Fidelity Select Banking Portfolio: (MF: FSRBX)
(NASDAQ Mutual Funds) As of Apr 25, 2025 08:00 PM ET
$27.74 USD
-0.19 (-0.68%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -4.84 | 77 |
3 months | -4.84 | 77 |
6 months | 4.01 | 61 |
1 Year | 16.60 | 62 |
3 Year | 6.27 | 48 |
5 Year | 20.35 | 37 |
10 Year | 8.78 | 39 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 53.43 |
Bear Market (10/07 - 2/09) | -66.58 |
Bull Market (2/09 - 3/21) | 743.31 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 16.60 |
5 Year | 20.34 |
10 Year | 8.78 |
Since Inception | 9.59 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -4.84 | NA | NA | NA |
2024 | 6.18 | 0.33 | 11.72 | 9.31 |
2023 | -14.51 | -1.48 | 1.75 | 26.57 |
2022 | -2.18 | -14.96 | 0.16 | 4.91 |
2021 | 26.59 | 1.74 | 4.08 | 3.17 |
2020 | -43.50 | 15.74 | -3.55 | 39.27 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -4.84 | 30.10 | 8.46 | -12.58 | 38.32 | -12.16 | 35.57 | -18.27 | 12.67 | 26.84 | 0.65 |
% Total Return Rel to Index | -0.57 | 5.08 | -17.78 | 5.61 | 9.64 | -30.56 | 4.08 | -13.87 | -9.11 | 14.90 | -0.73 |
% Total Return Rel to Peer | -3.49 | 4.03 | -3.32 | 5.10 | 4.23 | -9.14 | 7.30 | -2.08 | -2.95 | 8.10 | 1.12 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 2.00 | 5.00 | 1.00 | 4.00 | 4.00 | 2.00 | 2.00 |
% Dividends | 0.00 | 0.73 | 0.74 | 0.67 | 0.54 | 0.55 | 0.52 | 0.54 | 0.33 | 0.24 | 0.28 |
% Yield | 0.00 | 2.23 | 2.77 | 2.56 | 1.72 | 2.25 | 1.73 | 1.81 | 0.88 | 0.73 | 1.01 |
Capital Gains ($) | 0.00 | 0.66 | 0.60 | 0.83 | 0.46 | 1.37 | 1.14 | 6.72 | 0.57 | 0.00 | 1.16 |
Expense Ratio | 0.00 | 0.71 | 0.74 | 0.73 | 0.79 | 0.77 | 0.76 | 0.77 | 0.79 | 0.79 | 0.79 |
* 1 = Top 20%, 5 = Bottom 20%