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Fidelity Select Construction And Housing Portfolio: (MF: FSHOX)
(NASDAQ Mutual Funds) As of Sep 26, 2023 08:00 PM ET
$91.96 USD
-1.33 (-1.43%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2023
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.30 | 13 |
| 3 months | 15.80 | 1 |
| 6 months | 13.50 | 3 |
| 1 Year | 25.80 | 1 |
| 3 Year | 17.18 | 6 |
| 5 Year | 17.23 | 1 |
| 10 Year | 15.00 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 123.16 |
| Bear Market (10/07 - 2/09) | -50.24 |
| Bull Market (2/09 - 3/21) | 1,217.20 |
Load Adjusted Returns as of Aug 31, 2023
| 1 Year | 32.85 |
| 5 Year | 17.37 |
| 10 Year | 14.34 |
| Since Inception | 12.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2023 | 5.07 | 12.63 | NA | NA |
| 2022 | -19.65 | -14.34 | 1.38 | 10.71 |
| 2021 | 19.18 | 6.11 | 1.47 | 22.75 |
| 2020 | -25.73 | 32.94 | 15.88 | 9.78 |
| 2019 | 18.10 | 7.17 | 8.62 | 2.58 |
| 2018 | -6.61 | 3.53 | 2.68 | -14.96 |
Annual Return
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.30 | -22.75 | 57.55 | 25.59 | 41.05 | -15.57 | 26.13 | 5.05 | 6.91 | 15.74 | 21.25 |
| % Total Return Rel to Index | 2.60 | -4.54 | 28.86 | 7.19 | 9.56 | -11.18 | 4.34 | -6.88 | 5.52 | 2.09 | -11.13 |
| % Total Return Rel to Peer | 13.27 | -14.06 | 36.25 | 8.41 | 20.03 | -4.08 | 13.59 | -5.08 | 15.59 | 15.05 | 1.28 |
| % Perf Quintile vs Peer* | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 4.00 | 1.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.65 | 0.52 | 0.60 | 0.59 | 0.55 | 0.30 | 0.45 | 0.22 | 0.28 | 0.30 |
| % Yield | 0.63 | 0.76 | 0.44 | 0.77 | 0.87 | 0.97 | 0.39 | 0.72 | 0.36 | 0.44 | 0.49 |
| Capital Gains ($) | 0.00 | 0.00 | 5.36 | 2.83 | 4.30 | 6.93 | 8.53 | 1.67 | 1.66 | 6.27 | 4.14 |
| Expense Ratio | 0.76 | 0.75 | 0.77 | 0.79 | 0.79 | 0.79 | 0.79 | 0.80 | 0.82 | 0.81 | 0.86 |
* 1 = Top 20%, 5 = Bottom 20%