Fidelity® Select Health Care Portfolio (FSPHX)

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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.

Fidelity® Select Health Care Portfolio (FSPHX) has returned -9.67% so far this year and -0.19% over the past 12 months. Over the last ten years, FSPHX has returned 8.61% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 14, 1981, FSPHX's average daily return is +0.06%, while the average monthly return is +1.22%. At this rate, your investment would double in approximately 4.8 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%.

Fidelity® Select Health Care Portfolio has an annualized alpha of 7.02%, beta of 0.78, and R² of 0.55 versus S&P 500 Index. Calculated based on daily prices since July 15, 1981.

• This fund captured 101.93% of S&P 500 Index gains but only 79.21% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 7.02% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

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

FSPHX ranks 5 for risk / return — in the bottom 5% 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.

The table below present risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity® Select Health Care Portfolio provided a 4.60% dividend yield over the last twelve months, with an annual payout of $1.18 per share.

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.

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.

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 18.32%.

The chart below shows the rolling one-month volatility.