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P Composite Momentum Market Utility FSUTX
P Composite Momentum Market Utility FSUTX
live (public) 1.01% May 03
MPIQ Indicator for FSUTX (Fidelity Select Utility Fund)
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
STOCKS | FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) | 0.86% | 99.10% |
CASH | CASH (CASH) | 0.0% | 0.90% |
* Day change on 03/28/2024.
Performance (As of 05/03/2024)
Since 06/30/1987
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P Composite Momentum Market Utility FSUTX | 11.0% | 11.8% | 5.0% | 8.6% | 8.0% | 10.2% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 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 06/30/1987 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.2 | 11.0 | 11.8 | 5.0 | 8.6 | 8.0 | 10.2 | 11.2 | 12.3 | 3.5 | -8.8 | 17.6 | 10.3 | 22.7 | 8.6 | 18.0 | 4.3 | -10.4 | 21.7 | 20.6 | 7.0 | 13.1 | 3.4 | 18.1 | -4.6 | 18.1 | 30.1 | 9.4 | 24.2 | 22.2 | 8.4 | 8.3 | 5.4 | 26.0 | 23.0 | 30.4 | 11.4 | 30.8 | -10.7 | 12.4 | 10.6 | 21.0 | -8.2 | 39.0 | 6.9 | 2.1 |
Sharpe Ratio | NA | 0.61 | 0.51 | 0.18 | 0.5 | 0.52 | NA | NA | 0.84 | -0.05 | -0.73 | 1.17 | 0.84 | 1.96 | 0.52 | 1.91 | 0.31 | -0.76 | 1.68 | 1.73 | 0.7 | 0.71 | 0.29 | 1.51 | -0.54 | 0.83 | 2.73 | 0.64 | 2.06 | 1.82 | 1.73 | 1.2 | 0.06 | 1.33 | 1.35 | 1.88 | 0.67 | 3.18 | -2.0 | 1.35 | 1.47 | 2.43 | -1.9 | 4.31 | 0.46 | 1.9 |
Draw Down(%) | NA | 7.9 | 15.1 | 24.7 | 24.7 | 24.7 | NA | NA | 24.7 | 15.1 | 20.2 | 8.2 | 16.7 | 4.4 | 8.7 | 5.6 | 12.1 | 14.1 | 8.5 | 11.1 | 8.1 | 14.6 | 9.1 | 7.8 | 12.8 | 13.5 | 5.7 | 9.5 | 6.2 | 9.3 | 2.5 | 3.4 | 18.0 | 8.7 | 12.8 | 9.3 | 9.4 | 3.0 | 12.9 | 8.3 | 6.5 | 3.6 | 12.7 | 4.0 | 3.5 | 0.0 |
Standard Deviation(%) | NA | 15.9 | 15.6 | 14.7 | 13.9 | 13.3 | NA | NA | 12.2 | 15.6 | 13.9 | 15.0 | 12.0 | 10.9 | 13.9 | 9.1 | 13.3 | 13.8 | 12.9 | 11.9 | 9.9 | 18.4 | 11.6 | 12.0 | 10.2 | 18.3 | 9.8 | 11.3 | 11.3 | 11.8 | 4.2 | 5.0 | 24.4 | 17.1 | 14.6 | 14.3 | 11.7 | 8.5 | 6.8 | 7.7 | 5.6 | 7.1 | 7.1 | 7.7 | 5.0 | 0.0 |
Treynor Ratio | NA | 0.25 | 0.18 | 0.08 | 0.35 | 0.28 | NA | NA | 0.36 | -0.01 | -0.37 | 0.28 | 2.71 | 0.65 | 0.22 | 0.6 | 0.16 | -0.26 | 0.3 | 0.26 | 0.14 | 0.19 | 0.09 | 1.45 | 1.99 | 0.17 | 0.36 | 0.08 | 0.29 | 0.78 | -0.91 | -1.45 | 0.02 | 0.31 | 0.46 | 0.42 | 0.1 | 0.36 | -0.32 | 0.19 | 0.23 | 0.48 | -0.43 | 0.65 | 0.18 | -5.51 |
Alpha | NA | 0.08 | 0.0 | 0.0 | 0.02 | 0.02 | NA | NA | 0.03 | -0.04 | -0.02 | 0.0 | 0.04 | 0.04 | 0.04 | 0.04 | 0.01 | -0.04 | 0.04 | -0.01 | 0.0 | 0.04 | -0.01 | 0.06 | -0.02 | 0.05 | 0.06 | 0.02 | 0.05 | 0.05 | 0.02 | 0.02 | 0.05 | 0.03 | 0.03 | 0.03 | -0.02 | 0.01 | -0.05 | 0.02 | 0.02 | 0.03 | -0.04 | 0.07 | 0.0 | 0.0 |
Beta | NA | 0.4 | 0.46 | 0.36 | 0.2 | 0.25 | NA | NA | 0.28 | 0.49 | 0.27 | 0.62 | 0.04 | 0.32 | 0.34 | 0.29 | 0.26 | 0.41 | 0.71 | 0.8 | 0.48 | 0.69 | 0.36 | 0.12 | -0.03 | 0.9 | 0.74 | 0.89 | 0.81 | 0.28 | -0.08 | -0.04 | 0.77 | 0.74 | 0.42 | 0.63 | 0.76 | 0.75 | 0.42 | 0.56 | 0.35 | 0.36 | 0.31 | 0.51 | 0.13 | 0.0 |
RSquared | NA | 0.09 | 0.12 | 0.18 | 0.09 | 0.11 | NA | NA | 0.19 | 0.17 | 0.22 | 0.3 | 0.01 | 0.14 | 0.17 | 0.05 | 0.07 | 0.21 | 0.4 | 0.56 | 0.39 | 0.78 | 0.32 | 0.08 | 0.01 | 0.62 | 0.57 | 0.65 | 0.62 | 0.16 | 0.24 | 0.03 | 0.49 | 0.62 | 0.35 | 0.66 | 0.59 | 0.47 | 0.38 | 0.41 | 0.39 | 0.56 | 0.5 | 0.75 | 0.19 | 0.02 |
Sortino Ratio | NA | 0.91 | 0.71 | 0.25 | 0.69 | 0.71 | NA | NA | 1.18 | -0.06 | -0.97 | 1.63 | 1.12 | 2.83 | 0.7 | 2.89 | 0.4 | -0.98 | 2.49 | 2.56 | 1.03 | 1.0 | 0.39 | 2.23 | -0.69 | 1.09 | 4.4 | 0.88 | 3.06 | 2.75 | 2.58 | 1.8 | 0.08 | 2.08 | 1.84 | 2.71 | 0.96 | 5.45 | -2.44 | 1.93 | 2.16 | 3.97 | -2.27 | 6.36 | 0.66 | NA |
Yield(%) | N/A | 3.75 | 5.82 | 5.09 | 4.29 | 4.65 | N/A | N/A | 5.72 | 4.07 | 4.61 | 3.15 | 3.57 | 2.79 | 8.61 | 6.3 | 3.16 | 2.57 | 8.7 | 2.93 | 1.19 | 2.34 | 3.58 | 4.95 | 4.04 | 2.18 | 1.47 | 2.33 | 1.89 | 2.94 | 5.95 | 6.5 | 2.12 | 16.63 | 14.99 | 18.37 | 9.89 | 2.48 | 0.0 | 15.82 | 8.16 | 8.69 | 2.35 | 3.15 | 7.71 | 2.11 |
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 | 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 06/30/1987
Strategies
Asset Strategy | MPIQ One Indicator |