Fidelity Select Utilities Portfolio (FSUTX)

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Fidelity Select Utilities Portfolio (FSUTX) is up 5.9% since the beginning of the year. FSUTX is currently trading at $137 per share. Investors who bought $1,000 worth of FSUTX shares 5 years ago would now be looking at an investment worth $1,890.

Fidelity Select Utilities Portfolio (FSUTX) has returned 5.88% so far this year and 16.41% over the past 12 months. Over the last ten years, FSUTX has returned 11.60% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Dec 10, 1981, FSUTX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, an 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 5.08%, 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 (56.73%) - 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.

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

FSUTX ranks 17 for risk / return — in the bottom 17% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Fidelity Select Utilities Portfolio provided a 4.96% dividend yield over the last twelve months, with an annual payout of $6.77 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 5.37%.

The chart below shows the rolling one-month volatility.