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FNARX: Fidelity Select Natural Resources (MUTUAL FUND)
Basic Info 28.48 0.04(0.14%) June 11
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 05/21/1999 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 1.59% |
| Expenses | 0.84% |
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Performance Analytics (As of 06/11/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 38.4 | 58.9 | -1.6 | 2.5 | -0.8 | 2.3 | 6.5 | -20.8 | 19.1 | -24.2 | -0.1 | 30.2 | -21.6 | -12.2 | 17.5 | 3.4 | -9.2 | 23.0 | 51.7 | -52.4 | 50.1 | 19.1 | 46.0 | 23.6 | 29.5 | -11.7 | -11.4 | 30.4 | 10.4 |
| SR | NA | 4.55 | 1.67 | -0.06 | 0.06 | -0.05 | NA | 0.18 | -0.43 | 0.98 | -1.16 | -0.04 | 1.01 | -0.83 | -0.57 | 1.05 | 0.16 | -0.27 | 0.88 | 1.19 | -0.75 | 2.0 | 0.61 | 1.87 | 1.35 | 1.92 | -0.5 | -0.63 | 1.06 | 0.64 |
| DD(%) | NA | 9.9 | 21.3 | 63.4 | 64.1 | 70.9 | NA | 70.9 | 57.4 | 14.5 | 34.3 | 21.9 | 16.5 | 31.6 | 32.7 | 9.4 | 24.4 | 34.4 | 19.9 | 24.6 | 69.5 | 14.4 | 21.2 | 14.3 | 7.7 | 9.1 | 28.7 | 28.1 | 11.3 | 14.9 |
| SD(%) | NA | 25.9 | 29.9 | 33.4 | 29.1 | 27.5 | NA | 29.9 | 49.3 | 18.0 | 22.0 | 17.4 | 29.7 | 26.1 | 21.5 | 16.6 | 20.8 | 34.5 | 26.1 | 43.3 | 70.5 | 23.7 | 25.9 | 23.4 | 16.8 | 15.0 | 25.9 | 22.0 | 24.9 | 21.9 |
| TR | NA | 0.84 | 0.44 | -0.02 | 0.02 | -0.01 | NA | 0.05 | -0.22 | 0.17 | -0.25 | -0.01 | 0.26 | -0.22 | -0.12 | 0.15 | 0.03 | -0.09 | 0.22 | 0.46 | -0.46 | 0.45 | 0.14 | 0.4 | 0.22 | 0.26 | -0.12 | -0.16 | 0.29 | 0.14 |
| Alpha(%) | NA | 0.07 | 0.11 | 0.04 | 0.02 | 0.01 | NA | 0.0 | 0.05 | 0.02 | -0.03 | -0.01 | -0.02 | 0.0 | 0.02 | -0.01 | 0.0 | -0.03 | 0.03 | 0.03 | -0.02 | 0.03 | -0.01 | -0.01 | -0.05 | -0.03 | -0.05 | -0.04 | -0.01 | 0.06 |
| Beta(%) | NA | 1.4 | 1.14 | 1.0 | 1.03 | 1.05 | NA | 1.07 | 0.97 | 1.02 | 1.03 | 1.29 | 1.15 | 1.01 | 1.05 | 1.16 | 1.07 | 1.08 | 1.06 | 1.12 | 1.15 | 1.06 | 1.14 | 1.09 | 1.05 | 1.12 | 1.05 | 0.86 | 0.92 | 1.03 |
| RS | NA | 0.79 | 0.86 | 0.92 | 0.92 | 0.92 | NA | 0.94 | 0.93 | 0.95 | 0.96 | 0.95 | 0.95 | 0.95 | 0.79 | 0.9 | 0.95 | 0.96 | 0.95 | 0.95 | 0.97 | 0.96 | 0.95 | 0.97 | 0.93 | 0.91 | 0.96 | 0.89 | 0.95 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/21/1999
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Equity Energy Asset Class Trend Rankings |
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