- ISIN
- US3163903012
- CUSIP
- 316390301
- Issuer
- Fidelity
- Inception Date
- Jul 14, 1981
- Region
- North America (U.S.)
- Category
- Health & Biotech Equities
- Min. Investment
- $0
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
FSPHX Performance Chart
Fidelity® Select Health Care Portfolio (FSPHX) is down 0.4% since the beginning of the year. FSPHX is currently trading at $25 per share. Investors who bought $1,000 worth of FSPHX shares 5 years ago would now be looking at an investment worth $1,079.
Loading charts...
Returns By Period
Fidelity® Select Health Care Portfolio (FSPHX) has returned -0.38% so far this year and 12.97% over the past 12 months. Over the last ten years, FSPHX has returned 9.36% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity® Select Health Care Portfolio
- 1D
- 0.24%
- 1M
- 3.24%
- YTD
- -0.38%
- 6M
- -8.58%
- 1Y
- 12.97%
- 3Y*
- 4.91%
- 5Y*
- 1.54%
- 10Y*
- 9.36%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FSPHX Monthly Returns History
Based on dividend-adjusted daily data since Jul 14, 1981, FSPHX's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, an investment would double in approximately 4.7 years.
Historically, 63% of months were positive and 37% were negative. The best month was Dec 1991 with a return of +17.6%, while the worst month was Oct 1987 at -26.3%. The longest winning streak lasted 19 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FSPHX closed higher 50% of trading days. The best single day was Aug 31, 1984 with a return of +14.0%, while the worst single day was Oct 19, 1987 at -18.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.07% | -0.25% | -5.99% | 1.18% | 3.17% | 1.70% | -0.38% | ||||||
| 2025 | 5.87% | -3.19% | -3.44% | 1.24% | -3.95% | 2.68% | -0.86% | 4.44% | 3.12% | 5.72% | 8.31% | -9.49% | 9.36% |
| 2024 | 0.63% | 4.84% | 1.25% | -4.87% | 0.00% | 2.47% | 2.59% | 6.32% | 0.38% | -3.68% | 3.20% | -7.42% | 4.91% |
| 2023 | 2.61% | -4.09% | 2.21% | 3.24% | -3.10% | 2.59% | 0.39% | -2.83% | -4.46% | -5.19% | 4.92% | 8.82% | 4.13% |
| 2022 | -13.37% | 1.11% | 4.17% | -9.71% | -2.11% | -0.67% | 8.23% | -2.99% | -2.48% | 5.04% | 3.77% | -2.51% | -12.82% |
| 2021 | 1.92% | -0.65% | 0.40% | 5.28% | -1.55% | 3.15% | 0.81% | 2.71% | -4.66% | 5.35% | -6.98% | 6.12% | 11.58% |
Benchmark Metrics
Fidelity® Select Health Care Portfolio has an annualized alpha of 6.91%, beta of 0.78, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since July 14, 1981.
- This fund captured 100.75% of S&P 500 Index gains but only 78.66% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 6.91% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 6.91%
- Beta
- 0.78
- R²
- 0.55
- Upside Capture
- 100.75%
- Downside Capture
- 78.66%
Expense Ratio
FSPHX has an expense ratio of 0.69%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSPHX ranks 8 for risk / return — in the bottom 8% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSPHX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 2.78 | -2.08 |
| Martin ratioReturn relative to average drawdown | 1.50 | 12.44 | -10.94 |
Dividends
Dividend History
Fidelity® Select Health Care Portfolio provided a 12.23% dividend yield over the last twelve months, with an annual payout of $3.08 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.08 | $1.18 | $2.94 | $0.00 | $0.59 | $2.93 | $3.58 | $0.39 | $1.99 | $0.51 | $0.03 | $2.42 |
Dividend yield | 12.23% | 4.16% | 10.77% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.02% | 2.27% | 0.18% | 11.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity® Select Health Care 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $3.08 | $0.00 | $0.00 | $3.08 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $1.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.18 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.01 | $2.94 |
| 2023 | $0.00 | $0.00 | $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 | $0.59 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 |
| 2021 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.85 | $2.93 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity® Select Health Care 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 Health Care Portfolio was 44.45%, occurring on Nov 20, 2008. Recovery took 519 trading sessions.
The current Fidelity® Select Health Care Portfolio drawdown is 9.91%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -44.45%Nov 2008 | 11mo 15d | 2y 24d | 3y 4dDec 2007 - Dec 2010 |
Dot-com crash2000–2002 | -42.21%Jul 2002 | 1y 6mo | 3y 1mo | 4y 8moDec 2000 - Sep 2005 |
Black Monday1987 | -38.46%Dec 1987 | 2mo 20d | 1y 9mo | 1y 11moSep 1987 - Sep 1989 |
1993 bear market1993 | -37.21%Feb 1993 | 1y 1mo | 1y 11mo | 3y 10dJan 1992 - Jan 1995 |
1984 bear market1984 | -29.46%May 1984 | 11mo 6d | 10mo 23d | 1y 9moJun 1983 - Apr 1985 |
Drawdown Indicators
| FSPHX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -56.78% | +12.33% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -9.10% | -9.22% |
Max Drawdown (3Y)Largest decline over 3 years | -18.32% | -18.90% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -25.43% | -3.88% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -33.92% | +4.61% |
Current DrawdownCurrent decline from peak | -9.91% | -1.80% | -8.11% |
Average DrawdownAverage peak-to-trough decline | -9.83% | -10.71% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.56% | 2.03% | +6.53% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with FSPHX
Add Fidelity® Select Health Care Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with FSPHX