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ISIN
US3163902022
CUSIP
316390202
Issuer
Fidelity
Inception Date
Jul 14, 1981
Region
North America (U.S.)
Min. Investment
$0
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

FSPTX Performance Chart

Fidelity Select Technology Portfolio (FSPTX) is up 38.5% since the beginning of the year. FSPTX is currently trading at $55 per share. Investors who bought $1,000 worth of FSPTX shares 5 years ago would now be looking at an investment worth $2,852.


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S&P 500 Index

Returns By Period

Fidelity Select Technology Portfolio (FSPTX) has returned 38.52% so far this year and 68.77% over the past 12 months. Looking at the last ten years, FSPTX has achieved an annualized return of 27.35%, outperforming the S&P 500 Index benchmark, which averaged 13.42% per year.


Fidelity Select Technology Portfolio

1D
2.04%
1M
10.19%
YTD
38.52%
6M
35.97%
1Y
68.77%
3Y*
40.34%
5Y*
23.32%
10Y*
27.35%

Benchmark (S&P 500 Index)

1D
-0.26%
1M
-0.17%
YTD
7.91%
6M
7.98%
1Y
22.99%
3Y*
19.77%
5Y*
11.75%
10Y*
13.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSPTX Monthly Returns History

Based on dividend-adjusted daily data since Jul 14, 1981, FSPTX's average daily return is +0.07%, while the average monthly return is +1.50%. At this rate, an investment would double in approximately 3.9 years.

Historically, 59% of months were positive and 41% were negative. The best month was Feb 2000 with a return of +31.5%, while the worst month was Oct 1987 at -35.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FSPTX closed higher 53% of trading days. The best single day was Jan 3, 2001 with a return of +17.7%, while the worst single day was Oct 19, 1987 at -20.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.71%-2.99%-2.72%22.51%18.32%-0.45%38.52%
2025-2.33%-2.36%-10.09%0.78%11.42%11.41%4.89%-0.02%7.88%6.80%-5.88%1.15%23.37%
20243.58%7.52%1.76%-5.04%7.59%7.66%-2.17%1.38%1.11%0.79%7.49%4.68%41.76%
202312.67%1.79%9.58%-2.13%12.26%6.94%4.18%-2.33%-5.78%-4.20%11.74%5.48%59.83%
2022-9.86%-5.03%2.77%-13.61%-3.86%-10.60%13.70%-5.52%-12.30%6.26%5.62%-8.65%-36.91%
20210.52%1.85%-0.11%3.18%-1.72%7.10%1.88%2.92%-4.80%8.53%0.49%0.88%21.99%

Benchmark Metrics

Fidelity Select Technology Portfolio has an annualized alpha of 5.03%, beta of 1.21, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since July 14, 1981.

  • This fund captured 161.38% of S&P 500 Index gains and 129.45% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 5.03% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
5.03%
Beta
1.21
0.64
Upside Capture
161.38%
Downside Capture
129.45%

Expense Ratio

FSPTX has an expense ratio of 0.62%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FSPTX ranks 90 for risk / return — in the top 90% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


FSPTX Risk / Return Rank: 9090
Overall Rank
FSPTX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
FSPTX Sortino Ratio Rank: 8484
Sortino Ratio Rank
FSPTX Omega Ratio Rank: 8484
Omega Ratio Rank
FSPTX Calmar Ratio Rank: 9595
Calmar Ratio Rank
FSPTX Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and compare them to S&P 500 Index.


FSPTXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.19

Sortino ratioReturn per unit of downside risk

+1.01

Omega ratioGain probability vs. loss probability

1.50

1.35

+0.15

Calmar ratioReturn relative to maximum drawdown

5.12

2.54

+2.58

Martin ratioReturn relative to average drawdown

17.31

11.58

+5.73

Dividends

Dividend History

Fidelity Select Technology Portfolio provided a 7.84% dividend yield over the last twelve months, with an annual payout of $4.35 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.35$3.76$3.47$0.00$0.71$3.38$5.07$0.37$3.19$1.49$0.20$0.49

Dividend yield

7.84%9.06%9.42%0.01%3.95%11.62%18.86%1.86%23.77%8.32%1.54%4.19%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Select Technology Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$1.41$0.00$0.00$1.41
2025$0.00$0.00$0.00$0.81$0.00$0.00$0.00$0.00$0.00$0.00$2.92$0.02$3.76
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.47$3.47
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$0.71$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.71
2021$0.00$0.00$0.00$1.59$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.80$3.38

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 Technology 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 Technology Portfolio was 84.37%, occurring on Oct 9, 2002. Recovery took 3596 trading sessions.

The current Fidelity Select Technology Portfolio drawdown is 5.90%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-84.37%Oct 2002
2y 7mo14y 3mo
16y 10moMar 2000 - Jan 2017
Black Monday1987
-48.97%Dec 1987
1mo 29d3y 3mo
3y 5moOct 1987 - Mar 1991
Bear market2022
-42.16%Oct 2022
11mo 1d1y 3mo
2y 2moNov 2021 - Jan 2024
1985 bear market1985
-37.35%Oct 1985
2y 3mo1y 10mo
4y 1moJun 1983 - Aug 1987
COVID crash2020
-30.70%Mar 2020
1mo 2d2mo 12d
3mo 14dFeb 2020 - Jun 2020

Drawdown Indicators


FSPTXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-84.37%

-56.78%

-27.59%

Max Drawdown (1Y)

Largest decline over 1 year

-13.71%

-9.10%

-4.61%

Max Drawdown (3Y)

Largest decline over 3 years

-29.22%

-18.90%

-10.32%

Max Drawdown (5Y)

Largest decline over 5 years

-42.16%

-25.43%

-16.73%

Max Drawdown (10Y)

Largest decline over 10 years

-42.16%

-33.92%

-8.24%

Current Drawdown

Current decline from peak

-5.90%

-2.93%

-2.97%

Average Drawdown

Average peak-to-trough decline

-27.02%

-10.72%

-16.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.05%

1.99%

+2.06%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FSPTX

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