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FSLBX: Fidelity Select Brokerage & Invmt Mgmt (MUTUAL FUND)
Basic Info 102.05 1.47(1.46%) May 20
| Asset Class: | Financial |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 01/02/1987 |
| Last Dividend Date: | 04/08/2022 |
| 12-Mo. Yield | 2.01% |
| Expenses | 1.52% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | -22.0 | -8.5 | 15.8 | 13.5 | 13.9 | 5.7 | 10.4 | 39.7 | 22.6 | 31.6 | -15.0 | 29.9 | 6.7 | -9.7 | 5.2 | 48.9 | 28.3 | -22.8 | 11.2 | 50.4 | -49.3 | -0.1 | 21.2 | 29.9 | 13.0 | 36.5 | -17.2 | -9.0 | 27.9 | 30.6 | 5.7 | 62.3 | 39.6 | 23.6 | -17.3 | 49.3 | 5.1 | 82.3 | -16.2 | 14.1 | 18.5 | -37.1 | -7.2 |
| SR | NA | -1.6 | -0.37 | 0.52 | 0.51 | 0.61 | NA | 0.33 | 2.29 | 0.52 | 1.9 | -0.83 | 2.45 | 0.28 | -0.49 | 0.31 | 3.05 | 1.67 | -0.62 | 0.42 | 1.09 | -0.87 | -0.13 | 1.06 | 2.17 | 0.71 | 1.5 | -0.52 | -0.36 | 0.75 | 0.94 | 0.07 | 2.79 | 2.76 | 1.75 | -1.43 | 3.45 | 0.18 | 4.69 | -1.5 | 0.67 | 1.04 | -1.02 | -1.11 |
| DD(%) | NA | 25.3 | 27.4 | 40.6 | 40.6 | 40.6 | NA | 68.2 | 8.5 | 40.6 | 9.6 | 26.7 | 6.0 | 21.6 | 19.2 | 10.7 | 8.1 | 18.5 | 37.3 | 24.2 | 31.0 | 65.1 | 19.2 | 17.0 | 9.6 | 21.4 | 23.9 | 38.6 | 38.0 | 18.7 | 24.4 | 46.7 | 15.2 | 10.4 | 6.9 | 23.2 | 8.4 | 21.9 | 10.6 | 31.1 | 17.7 | 10.1 | 53.9 | 13.0 |
| SD(%) | NA | 30.0 | 23.0 | 29.5 | 25.2 | 22.0 | NA | 25.6 | 17.3 | 42.6 | 15.9 | 19.7 | 12.0 | 22.9 | 19.9 | 16.6 | 16.0 | 17.1 | 36.7 | 26.2 | 46.3 | 57.6 | 23.5 | 17.0 | 12.8 | 17.0 | 23.9 | 35.2 | 31.9 | 31.9 | 29.0 | 32.4 | 21.0 | 13.0 | 11.2 | 14.1 | 13.6 | 15.5 | 16.6 | 14.2 | 12.5 | 13.3 | 40.3 | 16.5 |
| TR | NA | -0.44 | -0.09 | 0.17 | 0.14 | 0.14 | NA | 0.1 | 0.48 | 0.26 | 0.32 | -0.17 | 0.35 | 0.05 | -0.09 | 0.04 | 0.44 | 0.29 | -0.21 | 0.11 | 0.7 | -0.63 | -0.03 | 0.13 | 0.28 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.06 | 0.0 | 0.03 | 0.02 | 0.01 | NA | 0.04 | 0.03 | 0.09 | 0.01 | -0.01 | 0.04 | -0.08 | -0.04 | -0.04 | 0.03 | 0.01 | -0.03 | -0.01 | 0.11 | -0.06 | 0.07 | 0.0 | 0.09 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.09 | 0.98 | 0.88 | 0.9 | 0.95 | NA | 0.87 | 0.82 | 0.87 | 0.96 | 0.99 | 0.84 | 1.21 | 1.14 | 1.25 | 1.1 | 0.97 | 1.08 | 1.02 | 0.72 | 0.8 | 0.97 | 1.34 | 0.99 | 1.22 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.85 | 0.83 | 0.88 | 0.87 | 0.87 | NA | 0.5 | 0.82 | 0.91 | 0.85 | 0.88 | 0.82 | 0.9 | 0.9 | 0.82 | 0.88 | 0.88 | 0.95 | 0.94 | 0.86 | 0.87 | 0.86 | 0.78 | 0.77 | 0.66 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1987
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