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Fidelity® Select Health Care Portfolio (FSPHX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163903012

CUSIP

316390301

Issuer

Fidelity

Inception Date

Jul 14, 1981

Region

North America (U.S.)

Min. Investment

$0

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FSPHX has an expense ratio of 0.69%, placing it in 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.


Performance

Performance Chart


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Returns By Period

Fidelity® Select Health Care Portfolio (FSPHX) returned -10.28% year-to-date (YTD) and -15.56% over the past 12 months. Over the past 10 years, FSPHX returned 0.35% annually, underperforming the S&P 500 benchmark at 10.79%.


FSPHX

YTD

-10.28%

1M

-5.31%

6M

-20.81%

1Y

-15.56%

5Y*

-3.43%

10Y*

0.35%

^GSPC (Benchmark)

YTD

0.60%

1M

9.64%

6M

-0.54%

1Y

11.47%

5Y*

15.67%

10Y*

10.79%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.87%-3.19%-3.44%-3.41%-6.14%-10.28%
20240.63%4.84%1.25%-7.85%0.00%2.47%2.59%6.32%0.38%-3.68%3.20%-13.67%-5.23%
20232.61%-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%8.24%-2.99%-2.48%5.04%3.77%-2.51%-14.52%
20211.92%-0.65%0.40%1.90%-1.55%3.16%0.81%2.71%-4.66%5.35%-6.98%0.16%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%
201910.16%0.78%-0.08%-4.33%-1.92%8.98%-0.04%-2.72%-2.43%6.70%9.00%3.74%29.85%
20188.63%-3.10%-0.02%-1.34%4.63%0.87%3.54%6.45%1.00%-9.57%4.90%-14.74%-1.32%
20175.45%7.20%-0.61%2.97%-1.50%6.57%0.70%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%
20152.07%6.41%2.91%-2.15%5.56%-1.82%3.77%-8.47%-9.61%5.25%2.79%-5.39%-0.41%
20147.04%7.47%-4.45%-3.47%4.20%5.20%-0.07%5.90%0.10%4.47%3.23%-7.79%22.51%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FSPHX is 1, meaning it’s performing worse than 99% 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.


The Risk-Adjusted Performance Rank of FSPHX is 11
Overall Rank
The Sharpe Ratio Rank of FSPHX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of FSPHX is 11
Sortino Ratio Rank
The Omega Ratio Rank of FSPHX is 22
Omega Ratio Rank
The Calmar Ratio Rank of FSPHX is 22
Calmar Ratio Rank
The Martin Ratio Rank of FSPHX is 11
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity® Select Health Care Portfolio Sharpe ratios as of May 16, 2025 (values are recalculated daily):

  • 1-Year: -0.84
  • 5-Year: -0.18
  • 10-Year: 0.02
  • All Time: 0.23

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity® Select Health Care Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Fidelity® Select Health Care Portfolio provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.01 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.01$0.01$0.00$0.00$0.04$0.18$0.03$0.03$0.04$0.02$0.96$1.04

Dividend yield

0.02%0.02%0.00%0.00%0.13%0.58%0.11%0.15%0.17%0.13%4.61%4.79%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
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$1.04$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.04

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.


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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 30.86%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.65%Apr 22, 1986424Dec 4, 19873263Jun 13, 20003687
-43.87%Jan 11, 2008218Nov 20, 2008517Dec 10, 2010735
-42.14%Dec 29, 2000389Jul 23, 2002787Sep 6, 20051176
-34.58%Nov 5, 2021154Jun 16, 2022
-30.58%Jul 21, 2015143Feb 11, 2016493Jan 26, 2018636

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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