Fidelity Select Construction And Housing Portfolio: (MF: FSHOX)
(NASDAQ Mutual Funds) As of Sep 24, 2024 08:00 PM ET
$131.46 USD
+0.34 (0.26%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 16.91 | 5 |
3 months | 8.77 | 1 |
6 months | 8.50 | 28 |
1 Year | 26.11 | 3 |
3 Year | 11.66 | 1 |
5 Year | 19.93 | 1 |
10 Year | 15.34 | 1 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 123.16 |
Bear Market (10/07 - 2/09) | -50.24 |
Bull Market (2/09 - 3/21) | 1,456.55 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 16.47 |
5 Year | 18.61 |
10 Year | 14.72 |
Since Inception | 12.48 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 14.07 | -7.64 | NA | NA |
2023 | 5.07 | 12.63 | -5.55 | 17.05 |
2022 | -19.65 | -14.34 | 1.38 | 10.71 |
2021 | 19.18 | 6.11 | 1.47 | 22.75 |
2020 | -25.73 | 32.94 | 15.88 | 9.78 |
2019 | 18.10 | 7.17 | 8.62 | 2.58 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 16.91 | 30.84 | -22.75 | 57.55 | 25.59 | 41.05 | -15.57 | 26.13 | 5.05 | 6.91 | 15.74 |
% Total Return Rel to Index | -2.63 | 4.59 | -4.54 | 28.86 | 7.19 | 9.56 | -11.18 | 4.34 | -6.88 | 5.52 | 2.09 |
% Total Return Rel to Peer | 11.53 | 20.99 | -14.06 | 36.25 | 8.41 | 20.03 | -4.08 | 13.59 | -5.08 | 15.59 | 15.05 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 4.00 | 1.00 | 1.00 |
% Dividends | 0.00 | 0.88 | 0.65 | 0.52 | 0.60 | 0.59 | 0.55 | 0.30 | 0.45 | 0.22 | 0.28 |
% Yield | 0.00 | 0.78 | 0.76 | 0.44 | 0.77 | 0.87 | 0.97 | 0.39 | 0.72 | 0.36 | 0.44 |
Capital Gains ($) | 1.11 | 0.00 | 0.00 | 5.36 | 2.83 | 4.30 | 6.93 | 8.53 | 1.67 | 1.66 | 6.27 |
Expense Ratio | 0.76 | 0.76 | 0.75 | 0.77 | 0.79 | 0.79 | 0.79 | 0.79 | 0.80 | 0.82 | 0.81 |
* 1 = Top 20%, 5 = Bottom 20%