- 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% |

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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% |
Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | 1980 | 1979 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | P Composite M...ity FSUTX | 0.74 | 10.12 | 6.85 | 10.05 | 8.47 | 10.77 | 11.19 | 12.23 | 1.34 | 24.71 | -2.51 | 2.26 | 16.44 | -6.07 | 22.66 | 8.58 | 17.96 | 14.00 | -10.89 | 21.66 | 20.61 | 7.03 | 13.09 | 10.94 | 22.99 | -5.20 | 18.13 | 30.08 | 9.36 | 24.22 | 22.18 | -12.93 | 4.61 | -13.48 | 25.95 | 43.14 | 30.38 | 11.39 | 34.38 | -7.42 | 12.44 | 10.58 | 18.56 | -3.43 | 39.01 | 6.94 | 2.11 | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | 1.89 | 14.28 | 14.25 | 15.80 | 12.73 | 14.07 | 10.35 | 10.55 | 1.00 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
Sharpe Ratio | P Composite M...ity FSUTX | NA | 0.94 | 0.30 | 0.54 | 0.43 | NA | NA | 0.67 | 0.33 | 1.29 | -0.37 | 0.04 | 1.09 | -0.16 | 1.95 | 0.52 | 1.91 | 0.89 | -0.65 | 1.68 | 1.73 | 0.70 | 0.71 | 0.70 | 1.67 | -0.54 | 0.82 | 2.71 | 0.63 | 2.05 | 1.81 | -1.17 | 0.18 | -0.67 | 1.32 | 2.33 | 1.87 | 0.66 | 3.54 | -1.05 | 1.34 | 1.45 | 2.18 | -1.25 | 4.28 | 0.41 | -3.53 | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 0.65 | 0.77 | 0.77 | 0.65 | NA | NA | 0.45 | 0.39 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
Standard Deviation(%) | P Composite M...ity FSUTX | NA | 16.58 | 17.77 | 17.48 | 19.17 | NA | NA | 14.77 | 17.15 | 16.30 | 16.76 | 21.55 | 15.12 | 38.62 | 10.86 | 13.89 | 9.06 | 15.51 | 16.76 | 12.89 | 11.89 | 9.91 | 18.35 | 15.57 | 13.74 | 11.39 | 18.32 | 9.84 | 11.31 | 11.32 | 11.83 | 12.02 | 12.08 | 26.51 | 17.11 | 17.05 | 14.25 | 11.74 | 8.59 | 10.03 | 7.69 | 5.58 | 6.73 | 7.14 | 7.72 | 4.97 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 19.49 | 16.97 | 17.37 | 18.46 | NA | NA | 18.09 | 22.57 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
Draw Down(%) | P Composite M...ity FSUTX | NA | 12.01 | 21.94 | 21.94 | 37.61 | NA | NA | 37.61 | 9.46 | 9.52 | 17.03 | 18.48 | 8.21 | 37.61 | 4.42 | 8.69 | 5.59 | 12.13 | 18.55 | 8.49 | 11.09 | 8.12 | 14.63 | 9.13 | 7.80 | 13.40 | 13.47 | 5.66 | 9.49 | 6.17 | 9.26 | 18.70 | 12.80 | 27.49 | 8.75 | 12.56 | 9.30 | 9.41 | 2.96 | 10.44 | 8.28 | 6.50 | 3.61 | 10.68 | 4.04 | 3.48 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
Yield(%) | P Composite M...ity FSUTX | NA | 5.52 | 3.23 | 2.84 | 3.54 | NA | NA | 0.00 | 1.81 | 4.51 | 2.04 | 1.69 | 1.91 | 2.31 | 2.79 | 8.61 | 6.30 | 2.80 | 3.82 | 8.70 | 2.93 | 1.19 | 2.34 | 2.66 | 4.71 | 3.67 | 2.18 | 1.47 | 2.33 | 1.89 | 2.94 | 4.76 | 5.35 | 10.51 | 16.63 | 17.07 | 18.37 | 9.89 | 2.54 | 4.66 | 15.82 | 8.16 | 4.73 | 7.45 | 3.15 | 7.71 | 2.11 | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | 0.00 | 1.33 | 1.60 | 1.93 | 2.72 | 4.25 | 3.44 | 16.47 | 0.60 | 1.41 | 1.69 | 1.26 | 1.48 | 2.12 | 2.28 | 1.81 | 2.00 | 2.14 | 1.97 | 1.96 | 2.19 | 2.30 | 1.92 | 1.88 | 2.45 | 1.88 | 1.91 | 1.83 | 1.79 | 1.91 | 1.71 | 1.28 | 1.08 | 0.97 | 2.11 | 1.93 | 2.77 | 2.64 | 3.14 | 3.13 | 3.83 | 3.10 | 5.86 | 3.71 | 4.46 | 4.31 | 2.79 | 3.90 | 4.71 | 4.49 | 5.04 | 5.34 | 4.64 | 5.79 | 0.00 |
Data as of 05/30/2025, AR inception is 06/30/1987
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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 Date | Trough Date | Full Recovered Date | Duration of drawdown (year) | Maximum Drawdown (%) |
---|---|---|---|---|
1988-06 | 1988-08 | 1988-08 | 0.2 | 0.47% |
1988-10 | 1988-12 | 1988-12 | 0.2 | 0.42% |
1989-01 | 1989-02 | 1989-02 | 0.1 | 0.63% |
1989-09 | 1989-10 | 1989-10 | 0.1 | 0.43% |
1989-12 | 1990-08 | 1991-01 | 1.1 | 8.91% |
1991-03 | 1991-06 | 1991-06 | 0.3 | 1.64% |
1991-12 | 1992-03 | 1992-05 | 0.4 | 4.79% |
1992-07 | 1992-08 | 1992-08 | 0.1 | 0.05% |
1992-09 | 1992-10 | 1992-10 | 0.1 | 0.03% |
1993-03 | 1993-04 | 1993-05 | 0.2 | 0.55% |
1993-08 | 1994-11 | 1995-06 | 1.8 | 13.76% |
1996-01 | 1996-03 | 1996-03 | 0.2 | 3.18% |
1996-06 | 1996-07 | 1996-09 | 0.3 | 4.37% |
1997-02 | 1997-03 | 1997-04 | 0.2 | 5.31% |
1997-07 | 1997-08 | 1997-08 | 0.1 | 4.49% |
1998-03 | 1998-08 | 1998-09 | 0.5 | 9.39% |
1999-01 | 1999-02 | 1999-02 | 0.1 | 1.88% |
1999-07 | 1999-09 | 1999-09 | 0.2 | 4.96% |
2000-03 | 2002-04 | 2004-10 | 4.6 | 32.23% |
2004-12 | 2005-01 | 2005-03 | 0.3 | 2.41% |
2005-09 | 2005-10 | 2005-12 | 0.3 | 3.97% |
2006-03 | 2006-05 | 2006-05 | 0.2 | 1.33% |
2007-05 | 2007-07 | 2007-09 | 0.3 | 9.72% |
2007-10 | 2008-10 | 2009-06 | 1.7 | 12.43% |
2009-09 | 2009-10 | 2009-11 | 0.2 | 4.36% |
2009-12 | 2010-02 | 2010-03 | 0.3 | 5.52% |
2010-04 | 2010-06 | 2010-06 | 0.2 | 6.84% |
2010-10 | 2010-11 | 2010-11 | 0.1 | 3.76% |
2011-05 | 2011-09 | 2011-10 | 0.4 | 3.48% |
2011-12 | 2012-01 | 2012-03 | 0.3 | 3.96% |
2012-04 | 2012-05 | 2012-05 | 0.1 | 0.99% |
2012-07 | 2012-08 | 2012-12 | 0.4 | 3.08% |
2013-04 | 2013-05 | 2013-11 | 0.6 | 8.33% |
2014-06 | 2014-07 | 2014-09 | 0.3 | 6.67% |
2015-01 | 2015-11 | 2016-02 | 1.1 | 11.66% |
2016-03 | 2016-04 | 2016-04 | 0.1 | 0.85% |
2016-06 | 2016-11 | 2017-01 | 0.6 | 9.58% |
2017-05 | 2017-06 | 2017-06 | 0.1 | 1.04% |
2017-08 | 2017-09 | 2017-09 | 0.1 | 2.18% |
2017-11 | 2018-02 | 2018-04 | 0.4 | 7.60% |
2018-08 | 2018-09 | 2018-10 | 0.2 | 0.12% |
2018-11 | 2018-12 | 2019-01 | 0.2 | 3.34% |
2019-04 | 2019-05 | 2019-05 | 0.1 | 2.46% |
2019-06 | 2019-07 | 2019-07 | 0.1 | 0.46% |
2019-09 | 2019-11 | 2019-11 | 0.2 | 2.18% |
2020-01 | 2020-06 | 2021-11 | 1.8 | 23.19% |
2021-12 | 2022-02 | 2022-02 | 0.2 | 4.45% |
2022-03 | 2023-09 | 2024-04 | 2.1 | 14.75% |
2024-05 | 2024-06 | 2024-07 | 0.2 | 6.95% |
2024-09 | 2024-10 | 2024-10 | 0.1 | 0.55% |
2024-11 | 2024-12 | 2025-08 | 0.8 | 7.55% |