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Nasdaq - Delayed Quote USD

Fidelity Natural Resources Fund (FNARX)

40.55
+1.20
+(3.05%)
At close: April 11 at 8:04:16 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in securities of companies principally engaged in owning or developing natural resources, or supplying goods and services to such companies, and in precious metals. It invests primarily in common stocks and in certain precious metals. 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 41.03%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 10

Performance & Risk

YTD Return -5.41%
5y Average Return 22.43%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FNARXCategory AverageFNARXCategory AverageFNARXCategory Average
Alpha 3.79 -0.34 13.83 -0.27 -2.52 -0.19
BETA 0.92 0.02 1.03 0.02 1.28 0.02
Mean Annual Return 0.96 -0 2.47 0 0.77 -0
R-squared 35.56 0.74 35 0.63 46.32 0.59
Standard Deviation 24.89 0.48 27.5 0.39 27.78 0.34
Sharpe Ratio 0.28 -0 0.97 0 0.26 -0
Treynor Ratio 4.63 -0.05 25.91 -0.02 2.7 -0.03

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