See what your fund actually adds
Fidelity Select Enterprise Technology Services Portfolio FBSOX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FBSOX | Replication |
|---|---|---|
| Annualized growth | -0.1% | 7.8% |
| Annualized volatility | 22.0% | 17.6% |
| Sharpe ratio | 0.10 | 0.51 |
| Maximum drawdown | 38.9% | 30.9% |
| Replication fit (R²) | 0.74 · Tracking error 11.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model FBSOX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOT | Mid-Cap · Growth | 40.4% |
| XLF | Sector · Financials | 25.9% |
| VUG | Style · Growth | 13.6% |
| VOX | Sector · Communication | 10.1% |
| USMV | Factor · Min Vol | 9.9% |