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Fidelity Select Brokerage & Investment Mgt Pt.: (MF: FSLBX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$141.58 USD
+2.45 (1.76%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.31 | 50 |
| 3 months | 9.31 | 50 |
| 6 months | 30.73 | 10 |
| 1 Year | 38.00 | 7 |
| 3 Year | 13.43 | 1 |
| 5 Year | 19.29 | 1 |
| 10 Year | 11.59 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 189.16 |
| Bear Market (10/07 - 2/09) | -59.94 |
| Bull Market (2/09 - 3/21) | 757.75 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 38.00 |
| 5 Year | 19.28 |
| 10 Year | 11.59 |
| Since Inception | 11.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.31 | NA | NA | NA |
| 2023 | 1.19 | 3.65 | 1.83 | 19.59 |
| 2022 | -7.67 | -19.82 | -0.90 | 12.43 |
| 2021 | 10.96 | 12.83 | 3.14 | 8.87 |
| 2020 | -20.86 | 23.47 | 2.77 | 22.05 |
| 2019 | 8.17 | 7.07 | 1.95 | 11.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.31 | 27.75 | -17.52 | 40.61 | 22.57 | 31.61 | -15.02 | 29.94 | 6.70 | -9.71 | 5.23 |
| % Total Return Rel to Index | -1.24 | 1.50 | 0.67 | 11.93 | 4.17 | 0.12 | -10.63 | 8.14 | -5.23 | -11.10 | -8.41 |
| % Total Return Rel to Peer | 2.54 | 15.96 | 0.16 | 6.52 | 25.59 | 3.34 | 1.16 | 14.31 | -12.03 | -9.23 | 0.68 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 1.00 | 2.00 | 2.00 | 1.00 | 4.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 1.64 | 1.82 | 0.82 | 1.06 | 0.98 | 0.96 | 0.81 | 0.83 | 0.73 | 0.82 |
| % Yield | 0.00 | 1.18 | 1.64 | 0.59 | 1.05 | 1.13 | 1.34 | 0.90 | 1.18 | 1.05 | 1.03 |
| Capital Gains ($) | 0.00 | 0.00 | 0.41 | 1.01 | 1.88 | 2.46 | 4.96 | 4.87 | 0.01 | 3.34 | 1.72 |
| Expense Ratio | 0.00 | 0.76 | 0.74 | 0.76 | 0.77 | 0.77 | 0.78 | 0.80 | 0.78 | 0.79 | 0.82 |
* 1 = Top 20%, 5 = Bottom 20%