Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FIUIX (FIDELITY TELECOM AND UTILITIES FUND FIDELITY TELECOM AND UTILITIES FUND) | 5.85% | 20.11% | 13.96% | 13.13% | 9.74% | 11.41% | 8.90% | 9.42% |
Data as of 06/25/2025, AR inception is 12/22/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIUIX (FIDELITY TELECOM AND UTILITIES FUND FIDELITY TELECOM AND UTILITIES FUND) | 12/22/1987 | 06/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | 20.11 | 13.96 | 13.13 | 9.74 | 11.41 | 8.90 | 9.42 | 5.85 | 30.29 | 3.37 | 5.00 | 7.18 | 2.08 | 22.09 | 3.33 | 10.86 | 17.05 | -5.50 | 13.29 | 20.51 | 10.06 | 11.87 | 16.73 | 11.07 | -34.54 | 10.84 | 30.52 | 9.91 | 21.14 | 20.88 | -26.89 | -15.19 | -20.60 | 26.83 | 28.54 | 31.60 | 11.44 | 30.62 | -5.29 | 15.61 | 10.90 | 21.18 | 1.85 | 25.92 | 14.46 | 0.10 |
| Sharpe Ratio | NA | 1.15 | 0.70 | 0.71 | 0.49 | NA | NA | 0.45 | 0.72 | 1.89 | -0.02 | 0.18 | 0.53 | 0.05 | 2.07 | 0.15 | 1.39 | 1.23 | -0.39 | 1.16 | 1.80 | 1.04 | 0.67 | 1.11 | 0.51 | -0.93 | 0.47 | 2.85 | 0.65 | 1.78 | 1.20 | -1.03 | -0.98 | -0.92 | 1.38 | 1.58 | 2.28 | 0.70 | 3.77 | -1.00 | 1.78 | 1.62 | 2.53 | -0.43 | 2.97 | 1.06 | -0.07 |
| Standard Deviation(%) | NA | 15.50 | 16.12 | 15.81 | 17.14 | NA | NA | 16.14 | 17.33 | 14.15 | 14.82 | 19.85 | 13.61 | 34.16 | 9.98 | 12.82 | 7.38 | 13.66 | 14.01 | 11.44 | 11.37 | 9.68 | 17.79 | 14.92 | 21.51 | 37.88 | 16.43 | 9.55 | 11.72 | 11.36 | 16.74 | 27.21 | 18.27 | 27.02 | 17.04 | 15.84 | 12.17 | 11.07 | 7.07 | 8.39 | 7.51 | 5.15 | 6.80 | 8.42 | 6.74 | 8.98 | 7.78 |
| Draw Down(%) | NA | 9.10 | 16.64 | 16.64 | 33.51 | NA | NA | 66.60 | 8.03 | 7.98 | 13.28 | 16.64 | 7.62 | 33.51 | 4.48 | 9.83 | 4.79 | 12.00 | 13.45 | 8.14 | 10.12 | 7.85 | 14.47 | 8.83 | 23.27 | 44.19 | 11.53 | 4.19 | 10.01 | 9.24 | 16.13 | 44.82 | 27.41 | 33.36 | 8.95 | 15.30 | 8.32 | 9.43 | 2.08 | 10.36 | 7.07 | 6.15 | 2.88 | 10.87 | 3.24 | 5.78 | 1.09 |
| Yield(%) | 0.00 | 6.11 | 6.36 | 6.22 | 6.53 | 8.85 | 7.06 | 11.17 | 1.03 | 7.82 | 7.29 | 3.81 | 5.38 | 3.69 | 7.86 | 9.45 | 6.27 | 3.78 | 3.77 | 3.57 | 2.21 | 2.56 | 2.99 | 2.71 | 3.28 | 2.12 | 1.96 | 1.68 | 1.93 | 2.53 | 2.20 | 1.19 | 1.01 | 18.88 | 14.02 | 8.46 | 15.67 | 6.27 | 6.28 | 8.87 | 5.37 | 7.35 | 6.89 | 7.84 | 9.89 | 5.09 | 0.40 |
Data as of 06/25/2025, AR inception is 12/22/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIUIX (FIDELITY TELECOM AND UTILITIES FUND FIDELITY TELECOM AND UTILITIES FUND) |
-24.83%
Mar 2000 - Mar 2003 |
-8.28%
Mar 2000 - Mar 2005 |
-2.76%
Mar 2000 - Mar 2010 |
2.61%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIUIX (FIDELITY TELECOM AND UTILITIES FUND FIDELITY TELECOM AND UTILITIES FUND) |
34.31%
Mar 1997 - Mar 2000 |
27.05%
Mar 1995 - Mar 2000 |
18.56%
Mar 1990 - Mar 2000 |
11.94%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison Chart