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Fidelity Select Funds
Fidelity Select Funds Asset Allocation Composite Moderate
Fidelity Select Funds Asset Allocation Composite Moderate
live (public) 0.00% June 29
Delayed
Holdings (As of 04/29/2022)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | CASH | 100.00% |
* Day change on 03/31/2022.
Previous
Beta
Performance (As of 06/29/2022)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Fidelity Select Funds Asset Allocation Composite Moderate | 0.0% | 0.1% | 0.4% | 0.7% | 0.4% | 0.5% |
| VFINX (Vanguard (S&P 500) Index) | 10.9% | 27.8% | 21.8% | 13.7% | 15.4% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 7.0% | 18.6% | 14.5% | 7.6% | 9.6% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.1 | 0.4 | 0.7 | 0.4 | 0.5 | 0.8 | 0.9 | 0.2 | 0.0 | 0.2 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.1 | 0.9 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.05 | 0.19 | 0.24 | 0.13 | NA | NA | 0.1 | 0.0 | 0.02 | 0.05 | 1.02 | 1.99 | 0.6 | 0.58 | 0.0 | 0.18 | 0.41 | 0.61 | 0.02 | 0.56 | 0.09 | 0.15 | 1.01 | 2.79 | 0.96 | 0.31 | 0.0 | 0.01 | 0.01 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Treynor Ratio | NA | -0.12 | -1.37 | -2.23 | -1.42 | NA | NA | -1.35 | 0.0 | 0.06 | -0.27 | 71.44 | -4.6 | -1.66 | 0.75 | 0.0 | 0.26 | 2.63 | -1.83 | 0.23 | 15.49 | -1.18 | -11.07 | -20.97 | -138.15 | 2.2 | 0.47 | 0.05 | -0.12 | -0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Yield(%) | N/A | 0.2 | 0.4 | 0.7 | 0.4 | 0.5 | 0.9 | 0.9 | 0.2 | 0.0 | 0.2 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.1 | 0.9 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | 473.2 | -61.1 | 555.2 | -61.5 | N/A | N/A | N/A | 828.6 | -89.8 | -83.3 | 7.7 | 111.4 | 206.6 | 623.8 | 81.6 | -52.7 | -37.7 | 76.3 | -65.4 | -7.3 | -89.7 | -68.3 | -5.3 | 53.8 | 133.5 | 37.8 | -36.8 | -51.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to Fidelity Select Funds
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