Fidelity Select Banking Portfolio (FSRBX)
The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in banking. 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
US3163906403
316390640
Jun 30, 1986
$0
Expense Ratio
FSRBX has an expense ratio of 0.73%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Select Banking Portfolio (FSRBX) returned -2.25% year-to-date (YTD) and 15.98% over the past 12 months. Over the past 10 years, FSRBX returned 3.34% annually, underperforming the S&P 500 benchmark at 10.77%.
FSRBX
-2.25%
20.67%
-10.37%
15.98%
19.20%
3.34%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of FSRBX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.51% | -2.44% | -8.43% | -6.13% | 9.44% | -2.25% | |||||||
| 2024 | -1.12% | 0.16% | 7.21% | -3.53% | 3.45% | 0.45% | 12.63% | 0.67% | -1.46% | 4.82% | 13.87% | -10.23% | 27.44% |
| 2023 | 8.52% | -1.39% | -20.12% | -4.46% | -5.82% | 6.34% | 14.73% | -7.90% | -3.70% | -3.69% | 14.88% | 14.44% | 5.37% |
| 2022 | 4.27% | 1.10% | -7.20% | -11.46% | 5.18% | -10.29% | 8.70% | -1.37% | -6.58% | 11.00% | 2.30% | -8.93% | -15.35% |
| 2021 | 2.07% | 15.80% | 7.11% | 5.23% | 2.90% | -6.03% | -3.04% | 5.43% | 1.81% | 5.43% | -5.02% | 1.38% | 36.09% |
| 2020 | -6.60% | -11.71% | -31.49% | 4.60% | -0.48% | 2.18% | -1.95% | 3.74% | -5.18% | 8.47% | 17.31% | 9.44% | -19.30% |
| 2019 | 12.97% | 5.34% | -6.02% | 6.56% | -9.24% | 7.72% | 2.79% | -7.27% | 6.67% | 2.97% | 5.18% | 1.34% | 30.02% |
| 2018 | 6.73% | -2.46% | -3.37% | -7.52% | 1.47% | -1.93% | 2.55% | 3.02% | -4.53% | -6.84% | 2.71% | -28.45% | -36.07% |
| 2017 | 0.68% | 3.73% | -4.10% | -1.62% | -3.12% | 6.54% | 0.09% | -3.27% | 7.57% | 1.97% | 3.19% | -0.51% | 10.88% |
| 2016 | -11.14% | -4.53% | 7.33% | 6.70% | 2.29% | -7.16% | 3.52% | 6.75% | -2.22% | 3.29% | 16.44% | 5.78% | 26.83% |
| 2015 | -8.93% | 7.23% | 0.31% | 1.35% | 2.70% | 3.83% | 0.76% | -6.60% | -2.88% | 4.78% | 4.34% | -6.66% | -1.26% |
| 2014 | -3.25% | 3.08% | 4.29% | -4.06% | 0.67% | 3.39% | -2.97% | 1.97% | -0.81% | 3.26% | 0.45% | 1.67% | 7.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSRBX is 56, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Select Banking Portfolio (FSRBX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Select Banking Portfolio provided a 2.31% dividend yield over the last twelve months, with an annual payout of $0.70 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.70 | $0.74 | $0.74 | $0.67 | $0.54 | $0.55 | $0.53 | $0.54 | $0.33 | $0.25 | $0.94 | $1.16 |
Dividend yield | 2.31% | 2.37% | 2.96% | 2.74% | 1.81% | 2.47% | 1.87% | 2.44% | 0.94% | 0.76% | 3.69% | 4.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Select Banking 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.10 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.74 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.74 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.67 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.54 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.55 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.53 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.54 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.94 |
| 2014 | $0.89 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $1.16 |
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 Banking 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 Banking Portfolio was 76.10%, occurring on Mar 6, 2009. Recovery took 941 trading sessions.
The current Fidelity Select Banking Portfolio drawdown is 13.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.1% | Feb 21, 2007 | 513 | Mar 6, 2009 | 941 | Nov 30, 2012 | 1454 |
| -62.4% | Mar 12, 2018 | 512 | Mar 23, 2020 | 1165 | Nov 6, 2024 | 1677 |
| -42.42% | Oct 9, 1989 | 254 | Sep 27, 1990 | 223 | Aug 6, 1991 | 477 |
| -32.19% | May 4, 1999 | 220 | Mar 8, 2000 | 200 | Dec 21, 2000 | 420 |
| -29.65% | Jul 15, 1998 | 62 | Oct 8, 1998 | 143 | Apr 27, 1999 | 205 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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