- Issuer
- Fidelity
- Inception Date
- Sep 29, 1986
- Category
- Industrials Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FSRFX Performance Chart
Fidelity Select Transportation Portfolio (FSRFX) is up 17.2% since the beginning of the year. FSRFX is currently trading at $121 per share. Investors who bought $1,000 worth of FSRFX shares 5 years ago would now be looking at an investment worth $1,671.
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Compare this symbol against anything
Returns By Period
Fidelity Select Transportation Portfolio (FSRFX) has returned 17.17% so far this year and 32.33% over the past 12 months. Over the last ten years, FSRFX has returned 12.45% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Fidelity Select Transportation Portfolio
- 1D
- -0.86%
- 1M
- -3.37%
- 6M
- 13.80%
- YTD
- 17.17%
- 1Y
- 32.33%
- 3Y*
- 11.46%
- 5Y*
- 10.81%
- 10Y*
- 12.45%
- ALL TIME*
- 12.30%
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%
FSRFX Monthly Returns History
Based on dividend-adjusted daily data since Sep 29, 1986, FSRFX's average daily return is +0.05%, while the average monthly return is +1.13%. At this rate, an investment would double in approximately 5.1 years.
Historically, 62% of months were positive and 38% were negative. The best month was Oct 2011 with a return of +14.9%, while the worst month was Oct 1987 at -32.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, FSRFX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +11.9%, while the worst single day was Oct 19, 1987 at -15.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.96% | 8.06% | -7.79% | 8.23% | 4.47% | 3.57% | -2.47% | 17.17% | |||||
| 2025 | 5.60% | -1.43% | -9.09% | -4.34% | 8.03% | 4.19% | -0.97% | 5.43% | -0.72% | 1.03% | 1.47% | 2.95% | 11.45% |
| 2024 | -1.76% | 7.77% | 1.93% | -6.03% | 0.76% | 1.76% | -0.78% | 2.09% | 2.85% | -0.29% | 7.31% | -8.25% | 6.33% |
| 2023 | 6.89% | 0.83% | -1.63% | -2.43% | -1.95% | 11.04% | 6.23% | -5.34% | -4.15% | -5.58% | 8.34% | 7.43% | 19.29% |
| 2022 | -5.55% | 3.00% | 6.24% | -10.11% | 0.07% | -7.65% | 9.14% | -0.28% | -12.76% | 9.05% | 8.81% | -7.17% | -10.21% |
| 2021 | -4.25% | 7.82% | 7.82% | 4.90% | 3.07% | -3.34% | -2.24% | 3.62% | -3.76% | 8.37% | -4.55% | 8.92% | 27.79% |
Benchmark Metrics
Fidelity Select Transportation Portfolio has an annualized alpha of 4.50%, beta of 0.90, and R2 of 0.63 versus S&P 500 Index. Calculated based on daily prices since September 29, 1986.
- This fund captured 113.16% of S&P 500 Index gains but only 98.80% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 4.50% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.90 and R2 of 0.63, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 4.50%
- Beta
- 0.90
- R²
- 0.63
- Upside Capture
- 113.16%
- Downside Capture
- 98.80%
Expense Ratio
FSRFX has an expense ratio of 0.69%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSRFX ranks 55 for risk / return — above 55% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Fidelity Select Transportation Portfolio (FSRFX) 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.
| FSRFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 2.00 | +0.47 |
| Martin ratioReturn relative to average drawdown | 8.47 | 8.49 | -0.02 |
Dividends
Dividend History
Fidelity Select Transportation Portfolio provided a 7.94% dividend yield over the last twelve months, with an annual payout of $9.57 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.57 | $4.61 | $7.29 | $2.80 | $7.94 | $13.05 | $7.64 | $3.79 | $9.56 | $5.38 | $1.77 | $5.48 |
Dividend yield | 7.94% | 4.18% | 7.02% | 2.68% | 8.82% | 12.00% | 7.97% | 3.98% | 11.42% | 5.16% | 1.97% | 7.51% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Select Transportation 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 | $8.03 | $0.00 | $0.00 | $0.00 | $8.03 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $3.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.55 | $4.61 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.75 | $7.29 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.36 | $2.80 |
| 2022 | $0.00 | $0.00 | $0.00 | $2.83 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.11 | $7.94 |
| 2021 | $0.00 | $0.00 | $0.00 | $3.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.64 | $0.30 | $13.05 |
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 Transportation 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 Transportation Portfolio was 60.34%, occurring on Mar 9, 2009. Recovery took 404 trading sessions.
The current Fidelity Select Transportation Portfolio drawdown is 5.10%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-60.34%Mar 2009 | 1y 7mo | 1y 7mo | 3y 2moJul 2007 - Oct 2010 | Financial crisis2007–2009 |
-43.12%Oct 1987 | 2mo 12d | 1y 5mo | 1y 8moAug 1987 - Apr 1989 | Black Monday1987 |
-41.11%Mar 2020 | 1y 6mo | 6mo 16d | 2y 12dSep 2018 - Oct 2020 | COVID crash2020 |
-37.42%Oct 1998 | 5mo 25d | 6mo 8d | 12mo 3dApr 1998 - Apr 1999 | — |
-35.58%Oct 2002 | 7mo 8d | 1y | 1y 7moMar 2002 - Oct 2003 | Dot-com crash2000–2002 |
Drawdown Indicators
| FSRFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.34% | -56.78% | -3.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -9.10% | -2.59% |
Max Drawdown (3Y)Largest decline over 3 years | -25.23% | -18.90% | -6.33% |
Max Drawdown (5Y)Largest decline over 5 years | -25.23% | -25.43% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -41.11% | -33.92% | -7.19% |
Current DrawdownCurrent decline from peak | -5.10% | -1.58% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -8.51% | -10.70% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 2.14% | +1.27% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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