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Fidelity Select Energy Portfolio (FSENX)

59.22 -0.71 (-1.18%)
At close: June 14 at 8:01 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in securities of companies principally engaged in the energy field, including the conventional areas of oil, gas, electricity, and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. 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 63.03%
Worst 1Y Total Return --
Number of Years Up 28
Number of Years Down 14

Performance & Risk

YTD Return 6.73%
5y Average Return 13.98%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.65
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FSENXCategory AverageFSENXCategory AverageFSENXCategory Average
Alpha 24.35 -0.34 6.21 -0.27 -3.72 -0.19
BETA 0.65 0.02 1.3 0.02 1.32 0.02
Mean Annual Return 2.47 -0 1.83 0 0.66 -0
R-squared 13.7 0.74 38.06 0.63 39.21 0.59
Standard Deviation 29.11 0.48 37.14 0.39 31.16 0.34
Sharpe Ratio 0.9 -0 0.53 0 0.2 -0
Treynor Ratio 39.26 -0.05 10.63 -0.02 1.12 -0.03

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