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Fidelity Select Fintech Portfolio (FSVLX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163907237

CUSIP

316390723

Issuer

Fidelity

Inception Date

Dec 16, 1985

Min. Investment

$0

Asset Class

Equity

Expense Ratio

FSVLX has an expense ratio of 0.81%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

Fidelity Select Fintech Portfolio (FSVLX) returned 1.03% year-to-date (YTD) and 24.87% over the past 12 months. Over the past 10 years, FSVLX returned 7.68% annually, underperforming the S&P 500 benchmark at 10.84%.


FSVLX

YTD

1.03%

1M

7.17%

6M

-2.59%

1Y

24.87%

3Y*

10.05%

5Y*

13.55%

10Y*

7.68%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of FSVLX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20256.35%-3.15%-7.62%-1.03%7.29%1.03%
20241.70%5.45%2.70%-6.58%-3.43%0.63%3.78%4.92%1.62%2.28%12.08%-3.77%22.04%
202312.00%-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%3.13%-1.47%2.02%2.97%-1.51%-0.38%-9.59%2.17%22.31%
20201.69%-9.93%-35.67%14.46%5.97%2.62%2.63%6.56%-0.28%-0.28%16.43%10.13%2.25%
201911.83%5.12%0.57%6.70%-4.90%5.09%3.60%-4.90%1.98%1.23%3.48%1.11%34.18%
20184.26%-3.61%-1.84%-1.02%2.64%0.26%1.41%5.06%-1.32%-6.77%1.11%-10.12%-10.51%
20170.37%4.39%-2.50%-1.57%0.37%5.04%2.61%-0.41%4.77%3.16%1.47%3.62%23.13%
2016-11.26%1.30%6.67%4.31%1.77%-6.55%6.03%3.09%-0.57%-0.33%7.45%3.47%14.58%
2015-7.23%7.11%1.78%1.75%0.95%0.14%0.72%-5.10%-3.33%2.74%0.76%-4.26%-4.72%
2014-4.52%3.46%1.18%-1.46%1.93%2.16%-3.01%2.84%-1.61%5.87%2.16%1.47%10.46%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FSVLX is 74, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FSVLX is 7474
Overall Rank
The Sharpe Ratio Rank of FSVLX is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of FSVLX is 7575
Sortino Ratio Rank
The Omega Ratio Rank of FSVLX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of FSVLX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of FSVLX is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Select Fintech Portfolio (FSVLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Select Fintech Portfolio Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.02
  • 5-Year: 0.53
  • 10-Year: 0.30
  • All Time: 0.33

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Select Fintech Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

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.


0.00%5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.00$0.00$3.49$0.34$0.31$1.16$0.26$0.51$1.28$3.32

Dividend yield

0.00%0.00%0.00%0.00%19.25%1.93%1.77%8.59%1.58%3.84%10.51%23.56%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$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
2020$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.34
2019$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.31
2018$0.00$0.00$0.00$0.68$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.47$1.16
2017$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.26
2016$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.51
2015$0.00$0.00$0.00$0.78$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50$1.28
2014$1.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.30$3.32

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 83.77%, occurring on Mar 9, 2009. Recovery took 3018 trading sessions.

The current Fidelity Select Fintech Portfolio drawdown is 6.53%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.77%Feb 8, 2007522Mar 9, 20093018Mar 5, 20213540
-48.09%Apr 16, 1998492Mar 7, 2000342Jul 18, 2001834
-47.01%Oct 9, 1989277Oct 30, 1990302Dec 26, 1991579
-42.62%Oct 21, 2021248Oct 14, 2022
-37.46%Mar 9, 1987196Dec 7, 1987375May 15, 1989571
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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