Fidelity Select Transportation Portfolio (FSRFX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Select Transportation Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Fidelity Select Transportation Portfolio (FSRFX) has returned -0.92% so far this year and 16.70% over the past 12 months. Over the last ten years, FSRFX has returned 10.16% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 29, 1986, FSRFX's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, your investment would double in approximately 5.3 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%.

Fidelity Select Transportation Portfolio has an annualized alpha of 4.31%, beta of 0.90, and R² of 0.63 versus S&P 500 Index. Calculated based on daily prices since September 30, 1986.

• This fund captured 113.60% of S&P 500 Index gains but only 99.92% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 4.31% 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.

FSRFX has an expense ratio of 0.69%, placing it in the medium range.

FSRFX ranks 31 for risk / return — below 31% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Fidelity Select Transportation Portfolio (FSRFX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Select Transportation Portfolio provided a 4.21% dividend yield over the last twelve months, with an annual payout of $4.61 per share.

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.

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.

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 11.69%.

The chart below shows the rolling one-month volatility.