Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FNARX (Fidelity Natural Resources Fund) | 12.36% | 2.02% | 14.25% | 22.57% | 5.94% | 6.06% | 6.29% | 7.89% |
Data as of 06/30/2025, AR inception is 05/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNARX (Fidelity Natural Resources Fund) | 05/20/1999 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 2.02 | 14.25 | 22.57 | 5.94 | 6.06 | 6.29 | 7.89 | 12.36 | 3.76 | 6.41 | 41.01 | 39.34 | -20.86 | 19.09 | -24.25 | -0.11 | 30.26 | -21.65 | -11.99 | 17.49 | 3.35 | -9.25 | 23.04 | 51.74 | -52.39 | 50.08 | 19.10 | 46.05 | 23.57 | 29.48 | -11.73 | -11.36 | 30.42 | 10.38 |
| Sharpe Ratio | NA | -0.07 | 0.39 | 0.80 | 0.15 | NA | NA | 0.22 | 0.95 | 0.01 | 0.12 | 1.10 | 1.48 | -0.43 | 0.98 | -1.17 | -0.04 | 1.01 | -0.83 | -0.56 | 1.05 | 0.16 | -0.27 | 0.88 | 1.19 | -0.75 | 1.99 | 0.61 | 1.87 | 1.34 | 1.92 | -0.50 | -0.64 | 1.05 | 0.63 |
| Standard Deviation(%) | NA | 21.78 | 24.51 | 26.73 | 28.41 | NA | NA | 29.38 | 25.38 | 17.27 | 22.91 | 36.21 | 26.49 | 49.38 | 18.00 | 22.04 | 17.39 | 29.69 | 26.13 | 21.53 | 16.58 | 20.76 | 34.52 | 26.15 | 43.33 | 70.53 | 23.69 | 25.89 | 23.42 | 16.79 | 14.99 | 25.90 | 21.95 | 24.86 | 21.86 |
| Draw Down(%) | NA | 18.79 | 20.64 | 29.93 | 64.10 | NA | NA | 70.83 | 16.94 | 15.18 | 15.74 | 29.93 | 16.71 | 57.44 | 14.48 | 34.29 | 21.91 | 16.46 | 31.57 | 32.72 | 9.42 | 24.43 | 34.38 | 19.94 | 24.60 | 69.45 | 14.45 | 21.18 | 14.28 | 7.72 | 9.07 | 28.74 | 28.10 | 11.28 | 14.91 |
| Yield(%) | 0.00 | 1.51 | 2.12 | 3.32 | 1.49 | 2.17 | 2.97 | 4.96 | 0.17 | 1.54 | 1.74 | 3.27 | 1.99 | 1.39 | 1.64 | 0.90 | 1.33 | 0.80 | 0.60 | 5.56 | 2.95 | 0.27 | 0.92 | 0.64 | 0.58 | 1.21 | 5.69 | 4.02 | 5.90 | 2.45 | 0.00 | 0.16 | 2.83 | 8.58 | 0.00 |
Data as of 06/30/2025, AR inception is 05/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNARX (Fidelity Natural Resources Fund) |
-21.09%
Mar 2017 - Mar 2020 |
-14.18%
Mar 2015 - Mar 2020 |
-5.53%
Mar 2010 - Mar 2020 |
-0.52%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNARX (Fidelity Natural Resources Fund) |
45.06%
Mar 2020 - Mar 2023 |
34.74%
Jun 2003 - Jun 2008 |
14.40%
Mar 2003 - Mar 2013 |
11.57%
Jun 1999 - Jun 2014 |
Annualized Rolling Returns Comparison Chart