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FSENX: Fidelity Select Portfolios - Energy Portfolio (MUTUAL FUND)
Basic Info 64.85 0.04(0.06%) April 24
Asset Class: | Equity Energy |
MyPlanIQ Rating: | (76%) |
Start Date: | 07/14/1981 |
Last Dividend Date: | 04/12/2024 |
12-Mo. Yield | 0.00% |
Expenses | 0.83% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/14/1981 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 16.9 | 19.0 | 34.6 | 12.3 | 3.4 | 7.5 | 7.9 | 8.1 | 0.9 | 63.0 | 55.3 | -32.5 | 9.9 | -24.9 | -2.7 | 33.9 | -20.6 | -12.4 | 24.4 | 4.6 | -4.8 | 19.0 | 47.1 | -54.0 | 45.4 | 14.1 | 51.8 | 31.7 | 22.9 | -11.5 | -12.0 | 31.9 | 34.0 | -14.6 | 10.1 | 32.5 | 21.4 | 0.4 | 19.1 | -2.4 | 0.0 | -4.5 | 42.8 | 15.9 | -1.8 | 5.5 | 18.0 | 2.4 | 20.3 | -12.2 | -7.9 |
Sharpe Ratio | NA | 3.58 | 0.67 | 1.01 | 0.29 | 0.07 | NA | NA | 0.21 | -0.13 | 1.63 | 1.8 | -0.55 | 0.37 | -1.03 | -0.18 | 1.11 | -0.78 | -0.6 | 1.56 | 0.22 | -0.14 | 0.72 | 1.04 | -0.76 | 1.77 | 0.41 | 2.04 | 1.75 | 1.36 | -0.46 | -0.59 | 1.02 | 1.25 | -0.81 | 0.36 | 2.53 | 1.83 | -0.23 | 1.34 | -0.41 | -0.34 | -0.86 | 3.52 | 0.91 | -0.21 | 0.1 | 1.19 | -0.23 | 0.88 | -2.2 | -3.45 |
Draw Down(%) | NA | 6.7 | 14.5 | 28.0 | 66.2 | 75.6 | NA | NA | 75.8 | 17.6 | 28.0 | 18.6 | 62.4 | 22.4 | 38.2 | 24.2 | 15.8 | 29.5 | 31.6 | 7.6 | 23.3 | 34.3 | 22.9 | 26.3 | 69.2 | 12.7 | 20.1 | 14.7 | 6.9 | 11.8 | 29.1 | 27.9 | 13.2 | 16.3 | 30.1 | 16.1 | 7.2 | 9.1 | 11.8 | 16.4 | 9.8 | 12.6 | 15.7 | 5.6 | 11.1 | 34.2 | 14.9 | 9.0 | 12.8 | 9.7 | 17.4 | 7.9 |
Standard Deviation(%) | NA | 16.1 | 20.5 | 30.2 | 37.5 | 31.9 | NA | NA | 26.0 | 24.8 | 37.9 | 30.6 | 59.8 | 22.8 | 25.5 | 18.4 | 30.4 | 26.5 | 20.8 | 15.6 | 20.4 | 35.2 | 26.4 | 45.1 | 71.9 | 24.0 | 26.2 | 24.3 | 17.6 | 16.3 | 27.5 | 24.7 | 27.3 | 24.7 | 22.2 | 18.0 | 11.3 | 9.6 | 11.2 | 12.6 | 11.4 | 11.0 | 11.4 | 10.5 | 12.3 | 27.9 | 13.8 | 10.7 | 18.8 | 16.1 | 8.9 | 7.4 |
Treynor Ratio | NA | 0.5 | 0.11 | 0.21 | 0.09 | 0.02 | NA | NA | 0.05 | -0.02 | 0.44 | 0.32 | -0.28 | 0.07 | -0.22 | -0.02 | 0.28 | -0.2 | -0.12 | 0.22 | 0.04 | -0.04 | 0.18 | 0.4 | -0.47 | 0.4 | 0.09 | 0.44 | 0.28 | 0.18 | -0.11 | -0.14 | 0.27 | 0.29 | -0.2 | 0.06 | 0.3 | 0.2 | -0.03 | 0.18 | -0.06 | -0.05 | -0.12 | 0.41 | 0.14 | -0.08 | 0.02 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.08 | 0.01 | 0.03 | 0.04 | 0.02 | NA | NA | 0.0 | -0.03 | 0.09 | 0.02 | 0.03 | -0.02 | -0.02 | -0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.01 | -0.03 | 0.02 | -0.03 | 0.0 | -0.03 | -0.06 | -0.04 | -0.04 | -0.02 | 0.04 | 0.02 | -0.02 | 0.0 | 0.0 | 0.01 | -0.02 | -0.03 | 0.0 | -0.02 | 0.01 | -0.01 | -0.02 | -0.02 | 0.05 | NA | NA | NA | NA |
Beta | NA | 1.15 | 1.27 | 1.45 | 1.28 | 1.23 | NA | NA | 1.11 | 1.39 | 1.41 | 1.73 | 1.19 | 1.3 | 1.19 | 1.37 | 1.18 | 1.03 | 1.07 | 1.1 | 1.06 | 1.11 | 1.07 | 1.17 | 1.17 | 1.07 | 1.15 | 1.14 | 1.1 | 1.23 | 1.12 | 1.0 | 1.02 | 1.06 | 0.92 | 1.09 | 0.94 | 0.88 | 0.91 | 0.94 | 0.82 | 0.79 | 0.8 | 0.91 | 0.81 | 0.7 | 0.86 | 0.7 | NA | NA | NA | NA |
RSquared | NA | 0.68 | 0.78 | 0.81 | 0.87 | 0.89 | NA | NA | 0.87 | 0.84 | 0.81 | 0.83 | 0.93 | 0.96 | 0.96 | 0.95 | 0.95 | 0.96 | 0.86 | 0.92 | 0.96 | 0.97 | 0.96 | 0.96 | 0.96 | 0.95 | 0.95 | 0.97 | 0.94 | 0.93 | 0.97 | 0.96 | 0.96 | 0.97 | 0.95 | 0.94 | 0.88 | 0.74 | 0.81 | 0.76 | 0.83 | 0.75 | 0.78 | 0.86 | 0.69 | 0.46 | 0.77 | 0.45 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.1 | 2.1 | 3.6 | 2.4 | 1.5 | 4.0 | 6.0 | N/A | 2.1 | 3.8 | 3.4 | 2.2 | 1.9 | 1.1 | 1.6 | 0.8 | 1.0 | 8.6 | 13.3 | 1.6 | 0.8 | 0.5 | 0.2 | 1.9 | 8.4 | 9.6 | 8.0 | 1.8 | 0.7 | 0.6 | 2.7 | 13.8 | 2.1 | 2.0 | 18.0 | 7.7 | 3.0 | 3.8 | 4.1 | 1.8 | 1.2 | 9.1 | 2.3 | 2.8 | 2.6 | 0.0 | 6.5 | 1.3 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -94.5 | -10.1 | 46.0 | 19.6 | -63.8 | -17.5 | 106.0 | N/A | -21.4 | 77.2 | -1.2 | 23.1 | 32.7 | -36.4 | 165.5 | -35.6 | -90.5 | -31.3 | 741.5 | 86.4 | 76.0 | 212.5 | -93.6 | -68.1 | -16.2 | 87.2 | 455.6 | 221.4 | 0.0 | -80.8 | -76.6 | 743.2 | -11.9 | -89.9 | 185.5 | 208.5 | -24.2 | 5.1 | 118.5 | 50.0 | -88.6 | 444.8 | -9.4 | 6.7 | N/A | -100.0 | 384.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/1981
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