Fidelity Select Utilities Portfolio (FSUTX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Select Utilities 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 Utilities Portfolio (FSUTX) has returned 6.77% so far this year and 21.04% over the past 12 months. Over the last ten years, FSUTX has had an annualized return of 12.04%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Dec 10, 1981, FSUTX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, your investment would double in approximately 5.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Jul 1986 with a return of +12.4%, while the worst month was Sep 2008 at -15.5%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FSUTX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +14.2%, while the worst single day was Oct 19, 1987 at -13.5%.

Fidelity Select Utilities Portfolio has an annualized alpha of 5.38%, beta of 0.66, and R² of 0.50 versus S&P 500 Index. Calculated based on daily prices since December 11, 1981.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (72.65%) than losses (56.73%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 5.38% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.66 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

FSUTX has an expense ratio of 0.74%, placing it in the medium range.

FSUTX ranks 73 for risk / return — better than 73% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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

Fidelity Select Utilities Portfolio provided a 6.19% dividend yield over the last twelve months, with an annual payout of $8.67 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Fidelity Select Utilities 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 Utilities 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 Utilities Portfolio was 66.73%, occurring on Oct 9, 2002. Recovery took 1118 trading sessions.

The current Fidelity Select Utilities Portfolio drawdown is 4.57%.

The chart below shows the rolling one-month volatility.