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Fidelity Select Utilities Growth Portfolio: (MF: FSUTX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$109.52 USD
+0.17 (0.16%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.53 | 10 |
| 3 months | 4.97 | 10 |
| 6 months | 11.53 | 10 |
| 1 Year | 13.78 | 4 |
| 3 Year | 10.04 | 1 |
| 5 Year | 8.28 | 6 |
| 10 Year | 8.31 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 197.68 |
| Bear Market (10/07 - 2/09) | -45.05 |
| Bull Market (2/09 - 3/21) | 468.96 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.78 |
| 5 Year | 8.28 |
| 10 Year | 8.31 |
| Since Inception | 10.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.24 | 4.97 | NA | NA |
| 2023 | -3.21 | 0.11 | -7.58 | 10.38 |
| 2022 | 5.94 | -6.60 | -2.53 | 9.10 |
| 2021 | 2.74 | -0.29 | 0.61 | 14.16 |
| 2020 | -17.70 | 5.05 | 3.22 | 12.70 |
| 2019 | 9.84 | 2.96 | 7.86 | 0.53 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.53 | -1.16 | 5.22 | 17.67 | 0.57 | 22.65 | 8.57 | 17.95 | 13.99 | -10.89 | 21.65 |
| % Total Return Rel to Index | -3.77 | -27.40 | 23.42 | -11.00 | -17.82 | -8.83 | 12.96 | -3.84 | 2.05 | -12.28 | 8.01 |
| % Total Return Rel to Peer | 4.84 | -0.63 | 9.75 | 2.03 | -1.69 | -1.37 | 10.03 | 4.23 | 2.61 | -3.86 | 9.39 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 1.00 | 2.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.50 | 2.12 | 1.75 | 1.71 | 2.11 | 1.93 | 1.37 | 1.29 | 1.76 | 1.60 | 1.19 |
| % Yield | 0.43 | 2.15 | 1.55 | 1.55 | 2.17 | 1.93 | 1.55 | 1.50 | 2.39 | 2.36 | 1.45 |
| Capital Gains ($) | 3.33 | 1.42 | 3.18 | 1.10 | 2.34 | 0.26 | 5.46 | 3.18 | 0.01 | 1.26 | 4.41 |
| Expense Ratio | 0.73 | 0.74 | 0.73 | 0.75 | 0.74 | 0.76 | 0.77 | 0.78 | 0.78 | 0.80 | 0.82 |
* 1 = Top 20%, 5 = Bottom 20%