Fidelity® Select Health Care Portfolio (FSPHX)
The fund invests at least 80% of assets in securities of companies principally engaged in the design, manufacture, or sale of products or services used for or in connection with health care or medicine. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It 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.
Fund Info
US3163903012
316390301
Jul 14, 1981
North America (U.S.)
$0
No Index (Active)
Large-Cap
Growth
Expense Ratio
FSPHX features an expense ratio of 0.69%, 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 Health Care 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 Health Care Portfolio had a return of 1.32% year-to-date (YTD) and 3.92% in the last 12 months. Over the past 10 years, Fidelity® Select Health Care Portfolio had an annualized return of 3.27%, while the S&P 500 had an annualized return of 11.01%, indicating that Fidelity® Select Health Care Portfolio did not perform as well as the benchmark.
FSPHX
1.32%
-2.96%
2.14%
3.92%
0.56%
3.27%
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of FSPHX, 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 | 0.63% | 4.84% | 1.25% | -7.85% | -0.00% | 2.47% | 2.59% | 6.32% | 0.38% | -3.68% | 3.20% | 1.32% | |
| 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% | -11.47% | -2.11% | -0.67% | 8.23% | -2.99% | -2.48% | 5.04% | 3.77% | -2.51% | -14.52% |
| 2021 | 1.92% | -0.65% | 0.40% | 1.90% | -1.55% | 3.15% | 0.81% | 2.71% | -4.66% | 5.35% | -6.98% | 0.15% | 1.93% |
| 2020 | -1.22% | -6.09% | -4.11% | 10.78% | 5.51% | 1.55% | 2.42% | 2.11% | 0.29% | -1.74% | 7.38% | -4.45% | 11.63% |
| 2019 | 10.16% | 0.78% | -0.08% | -4.33% | -1.92% | 8.98% | -0.04% | -2.72% | -2.43% | 6.70% | 9.00% | 3.74% | 29.85% |
| 2018 | 8.62% | -3.10% | -0.02% | -1.34% | 4.63% | 0.87% | 3.54% | 6.45% | 1.00% | -9.57% | 4.90% | -14.74% | -1.32% |
| 2017 | 5.45% | 7.20% | -0.61% | 2.97% | -1.50% | 6.57% | 0.69% | 1.59% | 1.30% | -1.71% | 2.03% | -3.91% | 21.28% |
| 2016 | -11.13% | -2.42% | 1.16% | 3.64% | 2.65% | -0.86% | 7.06% | -2.42% | 0.35% | -8.95% | 0.74% | -0.08% | -11.11% |
| 2015 | 2.07% | 6.41% | 2.91% | -2.15% | 5.56% | -1.82% | 3.77% | -8.47% | -9.61% | 5.25% | 2.79% | -5.39% | -0.41% |
| 2014 | 7.05% | 7.47% | -4.45% | -3.47% | 4.20% | 5.20% | -0.07% | 5.90% | 0.10% | 4.47% | 3.23% | -7.79% | 22.51% |
| 2013 | 6.50% | 1.00% | 6.51% | 3.69% | 3.54% | -1.62% | 10.52% | -1.82% | 5.24% | 3.76% | 6.64% | 3.04% | 57.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSPHX is 15, meaning it’s performing worse than 85% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity® Select Health Care Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.04 | $0.18 | $0.03 | $0.03 | $0.04 | $0.02 | $0.96 | $1.04 | $1.96 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.13% | 0.58% | 0.11% | 0.15% | 0.17% | 0.13% | 4.61% | 4.79% | 10.40% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.18 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.03 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 |
| 2014 | $0.00 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 |
| 2013 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 | $1.96 |
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 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 91.65%, occurring on Dec 4, 1987. Recovery took 3263 trading sessions.
The current Fidelity® Select Health Care Portfolio drawdown is 17.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.65% | Apr 22, 1986 | 424 | Dec 4, 1987 | 3263 | Jun 13, 2000 | 3687 |
| -43.87% | Jan 11, 2008 | 218 | Nov 20, 2008 | 517 | Dec 10, 2010 | 735 |
| -42.14% | Dec 29, 2000 | 389 | Jul 23, 2002 | 787 | Sep 6, 2005 | 1176 |
| -34.58% | Nov 5, 2021 | 154 | Jun 16, 2022 | — | — | — |
| -30.58% | Jul 21, 2015 | 143 | Feb 11, 2016 | 493 | Jan 26, 2018 | 636 |
Volatility
Volatility Chart
The current Fidelity® Select Health Care Portfolio volatility is 4.46%, 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.