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Fidelity Select Portfolio Medical Technology And Devices Portfolio: (MF: FSMEX)
(NASDAQ Mutual Funds) As of Sep 5, 2024 08:00 PM ET
$66.33 USD
-0.10 (-0.15%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.69 | 93 |
| 3 months | -0.12 | 99 |
| 6 months | 1.30 | 99 |
| 1 Year | -1.30 | 91 |
| 3 Year | -6.89 | 95 |
| 5 Year | 6.56 | 88 |
| 10 Year | 12.35 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.47 |
| Bear Market (10/07 - 2/09) | -27.95 |
| Bull Market (2/09 - 3/21) | 797.46 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | -2.14 |
| 5 Year | 6.52 |
| 10 Year | 12.17 |
| Since Inception | 13.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.05 | -5.25 | NA | NA |
| 2023 | 5.01 | 1.16 | -12.47 | 8.20 |
| 2022 | -12.76 | -19.64 | -2.10 | 9.55 |
| 2021 | 2.96 | 10.67 | 6.05 | 2.99 |
| 2020 | -14.04 | 22.41 | 12.23 | 10.11 |
| 2019 | 13.70 | 5.07 | -2.40 | 11.10 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.69 | 0.61 | -24.82 | 24.47 | 30.04 | 29.55 | 16.19 | 26.57 | 8.68 | 7.11 | 26.70 |
| % Total Return Rel to Index | -13.02 | -25.62 | -6.62 | -4.20 | 11.63 | -1.93 | 20.59 | 4.77 | -3.25 | 5.72 | 13.05 |
| % Total Return Rel to Peer | -7.26 | -5.15 | -15.41 | 15.79 | 8.76 | 2.87 | 16.07 | 4.45 | 19.45 | -0.31 | 1.02 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 5.00 | 1.00 | 2.00 | 2.00 | 1.00 | 2.00 | 1.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.01 | 0.04 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.01 | 0.10 |
| Capital Gains ($) | 1.31 | 0.00 | 1.11 | 6.75 | 4.84 | 1.06 | 3.53 | 2.66 | 2.15 | 5.86 | 5.98 |
| Expense Ratio | 0.70 | 0.70 | 0.68 | 0.70 | 0.71 | 0.73 | 0.75 | 0.76 | 0.75 | 0.77 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%