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Fidelity Select Insurance Portfolio: (MF: FSPCX)
(NASDAQ Mutual Funds) As of Aug 14, 2024 08:00 PM ET
$90.36 USD
+1.47 (1.65%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.09 | 3 |
| 3 months | 12.09 | 54 |
| 6 months | 15.85 | 57 |
| 1 Year | 33.97 | 4 |
| 3 Year | 18.64 | 1 |
| 5 Year | 15.07 | 1 |
| 10 Year | 13.31 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.89 |
| Bear Market (10/07 - 2/09) | -63.21 |
| Bull Market (2/09 - 3/21) | 1,031.73 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 26.82 |
| 5 Year | 13.76 |
| 10 Year | 12.08 |
| Since Inception | 11.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.23 | -1.36 | NA | NA |
| 2023 | -3.56 | 5.90 | 1.89 | 8.55 |
| 2022 | 6.75 | -11.17 | -3.47 | 17.72 |
| 2021 | 9.80 | 5.12 | 4.41 | 7.28 |
| 2020 | -29.17 | 15.58 | 2.27 | 19.18 |
| 2019 | 10.89 | 10.81 | 2.63 | 3.10 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.09 | 12.97 | 7.75 | 29.30 | -0.21 | 30.03 | -11.23 | 15.38 | 18.17 | 3.47 | 9.90 |
| % Total Return Rel to Index | 6.38 | -13.27 | 25.96 | 0.62 | -18.61 | -1.45 | -6.83 | -6.41 | 6.23 | 2.08 | -3.74 |
| % Total Return Rel to Peer | 7.09 | 1.18 | 25.44 | -4.78 | 2.80 | 1.76 | 4.95 | -0.24 | -0.56 | 3.95 | 5.34 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 1.00 | 4.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.07 | 0.84 | 0.55 | 0.89 | 0.94 | 0.90 | 1.16 | 0.95 | 0.89 | 0.73 | 0.95 |
| % Yield | 0.07 | 1.08 | 0.71 | 1.16 | 1.45 | 1.28 | 1.61 | 1.04 | 1.09 | 1.03 | 1.25 |
| Capital Gains ($) | 2.65 | 5.65 | 0.00 | 4.93 | 4.20 | 3.56 | 16.64 | 8.99 | 1.28 | 1.36 | 6.34 |
| Expense Ratio | 0.79 | 0.81 | 0.78 | 0.83 | 0.80 | 0.81 | 0.79 | 0.79 | 0.80 | 0.81 | 0.83 |
* 1 = Top 20%, 5 = Bottom 20%