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P Composite Momentum Scoring Fidelity Select Funds
P Composite Momentum Scoring Fidelity Select Funds
live (public) 2.18% April 23
Use MPIQ composite market indicator to decide stock exposure. Investors can choose a FUAMX (Fidelity Interm Term Tres Bond Index)as VFITX substitute.
P Composite Momentum Scoring Industries ETFs is an ETF alternative portfolio
Delayed
Holdings (As of 02/29/2024)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset0 | FSELX (SEMICONDUCTORS PORTFOLIO SEMICONDUCTORS PORTFOLIO) | 2.45% | 50.00% |
| Asset1 | FSCSX (SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO) | 0.86% | 50.00% |
* Day change on 02/29/2024.
Previous
Performance (As of 04/23/2024)
Since 12/31/1996
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P Composite Momentum Scoring Fidelity Select Funds | 6.3% | 31.9% | 13.1% | 18.6% | 16.6% | 16.4% |
| VFINX (Vanguard (S&P 500) Index) | 6.7% | 24.4% | 8.2% | 13.6% | 12.4% | 14.7% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.6% | 12.8% | 2.5% | 7.6% | 7.6% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 6.3 | 31.9 | 13.1 | 18.6 | 16.6 | 16.4 | 16.7 | 16.5 | 19.0 | 6.6 | 21.2 | 36.4 | 14.9 | -1.7 | 18.8 | 22.6 | 8.5 | 11.1 | 32.8 | 22.4 | -10.4 | 15.4 | 31.7 | 0.9 | 25.9 | 15.7 | 40.2 | 9.1 | 28.8 | -4.4 | -7.9 | 0.4 | 87.8 | 19.3 | 15.8 | 0.0 |
| Sharpe Ratio | NA | 0.22 | 1.28 | 0.41 | 0.62 | 0.68 | NA | NA | 0.67 | 0.68 | 0.15 | 0.97 | 1.02 | 1.04 | -0.17 | 1.42 | 1.09 | 0.43 | 0.61 | 1.99 | 1.39 | -0.42 | 0.71 | 1.28 | 0.15 | 1.08 | 0.57 | 1.99 | 0.47 | 1.55 | -0.57 | -1.06 | -0.08 | 2.64 | 0.67 | 0.55 | NA |
| Draw Down(%) | NA | 13.0 | 16.8 | 29.0 | 30.3 | 30.3 | NA | NA | 40.6 | 16.8 | 29.0 | 10.6 | 30.3 | 10.9 | 20.7 | 6.7 | 10.2 | 16.8 | 15.0 | 8.3 | 13.3 | 26.2 | 15.2 | 13.3 | 0.0 | 14.3 | 22.3 | 14.4 | 14.0 | 10.9 | 10.2 | 13.7 | 40.6 | 13.3 | 33.9 | 20.8 | 0.0 |
| Standard Deviation(%) | NA | 23.9 | 22.0 | 26.5 | 27.3 | 22.9 | NA | NA | 22.5 | 21.8 | 34.5 | 21.9 | 35.7 | 12.9 | 18.2 | 12.8 | 20.6 | 19.9 | 18.3 | 16.5 | 16.1 | 24.6 | 21.6 | 24.7 | 0.0 | 21.3 | 21.6 | 19.1 | 17.3 | 18.2 | 9.7 | 9.7 | 44.9 | 32.0 | 23.8 | 22.3 | NA |
| Treynor Ratio | NA | 0.03 | 0.2 | 0.12 | 0.19 | 0.17 | NA | NA | 0.22 | 0.14 | 0.07 | 0.17 | 0.41 | 0.26 | -0.03 | 0.12 | 0.32 | 0.08 | 0.09 | 0.25 | 0.21 | -0.12 | 0.16 | 0.81 | -9.99 | 0.21 | 0.09 | 0.32 | 0.07 | 0.52 | -0.86 | -1.72 | -0.03 | 0.66 | 0.17 | 0.13 | NA |
| Alpha | NA | -0.03 | 0.01 | 0.03 | 0.03 | 0.02 | NA | NA | 0.04 | -0.02 | 0.1 | -0.04 | 0.07 | 0.0 | 0.01 | -0.04 | 0.06 | 0.03 | -0.02 | -0.03 | 0.02 | -0.05 | 0.01 | 0.08 | 0.0 | 0.07 | -0.01 | 0.12 | -0.01 | 0.05 | -0.01 | -0.04 | 0.08 | 0.17 | -0.02 | -0.05 | NA |
| Beta | NA | 1.82 | 1.37 | 0.93 | 0.91 | 0.91 | NA | NA | 0.68 | 1.09 | 0.79 | 1.25 | 0.89 | 0.53 | 0.95 | 1.46 | 0.7 | 1.05 | 1.2 | 1.3 | 1.04 | 0.89 | 0.97 | 0.39 | 0.0 | 1.1 | 1.38 | 1.18 | 1.16 | 0.54 | 0.06 | 0.06 | 1.23 | 1.29 | 0.95 | 0.94 | NA |
| RSquared | NA | 0.75 | 0.54 | 0.37 | 0.5 | 0.5 | NA | NA | 0.35 | 0.42 | 0.31 | 0.56 | 0.75 | 0.26 | 0.79 | 0.58 | 0.2 | 0.67 | 0.56 | 0.76 | 0.69 | 0.71 | 0.66 | 0.18 | 0.0 | 0.69 | 0.41 | 0.41 | 0.55 | 0.26 | 0.03 | 0.02 | 0.37 | 0.54 | 0.68 | 0.6 | NA |
| Sortino Ratio | NA | 0.32 | 1.94 | 0.56 | 0.85 | 0.93 | NA | NA | 0.92 | 0.98 | 0.2 | 1.36 | 1.36 | 1.45 | -0.22 | 1.9 | 1.55 | 0.57 | 0.84 | 2.92 | 2.01 | -0.55 | 0.98 | 1.84 | 6788.46 | 1.46 | 0.81 | 2.82 | 0.68 | 2.27 | -0.69 | -1.27 | -0.11 | 3.92 | 0.87 | 0.73 | NA |
| Yield(%) | N/A | 0.0 | 4.38 | 3.8 | 4.09 | 5.96 | N/A | N/A | 4.71 | 4.53 | 2.57 | 5.06 | 5.53 | 8.64 | 7.13 | 11.96 | 2.4 | 4.99 | 8.68 | 7.11 | 4.46 | 1.05 | 1.22 | 1.12 | 0.93 | 6.98 | 9.09 | 11.52 | 0.66 | 2.11 | 1.42 | 1.66 | 7.67 | 2.93 | 2.43 | 3.42 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1996
Strategies
| Asset Strategy | Composite Momentum Scoring |
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