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Fidelity Select Energy: (MF: FSENX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$63.62 USD
-0.20 (-0.31%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.05 | 6 |
| 3 months | 15.05 | 6 |
| 6 months | 5.62 | 61 |
| 1 Year | 20.82 | 43 |
| 3 Year | 32.19 | 3 |
| 5 Year | 13.55 | 10 |
| 10 Year | 3.74 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 317.66 |
| Bear Market (10/07 - 2/09) | -56.36 |
| Bull Market (2/09 - 3/21) | 251.58 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 20.82 |
| 5 Year | 13.54 |
| 10 Year | 3.74 |
| Since Inception | 8.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.05 | NA | NA | NA |
| 2023 | -3.88 | -1.00 | 15.54 | -8.19 |
| 2022 | 40.23 | -4.67 | 0.97 | 20.78 |
| 2021 | 27.32 | 12.96 | 1.29 | 6.63 |
| 2020 | -52.25 | 30.28 | -16.77 | 30.35 |
| 2019 | 15.55 | -2.71 | -8.42 | 6.74 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.05 | 0.93 | 63.02 | 55.34 | -32.51 | 9.88 | -24.92 | -2.63 | 33.83 | -20.53 | -12.64 |
| % Total Return Rel to Index | 4.49 | -25.31 | 81.23 | 26.66 | -50.91 | -21.60 | -20.52 | -24.43 | 21.89 | -21.92 | -26.28 |
| % Total Return Rel to Peer | 6.11 | -6.65 | 39.01 | 19.21 | -17.03 | -0.35 | -3.20 | -1.53 | 7.39 | 6.77 | -0.86 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 5.00 | 3.00 | 4.00 | 3.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 1.10 | 1.40 | 0.79 | 0.79 | 0.64 | 0.47 | 0.67 | 0.23 | 0.38 | 0.46 |
| % Yield | 0.00 | 1.91 | 2.40 | 2.16 | 3.31 | 1.72 | 1.38 | 1.45 | 0.48 | 1.05 | 0.91 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.01 | 0.10 | 0.05 | 0.06 | 4.23 |
| Expense Ratio | 0.00 | 0.73 | 0.77 | 0.84 | 0.80 | 0.77 | 0.78 | 0.78 | 0.79 | 0.79 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%