Mutual Funds Performance Equity > Sector > Business@Financial%20Services

  • #
    Funds
    52
  • @
    Index Beaters
    47
  • %
    Universe
    52
  • Up Funds
    52
  • Down Funds
    0
Category Average Return
Ticker Fund 2021
YTD
2020
2019
2018
DFFCX Davis Financial Fund 27.93%-12%15.11%-12.39%
DVFYX Davis Financial Fund 28.8%-10.82%17.17%-11.51%
FAFCX Fidelity Advisor Financial Services Fund 29.58%-2.83%32.21%-16.73%
FAFDX Fidelity Advisor Financial Services Fund 30.29%-2.69%0%-16.09%
FAFSX Fidelity Advisor Financial Services Fund 30.08%-2.76%32.13%-16.3%
FFBFX Emerald Banking & Finance Fund 42.8%11.92%20.52%-19.8%
FFSIX Fidelity Advisor Financial Services Fund 30.55%-2.54%32.22%-15.84%
FIDAX John Hancock Financial Industries Fund 23.46%-3.65%21.9%-15.3%
FIDCX John Hancock Financial Industries Fund 22.88%-4.35%20.91%-15.92%
FIDSX Fidelity Financial Services Portfolio 30.19%-6.35%27.17%-15.99%
FIKBX Fidelity Advisor Financial Services Fund 30.61%-2.58%32.21%0%
FRBAX John Hancock Regional Bank Fund 0%-12.88%25.2%-17.6%
FRBCX John Hancock Regional Bank Fund 27.81%-12.9%25.07%-18.16%
FSLBX Fidelity Select Brokerage and Investment Management Portfolio 34.3%18.18%25.93%-15.17%
FSPCX Fidelity Select Insurance Portfolio 18.46%-9.6%21.01%-11.57%
FSRBX Fidelity Select Banking Portfolio 30.37%-21.45%27.66%-18.66%
FSVLX Fidelity Select Consumer Finance Portfolio 34.07%0.06%31.85%-10.51%
HILFX Hennessy Large Cap Financial Fund 22.97%16.92%30.21%-11.46%
HISFX Hennessy Small Cap Financial Fund 33.41%0.77%14.93%-15.48%
HLFNX Hennessy Large Cap Financial Fund 22.64%16.55%29.75%-11.78%
HSFNX Hennessy Small Cap Financial Fund 33%1.64%15.81%-15.88%
HSSAX Emerald Banking & Finance Fund 42.83%11.94%20.55%-19.86%
HSSCX Emerald Banking & Finance Fund 42.23%11.21%19.76%-20.41%
HSSIX Emerald Banking & Finance Fund 43.16%12.33%20.98%-19.54%
ICFSX ICON Financial Fund 20.64%-7.47%34.32%-18.04%
JFDRX John Hancock Financial Industries Fund 23.73%-3.6%21.97%-15.02%
JFIFX John Hancock Financial Industries Fund 23.69%-3.66%21.9%-15.1%
JRBFX John Hancock Regional Bank Fund 28.09%-12.96%25.2%-17.36%
JRGRX John Hancock Regional Bank Fund 28.13%-12.96%25.2%-17.28%
LMRIX 1919 Financial Services Fund 23.51%-4.83%24.28%-14.73%
LOAIX Shelton BDC Income Fund 18.77%-18.53%15.61%-4.82%
LOANX Shelton BDC Income Fund 18.89%-18.94%15.96%-5.15%
PRISX T Rowe Price Financial Services Fund, Inc 32.04%-4.51%24.92%-10.12%
RMBKX RMB Mendon Financial Services Fund 39%-5.73%21.75%-15.49%
RMBLX RMB Mendon Financial Services Fund 0%-5.5%22.09%-15.32%
RMBNX RMB Mendon Financial Services Fund 0%-6.44%20.72%-15.97%
RPFGX Davis Financial Fund 0%-10.98%16.94%-11.74%
RYBKX Rydex Banking Fund 27.1%-11.44%27.32%-19.39%
RYFAX Rydex Financial Services Fund 30.56%0.01%27.4%-12.29%
RYFCX Rydex Financial Services Fund 29.9%-0.74%26.39%-12.91%
RYFIX Rydex Financial Services Fund 30.77%0.27%27.79%-12.05%
RYFNX Rydex Financial Services Fund 0%0.03%27.42%-12.26%
RYKAX Rydex Banking Fund 27.09%-11.52%27.3%-19.41%
RYKCX Rydex Banking Fund 26.46%-12.49%26.26%-20.01%
RYKIX Rydex Banking Fund 27.32%-10.52%27.73%-19.19%
SBFAX 1919 Financial Services Fund 23.3%-4.95%24.15%-14.94%
SFPAX Saratoga Financial Services Portfolio 29.8%-9.68%20.51%-19.23%
SFPCX Saratoga Financial Services Portfolio 31.61%-10.8%19.34%-19.74%
SFPIX Saratoga Financial Services Portfolio 30.02%-8.94%21.33%-18.93%
SFSLX 1919 Financial Services Fund 22.67%-5.19%23.66%-15.58%
TFIFX T Rowe Price Financial Services Fund, Inc 32.17%-4.51%24.93%-9.95%
VFAIX Vanguard Financials Index Fund 29.93%-4.6%28.57%-13.47%