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Fidelity Select Pharmaceuticals: (MF: FPHAX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$27.16 USD
-0.16 (-0.59%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.50 | 1 |
| 3 months | 18.50 | 1 |
| 6 months | 26.70 | 10 |
| 1 Year | 33.76 | 1 |
| 3 Year | 13.24 | 1 |
| 5 Year | 14.00 | 1 |
| 10 Year | 9.98 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 94.35 |
| Bear Market (10/07 - 2/09) | -34.71 |
| Bull Market (2/09 - 3/21) | 772.16 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 33.76 |
| 5 Year | 13.99 |
| 10 Year | 9.98 |
| Since Inception | 9.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 18.50 | NA | NA | NA |
| 2023 | -0.30 | 7.59 | -1.88 | 6.91 |
| 2022 | -0.12 | -2.38 | -6.02 | 7.06 |
| 2021 | 0.71 | 9.63 | -2.37 | 3.71 |
| 2020 | -9.99 | 16.20 | 2.78 | 3.28 |
| 2019 | 11.00 | 1.39 | -0.28 | 17.25 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.50 | 12.52 | -1.91 | 11.80 | 11.04 | 31.59 | 5.81 | 10.68 | -16.27 | 8.18 | 23.81 |
| % Total Return Rel to Index | 7.95 | -13.72 | 16.29 | -16.87 | -7.36 | 0.10 | 10.21 | -11.10 | -28.20 | 6.80 | 10.17 |
| % Total Return Rel to Peer | 10.30 | 6.75 | 7.50 | 3.11 | -10.23 | 4.91 | 5.69 | -11.43 | -5.49 | 0.76 | -1.86 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 1.00 | 3.00 | 5.00 | 2.00 | 1.00 | 5.00 | 5.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.14 | 0.30 | 0.27 | 0.31 | 0.30 | 0.27 | 0.24 | 0.18 | 0.17 | 0.17 |
| % Yield | 0.00 | 0.56 | 1.27 | 1.02 | 1.17 | 1.17 | 1.37 | 1.27 | 1.03 | 0.71 | 0.72 |
| Capital Gains ($) | 0.00 | 1.76 | 0.20 | 2.35 | 1.78 | 1.63 | 0.10 | 0.05 | 0.00 | 2.42 | 2.03 |
| Expense Ratio | 0.00 | 0.73 | 0.75 | 0.76 | 0.77 | 0.79 | 0.80 | 0.79 | 0.77 | 0.79 | 0.82 |
* 1 = Top 20%, 5 = Bottom 20%