- 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
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Performance
FSPHX Performance Chart
Fidelity® Select Health Care Portfolio (FSPHX) is up 10.3% since the beginning of the year. FSPHX is currently trading at $28 per share. Investors who bought $1,000 worth of FSPHX shares 5 years ago would now be looking at an investment worth $1,169.
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Returns By Period
Fidelity® Select Health Care Portfolio (FSPHX) has returned 10.28% so far this year and 23.63% over the past 12 months. Over the last ten years, FSPHX has returned 9.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Fidelity® Select Health Care Portfolio
- 1D
- -0.04%
- 1M
- -1.24%
- 6M
- 10.20%
- YTD
- 10.28%
- 1Y
- 23.63%
- 3Y*
- 8.33%
- 5Y*
- 3.18%
- 10Y*
- 9.55%
- ALL TIME*
- 14.36%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
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 +1.25%. At this rate, an investment would double in approximately 4.6 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% | 11.36% | 1.09% | 10.28% | |||||
| 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 7.17%, 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 77.31% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 7.17% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 7.17%
- Beta
- 0.78
- R²
- 0.55
- Upside Capture
- 100.75%
- Downside Capture
- 77.31%
Expense Ratio
FSPHX has an expense ratio of 0.62%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSPHX ranks 29 for risk / return — above 29% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return 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 | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 2.00 | -0.78 |
| Martin ratioReturn relative to average drawdown | 2.59 | 8.49 | -5.90 |
Dividends
Dividend History
Fidelity® Select Health Care Portfolio provided a 11.05% 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 | 11.05% | 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 | $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.
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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 44.45%, occurring on Nov 20, 2008. Recovery took 519 trading sessions.
The current Fidelity® Select Health Care Portfolio drawdown is 2.49%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-44.45%Nov 2008 | 11mo 15d | 2y 24d | 3y 4dDec 2007 - Dec 2010 | Financial crisis2007–2009 |
-42.21%Jul 2002 | 1y 6mo | 3y 1mo | 4y 8moDec 2000 - Sep 2005 | Dot-com crash2000–2002 |
-38.46%Dec 1987 | 2mo 20d | 1y 9mo | 1y 11moSep 1987 - Sep 1989 | Black Monday1987 |
-37.21%Feb 1993 | 1y 1mo | 1y 11mo | 3y 10dJan 1992 - Jan 1995 | — |
-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 | -2.49% | -1.58% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -10.70% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.61% | 2.14% | +6.47% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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