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Fidelity Select Health Care: (MF: FSPHX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$28.39 USD
+0.03 (0.11%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.81 | 77 |
| 3 months | 6.81 | 77 |
| 6 months | 15.61 | 68 |
| 1 Year | 10.58 | 83 |
| 3 Year | 2.08 | 75 |
| 5 Year | 9.78 | 42 |
| 10 Year | 10.48 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 85.57 |
| Bear Market (10/07 - 2/09) | -39.99 |
| Bull Market (2/09 - 3/21) | 935.55 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 10.58 |
| 5 Year | 9.77 |
| 10 Year | 10.48 |
| Since Inception | 14.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.81 | NA | NA | NA |
| 2023 | 0.57 | 2.62 | -6.80 | 8.24 |
| 2022 | -8.75 | -12.19 | 2.40 | 6.27 |
| 2021 | 1.67 | 6.89 | -1.28 | 3.94 |
| 2020 | -11.04 | 22.06 | 4.87 | 9.27 |
| 2019 | 10.93 | 2.24 | -5.11 | 22.13 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.81 | 4.12 | -12.81 | 11.51 | 24.43 | 31.43 | 7.42 | 24.01 | -10.67 | 6.57 | 32.88 |
| % Total Return Rel to Index | -3.74 | -22.11 | 5.39 | -17.16 | 6.03 | -0.05 | 11.81 | 2.21 | -22.61 | 5.18 | 19.23 |
| % Total Return Rel to Peer | -1.39 | -1.64 | -3.39 | 2.82 | 3.16 | 4.75 | 7.30 | 1.89 | 0.10 | -0.85 | 7.20 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 3.00 | 2.00 | 2.00 | 1.00 | 2.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.04 | 0.18 | 0.03 | 0.03 | 0.03 | 0.02 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.11 | 0.50 | 0.10 | 0.13 | 0.15 | 0.12 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.59 | 2.89 | 3.40 | 0.35 | 1.96 | 0.50 | 0.09 | 2.41 | 3.00 |
| Expense Ratio | 0.00 | 0.68 | 0.67 | 0.69 | 0.70 | 0.71 | 0.72 | 0.73 | 0.72 | 0.74 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%