Nasdaq - Delayed Quote
USD
Fidelity Telecom and Utilities (FIUIX)
32.28
+0.11
(+0.34%)
At close: 8:08:22 PM EDT
Fund Summary
The fund invests primarily in common stocks. It invests at least 80% of assets in securities of telecommunications services companies and utility companies. 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 | 30.29% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 32 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -3.06% |
| 5y Average Return | 9.50% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.42 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
FIUIX | Category Average | FIUIX | Category Average | FIUIX | Category Average |
|
Alpha
|
3.73 | 0.02 | 1.55 | 0 | 0.78 | 0.05 |
|
BETA
|
0.42 | 0 | 0.61 | 0 | 0.59 | 0 |
|
Mean Annual Return
|
1.25 | 0.01 | 0.87 | 0.01 | 0.78 | 0.01 |
|
R-squared
|
12.44 | 0.37 | 35.41 | 0.29 | 40.16 | 0.25 |
|
Standard Deviation
|
14.33 | 0.15 | 15.19 | 0.13 | 13.69 | 0.13 |
|
Sharpe Ratio
|
0.73 | 0.01 | 0.43 | 0 | 0.5 | 0.01 |
|
Treynor Ratio
|
24.54 | 0.16 | 9.42 | 0.13 | 10.54 | 0.22 |
