P Composite Momentum Market Utility FSUTX
1.15%August 06 | MyPlanIQ portfolio symbol P_75050

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


MPIQ Indicator for FSUTX (Fidelity Select Utility Fund)


Holdings


Recommended Holdings on 05/30/2025 (Delayed Holdings)

Fund Percentage
FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) 100.00%


Historical Performance


P Composite Momentum Market Utility FSUTX Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P Composite Momentum Market Utility FSUTX 1.34% 10.12% 6.85% 10.05% 8.47% 10.77% 11.19% 12.23%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 1.00% 14.28% 14.25% 15.80% 12.73% 14.07% 10.35% 10.55%
Data as of 05/30/2025, AR inception is 06/30/1987

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P Composite Momentum Market Utility FSUTX Historical Return Chart


Calculators


Dollar Cost Average Calculator for P Composite Momentum Market Utility FSUTX

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Retirement Spending Calculator for P Composite Momentum Market Utility FSUTX

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Rolling Returns


From 06/30/1987 to 08/06/2025, the worst annualized return of 3-year rolling returns for P Composite Momentum Market Utility FSUTX is -10.88%.
From 06/30/1987 to 08/06/2025, the worst annualized return of 5-year rolling returns for P Composite Momentum Market Utility FSUTX is 1.05%.
From 06/30/1987 to 08/06/2025, the worst annualized return of 10-year rolling returns for P Composite Momentum Market Utility FSUTX is 6.68%.
From 06/30/1987 to 08/06/2025, the worst annualized return of 20-year rolling returns for P Composite Momentum Market Utility FSUTX is 8.77%.

Maximum Drawdown

P Composite Momentum Market Utility FSUTX Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
1988-061988-081988-080.20.47%
1988-101988-121988-120.20.42%
1989-011989-021989-020.10.63%
1989-091989-101989-100.10.43%
1989-121990-081991-011.18.91%
1991-031991-061991-060.31.64%
1991-121992-031992-050.44.79%
1992-071992-081992-080.10.05%
1992-091992-101992-100.10.03%
1993-031993-041993-050.20.55%
1993-081994-111995-061.813.76%
1996-011996-031996-030.23.18%
1996-061996-071996-090.34.37%
1997-021997-031997-040.25.31%
1997-071997-081997-080.14.49%
1998-031998-081998-090.59.39%
1999-011999-021999-020.11.88%
1999-071999-091999-090.24.96%
2000-032002-042004-104.632.23%
2004-122005-012005-030.32.41%
2005-092005-102005-120.33.97%
2006-032006-052006-050.21.33%
2007-052007-072007-090.39.72%
2007-102008-102009-061.712.43%
2009-092009-102009-110.24.36%
2009-122010-022010-030.35.52%
2010-042010-062010-060.26.84%
2010-102010-112010-110.13.76%
2011-052011-092011-100.43.48%
2011-122012-012012-030.33.96%
2012-042012-052012-050.10.99%
2012-072012-082012-120.43.08%
2013-042013-052013-110.68.33%
2014-062014-072014-090.36.67%
2015-012015-112016-021.111.66%
2016-032016-042016-040.10.85%
2016-062016-112017-010.69.58%
2017-052017-062017-060.11.04%
2017-082017-092017-090.12.18%
2017-112018-022018-040.47.60%
2018-082018-092018-100.20.12%
2018-112018-122019-010.23.34%
2019-042019-052019-050.12.46%
2019-062019-072019-070.10.46%
2019-092019-112019-110.22.18%
2020-012020-062021-111.823.19%
2021-122022-022022-020.24.45%
2022-032023-092024-042.114.75%
2024-052024-062024-070.26.95%
2024-092024-102024-100.10.55%
2024-112024-122025-080.87.55%
1989-121991-011991-121992-051993-081995-061998-031998-092000-032004-102007-052007-092007-102009-062011-052011-102012-072012-122013-042013-112015-012016-022016-062017-012017-112018-042020-012021-112022-032024-042024-11−30−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)