- ISIN
- US3163905090
- CUSIP
- 316390509
- Issuer
- Fidelity
- Inception Date
- Dec 9, 1981
- Region
- Global (Global)
- Category
- Utilities Equities
- Leveraged
- 1x (No leverage)
- Min. Investment
- $0
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
FSUTX Performance Chart
Fidelity Select Utilities Portfolio (FSUTX) is up 3.3% since the beginning of the year. FSUTX is currently trading at $133 per share. Investors who bought $1,000 worth of FSUTX shares 5 years ago would now be looking at an investment worth $1,805.
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Compare this symbol against anything
Returns By Period
Fidelity Select Utilities Portfolio (FSUTX) has returned 3.26% so far this year and 5.74% over the past 12 months. Over the last ten years, FSUTX has returned 11.08% per year, falling short of the S&P 500 Index benchmark, which averaged 13.29% annually.
Fidelity Select Utilities Portfolio
- 1D
- -0.54%
- 1M
- -3.88%
- 6M
- 3.47%
- YTD
- 3.26%
- 1Y
- 5.74%
- 3Y*
- 15.96%
- 5Y*
- 12.54%
- 10Y*
- 11.08%
- ALL TIME*
- 11.17%
Benchmark (S&P 500 Index)
- 1D
- 1.48%
- 1M
- 1.57%
- 6M
- 8.95%
- YTD
- 11.03%
- 1Y
- 21.84%
- 3Y*
- 19.28%
- 5Y*
- 11.54%
- 10Y*
- 13.29%
- ALL TIME*
- 8.11%
FSUTX Monthly Returns History
Based on dividend-adjusted daily data since Dec 10, 1981, FSUTX's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.17% | 10.59% | -4.15% | 3.98% | -5.34% | 1.84% | -3.94% | 3.26% | |||||
| 2025 | 1.65% | 1.11% | -0.27% | 1.65% | 1.99% | 1.85% | 5.14% | -2.07% | 4.98% | 3.73% | 1.28% | -5.47% | 16.19% |
| 2024 | -3.43% | 2.33% | 7.51% | 1.40% | 11.29% | -6.95% | 5.48% | 4.26% | 7.94% | -0.55% | 5.76% | -7.56% | 28.76% |
| 2023 | -2.28% | -5.73% | 5.06% | 1.90% | -4.21% | 2.60% | 2.34% | -4.61% | -5.34% | 1.77% | 5.35% | 2.96% | -1.12% |
| 2022 | -3.39% | -1.09% | 10.87% | -4.25% | 3.85% | -6.06% | 6.76% | 1.49% | -10.03% | 2.69% | 6.90% | -0.64% | 5.20% |
| 2021 | -0.83% | -4.87% | 8.91% | 3.89% | -3.38% | -0.68% | 2.22% | 3.83% | -5.20% | 6.73% | -1.37% | 8.42% | 17.64% |
Benchmark Metrics
Fidelity Select Utilities Portfolio has an annualized alpha of 5.02%, beta of 0.66, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since December 10, 1981.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (71.34%) than losses (57.04%) - typical of diversified or defensive assets.
- Beta of 0.66 may look defensive, but with R2 of 0.50 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R2 of 0.50 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 5.02%
- Beta
- 0.66
- R²
- 0.50
- Upside Capture
- 71.34%
- Downside Capture
- 57.04%
Expense Ratio
FSUTX has an expense ratio of 0.74%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSUTX ranks 9 for risk / return — above 9% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) 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.
| FSUTX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.31 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.59 | 2.41 | -1.82 |
| Martin ratioReturn relative to average drawdown | 1.21 | 10.22 | -9.01 |
Dividends
Dividend History
Fidelity Select Utilities Portfolio provided a 5.11% dividend yield over the last twelve months, with an annual payout of $6.78 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.78 | $8.67 | $7.87 | $3.54 | $4.93 | $2.81 | $4.45 | $2.20 | $6.71 | $4.48 | $1.79 | $2.87 |
Dividend yield | 5.11% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $2.52 | $0.00 | $0.00 | $0.52 | $3.03 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $4.42 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.55 | $0.00 | $3.20 | $8.67 |
| 2024 | $0.00 | $0.00 | $0.00 | $3.84 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.68 | $0.00 | $2.74 | $7.87 |
| 2023 | $0.00 | $0.00 | $0.00 | $1.73 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.54 | $0.00 | $0.75 | $3.54 |
| 2022 | $0.00 | $0.00 | $0.00 | $2.38 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.55 | $0.00 | $1.57 | $4.93 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.81 | $2.81 |
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 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 7.71%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-66.73%Oct 2002 | 2y 6mo | 4y 5mo | 6y 11moMar 2000 - Mar 2007 | Dot-com crash2000–2002 |
-51.54%Mar 2009 | 1y 2mo | 3y 11mo | 5y 2moDec 2007 - Feb 2013 | Financial crisis2007–2009 |
-37.61%Mar 2020 | 1mo 3d | 1y 28d | 1y 2moFeb 2020 - Apr 2021 | COVID crash2020 |
-24.24%Oct 1987 | 1y 1mo | 1y 3mo | 2y 5moAug 1986 - Jan 1989 | Black Monday1987 |
-20.15%Oct 2023 | 1y 19d | 7mo | 1y 7moSep 2022 - Apr 2024 | — |
Drawdown Indicators
| FSUTX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.73% | -56.78% | -9.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -9.10% | -0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -13.02% | -18.90% | +5.88% |
Max Drawdown (5Y)Largest decline over 5 years | -20.15% | -25.43% | +5.28% |
Max Drawdown (10Y)Largest decline over 10 years | -37.61% | -33.92% | -3.69% |
Current DrawdownCurrent decline from peak | -7.71% | -0.12% | -7.59% |
Average DrawdownAverage peak-to-trough decline | -11.23% | -10.70% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 2.14% | +2.36% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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