Find A Portfolio/Ticker
Comparison Box
FSMEX: Fidelity Select Medical Equip & Systems (MUTUAL FUND)
Basic Info 83.96 0.88(1.06%) July 30
| Asset Class: | Health |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 06/17/1998 |
| Last Dividend Date: | 04/09/2021 |
| 12-Mo. Yield | 6.45% |
| Expenses | 0.84% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/30/2021)
| 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.0 | 20.9 | 34.9 | 25.3 | 22.2 | 20.5 | 16.7 | 16.1 | 30.0 | 29.6 | 16.2 | 26.6 | 8.7 | 7.1 | 26.7 | 41.3 | 15.6 | -3.4 | 12.9 | 32.6 | -23.4 | 17.9 | 4.1 | 7.6 | 17.5 | 33.4 | -6.2 | 0.3 | 50.4 | 10.7 | 21.5 |
| SR | NA | 2.19 | 1.91 | 1.03 | 1.05 | 1.03 | NA | 0.79 | 0.91 | 1.69 | 0.78 | 2.48 | 0.49 | 0.42 | 1.31 | 3.44 | 1.13 | -0.14 | 0.77 | 1.53 | -0.81 | 1.15 | 0.07 | 0.57 | 1.29 | 2.34 | -0.34 | -0.11 | 2.03 | 0.39 | 1.7 |
| DD(%) | NA | 11.9 | 11.9 | 33.0 | 33.0 | 33.0 | NA | 40.2 | 33.0 | 8.8 | 20.6 | 4.3 | 14.7 | 15.7 | 9.1 | 4.2 | 9.1 | 23.2 | 19.0 | 19.6 | 40.2 | 7.4 | 13.5 | 6.1 | 12.7 | 6.7 | 25.6 | 19.3 | 8.8 | 16.2 | 18.0 |
| SD(%) | NA | 17.9 | 18.3 | 23.9 | 20.5 | 19.5 | NA | 19.0 | 32.4 | 16.7 | 19.1 | 10.5 | 17.2 | 17.0 | 20.3 | 12.0 | 13.9 | 24.5 | 16.5 | 21.3 | 29.9 | 13.0 | 11.8 | 9.6 | 12.8 | 14.0 | 21.7 | 18.8 | 22.8 | 19.3 | 23.3 |
| TR | NA | 0.35 | 0.34 | 0.23 | 0.21 | 0.19 | NA | 0.15 | 0.27 | 0.27 | 0.14 | 0.37 | 0.1 | 0.08 | 0.28 | 0.43 | 0.13 | -0.03 | 0.11 | 0.32 | -0.25 | 0.15 | 0.01 | 0.06 | 0.16 | 0.39 | -0.08 | -0.02 | 0.5 | 0.07 | 0.35 |
| Alpha(%) | NA | 0.05 | 0.06 | 0.04 | 0.04 | 0.02 | NA | 0.02 | 0.06 | 0.02 | 0.06 | 0.05 | 0.07 | -0.02 | 0.0 | 0.0 | -0.01 | -0.07 | 0.02 | 0.04 | -0.03 | 0.05 | -0.02 | -0.02 | 0.03 | 0.04 | 0.02 | 0.04 | -0.01 | 0.02 | -0.01 |
| Beta(%) | NA | 1.12 | 1.03 | 1.09 | 1.03 | 1.04 | NA | 1.01 | 1.09 | 1.06 | 1.04 | 0.71 | 0.85 | 0.93 | 0.96 | 0.97 | 1.2 | 1.3 | 1.15 | 1.02 | 0.97 | 1.0 | 0.99 | 0.88 | 1.03 | 0.84 | 0.95 | 1.08 | 0.92 | 1.04 | 1.13 |
| RS | NA | 0.53 | 0.57 | 0.8 | 0.74 | 0.73 | NA | 0.73 | 0.87 | 0.73 | 0.74 | 0.45 | 0.64 | 0.84 | 0.37 | 0.72 | 0.74 | 0.92 | 0.8 | 0.77 | 0.86 | 0.7 | 0.6 | 0.62 | 0.65 | 0.71 | 0.77 | 0.78 | 0.6 | 0.66 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/1998
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- FSMEX (Fidelity Select Medical Equip & Systems) 1.06% (93%)
- PRHSX (T. Rowe Price Health Sciences) 0.29% (81%)
- FSPHX (Fidelity Select Health Care) 0.03% (77%)
- AHSAX (Alger Health Sciences A) 0.46% (73%)
- VHCIX (Vanguard Health Care Index Adm) 0.02% (73%)
- SHSSX (BlackRock Health Sciences Opps Inst) 0.01% (72%)
- PHSZX (Prudential Jennison Health Sciences Z) 0.57% (72%)
- JFNIX (Janus Global Life Sciences I) 0.0% (71%)
- RAGHX (Allianz RCM Wellness A) 0.20% (70%)
- HGHIX (Hartford Healthcare I) 0.02% (70%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- PTH (PowerShares DWA Healthcare Momentum ETF) 1.89% (91%)
- XHE (SPDR® S&P Health Care Equipment ETF) 0.42% (84%)
- XHS (SPDR® S&P Health Care Services ETF) 0.30% (79%)
- RYH (Guggenheim S&P 500 Eq Weight HC ETF) 0.28% (73%)
- PSCH (PowerShares S&P SmallCap Health Care ETF) 0.11% (73%)
- IHF (iShares US Healthcare Providers) 0.09% (72%)
- VHT (Vanguard Health Care ETF) 0.09% (72%)
- BBH (Market Vectors Biotech ETF) 0.29% (69%)
- FXH (First Trust Health Care AlphaDEX ETF) 0.26% (68%)
Best Closed End Funds
- BME (BlackRock Health Sciences) 0.43% (73%)
- GRX (Gabelli Healthcare & Wellness Trust) 0.15% (56%)
- HQH (H&Q Healthcare Investors) 0.15% (43%)
- HQL (H&Q Life Sciences Investors) 0.29% (34%)
Latest Articles Related to FSMEX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments