Fidelity Select Utilities Portfolio (FSUTX)
The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the utilities industry and companies deriving a majority of their revenues from their utility operations. 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. The fund is non-diversified.
Fund Info
US3163905090
316390509
Dec 9, 1981
$0
Large-Cap
Value
Expense Ratio
FSUTX features an expense ratio of 0.74%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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.
Returns By Period
Fidelity Select Utilities Portfolio had a return of 24.63% year-to-date (YTD) and 26.77% in the last 12 months. Over the past 10 years, Fidelity Select Utilities Portfolio had an annualized return of 7.72%, while the S&P 500 had an annualized return of 11.06%, indicating that Fidelity Select Utilities Portfolio did not perform as well as the benchmark.
FSUTX
24.63%
-4.63%
13.78%
26.77%
7.21%
7.72%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of FSUTX, 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 | -3.43% | 2.33% | 7.51% | -1.80% | 11.29% | -6.95% | 5.48% | 4.26% | 7.94% | -0.55% | 5.76% | 24.63% | |
| 2023 | -2.28% | -5.73% | 5.06% | 0.47% | -4.21% | 2.60% | 2.34% | -4.61% | -5.34% | 1.77% | 5.35% | 2.96% | -2.50% |
| 2022 | -3.39% | -1.09% | 10.87% | -6.12% | 3.85% | -6.06% | 6.76% | 1.49% | -10.03% | 2.69% | 6.90% | -1.52% | 2.24% |
| 2021 | -0.83% | -4.87% | 8.91% | 3.89% | -3.38% | -0.68% | 2.22% | 3.83% | -5.20% | 6.73% | -1.37% | 7.27% | 16.39% |
| 2020 | 5.11% | -9.69% | -13.31% | 1.64% | 4.64% | -3.99% | 5.50% | -2.39% | 0.24% | 5.80% | 3.84% | 2.58% | -2.25% |
| 2019 | 2.90% | 3.49% | 3.15% | 1.57% | -2.46% | 3.93% | -0.46% | 3.51% | 4.69% | -1.65% | -0.54% | 2.51% | 22.34% |
| 2018 | 0.35% | -4.12% | 5.38% | 1.87% | 1.41% | 2.87% | 0.57% | 2.07% | -0.12% | 0.13% | 1.25% | -8.93% | 1.99% |
| 2017 | 2.54% | 5.42% | 0.05% | 1.19% | 3.10% | -1.04% | 4.26% | 2.81% | -2.18% | 2.35% | 2.51% | -7.52% | 13.59% |
| 2016 | 2.87% | 1.33% | 8.03% | -0.87% | 2.07% | 6.46% | -0.95% | -5.54% | 1.18% | 0.71% | -5.15% | 3.93% | 13.99% |
| 2015 | 0.32% | -3.36% | 0.22% | 0.20% | 0.41% | -6.59% | 3.36% | -4.79% | -0.64% | 1.98% | -2.27% | 2.76% | -8.56% |
| 2014 | 2.85% | 3.11% | 3.96% | 3.34% | 2.04% | 3.64% | -6.67% | 5.40% | -2.68% | 4.51% | 0.66% | 2.19% | 24.00% |
| 2013 | 5.81% | 1.85% | 6.06% | 4.96% | -8.33% | 0.61% | 4.39% | -3.90% | 3.23% | 4.41% | -1.84% | 4.45% | 22.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, FSUTX is among the top 19% of mutual funds on our website when it comes to balancing risk and reward. Below is 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 Utilities Portfolio (FSUTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Select Utilities Portfolio provided a 1.45% dividend yield over the last twelve months, with an annual payout of $1.80 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.80 | $2.13 | $1.75 | $1.71 | $2.12 | $1.94 | $1.37 | $1.29 | $1.77 | $4.47 | $6.81 | $2.76 |
Dividend yield | 1.45% | 2.11% | 1.66% | 1.63% | 2.31% | 2.01% | 1.71% | 1.62% | 2.48% | 6.97% | 9.07% | 4.14% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $1.80 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.54 | $0.00 | $0.75 | $2.13 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.55 | $0.00 | $0.62 | $1.75 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.71 | $1.71 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.96 | $2.12 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 | $1.94 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.24 | $1.37 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $1.29 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.71 | $1.77 |
| 2015 | $0.00 | $0.00 | $0.00 | $1.64 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.83 | $4.47 |
| 2014 | $0.00 | $0.00 | $0.00 | $2.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.57 | $6.81 |
| 2013 | $2.76 | $2.76 |
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 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 65.05%, occurring on Oct 9, 2002. Recovery took 1088 trading sessions.
The current Fidelity Select Utilities Portfolio drawdown is 7.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.05% | Mar 28, 2000 | 635 | Oct 9, 2002 | 1088 | Feb 7, 2007 | 1723 |
| -51.54% | Dec 11, 2007 | 311 | Mar 9, 2009 | 979 | Jan 29, 2013 | 1290 |
| -37.61% | Feb 19, 2020 | 24 | Mar 23, 2020 | 366 | Sep 2, 2021 | 390 |
| -21.96% | Sep 13, 2022 | 265 | Oct 2, 2023 | 152 | May 9, 2024 | 417 |
| -21.57% | Aug 22, 1986 | 353 | Dec 29, 1987 | 340 | Apr 18, 1989 | 693 |
Volatility
Volatility Chart
The current Fidelity Select Utilities Portfolio volatility is 5.08%, 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.