- ISIN
- US3163907237
- CUSIP
- 316390723
- Issuer
- Fidelity
- Inception Date
- Dec 16, 1985
- Category
- Financials Equities
- Min. Investment
- $0
- Distribution Policy
- Accumulating
- Asset Class
- Equity
Share Price Chart
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Performance
FSVLX Performance Chart
Fidelity Select Fintech Portfolio (FSVLX) is down 20.5% since the beginning of the year. FSVLX is currently trading at $15 per share. Investors who bought $1,000 worth of FSVLX shares 5 years ago would now be looking at an investment worth $830.
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Returns By Period
Fidelity Select Fintech Portfolio (FSVLX) has returned -20.54% so far this year and -20.17% over the past 12 months. Over the last ten years, FSVLX has returned 6.48% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Select Fintech Portfolio
- 1D
- 0.92%
- 1M
- 2.73%
- YTD
- -20.54%
- 6M
- -22.06%
- 1Y
- -20.17%
- 3Y*
- 2.05%
- 5Y*
- -3.66%
- 10Y*
- 6.48%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FSVLX Monthly Returns History
Based on dividend-adjusted daily data since Dec 16, 1985, FSVLX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +16.4%, while the worst month was Mar 2020 at -35.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.
On a daily basis, FSVLX closed higher 52% of trading days. The best single day was Sep 18, 2008 with a return of +13.9%, while the worst single day was Mar 16, 2020 at -16.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.86% | -8.95% | -6.28% | 9.61% | -3.64% | -1.09% | -20.54% | ||||||
| 2025 | 6.35% | -3.15% | -7.62% | -1.03% | 7.51% | 3.52% | -2.17% | 1.56% | -3.32% | -0.82% | -2.27% | 2.75% | 0.26% |
| 2024 | 1.70% | 5.45% | 2.70% | -6.58% | -3.43% | 0.63% | 3.78% | 4.92% | 1.62% | 2.28% | 12.08% | -3.77% | 22.04% |
| 2023 | 12.00% | -3.85% | 0.80% | 1.45% | -2.35% | 7.80% | 4.19% | -4.09% | -7.04% | -5.17% | 13.21% | 7.73% | 24.55% |
| 2022 | -3.97% | -7.86% | 0.37% | -7.32% | -2.61% | -12.71% | 12.52% | -4.06% | -11.67% | 9.91% | 1.20% | -5.35% | -29.75% |
| 2021 | -1.69% | 11.13% | 5.89% | 9.29% | 3.12% | -1.47% | 2.02% | 2.97% | -1.51% | -0.38% | -9.59% | 2.17% | 22.31% |
Benchmark Metrics
Fidelity Select Fintech Portfolio has an annualized alpha of -0.09%, beta of 0.98, and R2 of 0.60 versus S&P 500 Index. Calculated based on daily prices since December 16, 1985.
- This fund participated in 104.79% of S&P 500 Index downside but only 98.43% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.98 and R2 of 0.60, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.09%
- Beta
- 0.98
- R²
- 0.60
- Upside Capture
- 98.43%
- Downside Capture
- 104.79%
Expense Ratio
FSVLX has an expense ratio of 0.81%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSVLX ranks 1 for risk / return — in the bottom 1% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Select Fintech Portfolio (FSVLX) 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.
| FSVLX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.94 | ||
| Sortino ratioReturn per unit of downside risk | -3.90 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.37 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.66 | 2.78 | -3.44 |
| Martin ratioReturn relative to average drawdown | -1.30 | 12.44 | -13.74 |
Dividends
Dividend History
Fidelity Select Fintech Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.49 | $0.34 | $0.31 | $1.16 | $0.26 | $0.51 | $1.28 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.25% | 1.93% | 1.77% | 8.59% | 1.58% | 3.84% | 10.51% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Select Fintech 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 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.48 | $3.49 |
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 Fintech 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 Fintech Portfolio was 83.84%, occurring on Mar 9, 2009. Recovery took 3054 trading sessions.
The current Fidelity Select Fintech Portfolio drawdown is 26.29%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -83.84%Mar 2009 | 2y 1mo | 12y 1mo | 14y 2moFeb 2007 - Apr 2021 |
Dot-com crash2000–2002 | -48.10%Mar 2000 | 1y 10mo | 1y 4mo | 3y 3moApr 1998 - Jul 2001 |
1990 bear market1990 | -47.27%Oct 1990 | 1y 21d | 1y 1mo | 2y 2moOct 1989 - Dec 1991 |
Bear market2022 | -42.62%Oct 2022 | 11mo 28d | — | 4y 8moOct 2021 - now |
Black Monday1987 | -37.45%Dec 1987 | 9mo 3d | 1y 5mo | 2y 2moMar 1987 - May 1989 |
Drawdown Indicators
| FSVLX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.84% | -56.78% | -27.06% |
Max Drawdown (1Y)Largest decline over 1 year | -30.77% | -9.10% | -21.67% |
Max Drawdown (3Y)Largest decline over 3 years | -31.70% | -18.90% | -12.80% |
Max Drawdown (5Y)Largest decline over 5 years | -42.62% | -25.43% | -17.19% |
Max Drawdown (10Y)Largest decline over 10 years | -51.70% | -33.92% | -17.78% |
Current DrawdownCurrent decline from peak | -26.29% | -1.80% | -24.49% |
Average DrawdownAverage peak-to-trough decline | -25.64% | -10.71% | -14.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.57% | 2.03% | +13.54% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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