 3.86% | -4.94% | -1.29% | -0.21% | -2.69% | -1.99% | 5.97% | -0.06% | 0.76% | -7.36% | 3.96% | -7.23% | -11.57% |
| 2017 | 0.18% | 3.73% | -0.98% | 0.39% | 1.85% | 2.21% | 3.17% | -2.98% | 2.89% | 3.27% | 1.97% | -0.96% | 15.50% |
| 2016 | -5.75% | -0.99% | 7.13% | 1.39% | 3.64% | -2.15% | 0.97% | 3.76% | -0.08% | 0.18% | 6.80% | 2.65% | 18.17% |
| 2015 | -6.99% | 6.53% | 0.31% | -0.42% | 1.86% | 0.76% | 5.38% | -6.14% | -1.98% | 6.54% | 1.66% | -2.86% | 3.61% |
| 2014 | -7.07% | 3.69% | 1.85% | 1.82% | 1.14% | 2.60% | -3.69% | 5.55% | -2.10% | 3.36% | 2.38% | 1.59% | 10.92% |
| 2013 | 7.39% | 2.55% | 4.15% | 3.03% | 3.27% | 0.75% | 3.96% | -3.77% | 5.81% | 4.42% | 4.23% | 2.83% | 45.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FSPCX is 91, placing it in the top 9% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Select Insurance Portfolio (FSPCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select Insurance Portfolio granted a 6.73% dividend yield in the last twelve months. The annual payout for that period amounted to $6.48 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.48 | $6.50 | $0.55 | $5.82 | $5.14 | $4.47 | $17.80 | $9.95 | $2.18 | $2.22 | $7.48 | $5.84 |
Dividend yield | 6.73% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 33.30% | 12.52% | 2.81% | 3.27% | 11.09% | 8.51% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Select Insurance 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 | $2.72 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.72 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $2.75 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.75 | $6.50 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.55 |
| 2021 | $0.00 | $0.00 | $0.00 | $3.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.75 | $5.82 |
| 2020 | $0.00 | $0.00 | $0.00 | $2.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.47 | $5.14 |
| 2019 | $0.00 | $0.00 | $0.00 | $2.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.11 | $4.47 |
| 2018 | $0.00 | $0.00 | $0.00 | $9.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.44 | $17.80 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.50 | $9.95 |
| 2016 | $0.00 | $0.00 | $0.00 | $1.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $2.18 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.51 | $2.22 |
| 2014 | $0.00 | $0.00 | $0.00 | $3.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.58 | $7.48 |
| 2013 | $1.52 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.31 | $5.84 |
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 Insurance 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 Insurance Portfolio was 69.12%, occurring on Mar 5, 2009. Recovery took 1072 trading sessions.
The current Fidelity Select Insurance Portfolio drawdown is 0.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.12% | Oct 10, 2007 | 352 | Mar 5, 2009 | 1072 | Jun 10, 2013 | 1424 |
| -43.68% | Feb 12, 2020 | 28 | Mar 23, 2020 | 231 | Feb 22, 2021 | 259 |
| -34.41% | May 14, 1999 | 212 | Mar 8, 2000 | 96 | Jul 26, 2000 | 308 |
| -31.45% | Jul 15, 1998 | 62 | Oct 8, 1998 | 134 | Apr 14, 1999 | 196 |
| -25.73% | Apr 18, 2002 | 227 | Mar 12, 2003 | 140 | Oct 1, 2003 | 367 |
Volatility
Volatility Chart
The current Fidelity Select Insurance Portfolio volatility is 3.06%, 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.