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Fidelity Select Financials Port (FIDSX)

12.69 -0.01 (-0.08%)
At close: 8:00 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in securities of companies principally engaged in providing financial services to consumers and industry. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.24%
Worst 1Y Total Return --
Number of Years Up 31
Number of Years Down 11

Performance & Risk

YTD Return 7.31%
5y Average Return 11.80%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FIDSXCategory AverageFIDSXCategory AverageFIDSXCategory Average
Alpha 3.2 -0.05 2.43 -0.02 1.47 0.01
BETA 1.01 0.01 1.17 0.01 1.13 0.01
Mean Annual Return 0.95 0.01 1.34 0.01 1 0.01
R-squared 60.54 0.76 70.68 0.66 68.59 0.67
Standard Deviation 21.48 0.27 24.74 0.22 20.13 0.2
Sharpe Ratio 0.39 0 0.56 0.01 0.52 0.01
Treynor Ratio 6.46 0.08 9.91 0.11 7.83 0.1

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