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Fidelity Select Environmental And Alternative Energy Ptf: (MF: FSLEX)
(NASDAQ Mutual Funds) As of Aug 23, 2024 08:00 PM ET
$37.96 USD
+0.78 (2.10%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.22 | 5 |
| 3 months | 10.02 | 3 |
| 6 months | 16.77 | 7 |
| 1 Year | 19.35 | 7 |
| 3 Year | 5.70 | 15 |
| 5 Year | 12.61 | 12 |
| 10 Year | 10.35 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.13 |
| Bear Market (10/07 - 2/09) | -44.06 |
| Bull Market (2/09 - 3/21) | 491.70 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 16.05 |
| 5 Year | 11.15 |
| 10 Year | 9.36 |
| Since Inception | 5.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.55 | 1.41 | NA | NA |
| 2023 | 9.61 | 8.28 | -5.36 | 12.43 |
| 2022 | -8.10 | -19.54 | -2.61 | 2.66 |
| 2021 | 8.89 | 4.50 | 0.89 | 13.59 |
| 2020 | -26.22 | 18.77 | 12.69 | 22.72 |
| 2019 | 15.66 | 3.99 | -3.05 | 8.76 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.22 | 26.28 | -26.07 | 30.41 | 21.18 | 26.82 | -13.43 | 25.24 | 20.71 | -4.58 | 1.86 |
| % Total Return Rel to Index | -2.48 | 0.04 | -7.87 | 1.73 | 2.78 | -4.66 | -9.04 | 3.45 | 8.77 | -5.97 | -11.78 |
| % Total Return Rel to Peer | 10.51 | 16.43 | -17.39 | 9.12 | 4.00 | 5.81 | -1.94 | 12.70 | 10.58 | 4.09 | 1.17 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 2.00 | 3.00 | 1.00 | 1.00 | 3.00 | 3.00 |
| % Dividends | 0.01 | 0.12 | 0.18 | 0.10 | 0.25 | 0.23 | 0.21 | 0.21 | 0.16 | 0.13 | 0.14 |
| % Yield | 0.02 | 0.40 | 0.67 | 0.25 | 0.79 | 0.81 | 0.91 | 0.75 | 0.68 | 0.65 | 0.60 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.66 | 1.64 | 0.35 | 1.16 | 1.46 | 0.13 | 0.43 | 2.74 |
| Expense Ratio | 0.80 | 0.79 | 0.79 | 0.85 | 0.85 | 0.87 | 0.86 | 0.94 | 0.95 | 0.92 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%