Fidelity Select Technology Portfolio (FSPTX)
The fund primarily invests in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in offering, using, or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements. 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
US3163902022
316390202
Jul 13, 1981
$0
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Select Technology 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 Technology Portfolio had a return of 30.76% year-to-date (YTD) and 38.90% in the last 12 months. Over the past 10 years, Fidelity Select Technology Portfolio had an annualized return of 13.24%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
FSPTX
30.76%
1.17%
13.66%
38.90%
14.31%
13.24%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of FSPTX, 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 | 3.58% | 7.52% | 1.76% | -5.04% | 7.59% | 7.66% | -2.17% | 1.38% | 1.11% | 0.79% | 30.76% | ||
| 2023 | 12.67% | 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% | -16.09% | -3.86% | -10.60% | 13.70% | -5.52% | -12.30% | 6.26% | 5.62% | -8.65% | -38.72% |
| 2021 | 0.52% | 1.85% | -0.11% | -2.51% | -1.72% | 7.10% | 1.88% | 2.92% | -4.80% | 8.53% | 0.49% | -5.18% | 8.34% |
| 2020 | 4.42% | -5.39% | -10.38% | 10.60% | 8.84% | 9.02% | 7.41% | 12.38% | -3.23% | -3.78% | 12.83% | -8.23% | 35.21% |
| 2019 | 7.30% | 7.29% | 4.79% | 6.42% | -8.30% | 8.61% | 2.91% | -1.13% | 0.63% | 4.44% | 5.94% | 2.62% | 48.65% |
| 2018 | 9.10% | -0.73% | -2.51% | -9.99% | 6.22% | -0.84% | 1.50% | 4.52% | 0.16% | -12.47% | -2.94% | -16.80% | -24.83% |
| 2017 | 7.18% | 5.37% | 3.97% | 1.03% | 6.38% | -1.97% | 5.18% | 3.80% | 1.01% | 6.99% | 0.45% | -6.32% | 37.36% |
| 2016 | -8.16% | -0.63% | 8.75% | -2.34% | 4.61% | -2.30% | 8.40% | 3.20% | 3.22% | -1.28% | -1.70% | -0.69% | 10.26% |
| 2015 | -1.37% | 7.04% | -0.28% | 1.32% | 3.06% | -2.74% | -0.26% | -7.05% | -2.06% | 10.95% | 1.50% | -1.57% | 7.59% |
| 2014 | 0.28% | 5.92% | -3.99% | -2.62% | 3.97% | 5.06% | -1.27% | 3.93% | -1.94% | 1.46% | 2.05% | -0.33% | 12.64% |
| 2013 | 1.95% | 0.79% | 2.03% | -1.26% | 5.21% | -1.01% | 5.86% | 0.24% | 5.61% | 0.59% | 2.76% | 6.23% | 32.66% |
Expense Ratio
FSPTX features an expense ratio of 0.67%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSPTX is 47, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select Technology 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 | $0.00 | $0.03 | $0.05 | $0.02 | $0.00 | $0.01 | $0.51 | $2.04 | $0.99 |
Dividend yield | 0.00% | 0.01% | 0.00% | 0.00% | 0.09% | 0.25% | 0.14% | 0.00% | 0.05% | 4.28% | 17.85% | 8.07% |
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.
| 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 | |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $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 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.51 |
| 2014 | $0.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $2.04 |
| 2013 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $0.99 |
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 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 84.32%, occurring on Oct 9, 2002. Recovery took 3525 trading sessions.
The current Fidelity Select Technology Portfolio drawdown is 3.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.32% | Mar 13, 2000 | 647 | Oct 9, 2002 | 3525 | Oct 10, 2016 | 4172 |
| -48.97% | Oct 6, 1987 | 43 | Dec 4, 1987 | 823 | Mar 5, 1991 | 866 |
| -47.2% | Nov 17, 2021 | 229 | Oct 14, 2022 | 345 | Mar 1, 2024 | 574 |
| -38.48% | Mar 13, 2018 | 199 | Dec 24, 2018 | 257 | Jan 2, 2020 | 456 |
| -36.31% | Jun 27, 1983 | 273 | Jul 24, 1984 | 661 | Mar 5, 1987 | 934 |
Volatility
Volatility Chart
The current Fidelity Select Technology Portfolio volatility is 6.50%, 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.