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

  • #
    Funds
    52
  • @
    Index Beaters
    51
  • %
    Universe
    52
  • Up Funds
    52
  • Down Funds
    0
Category Average Return
Ticker Fund 2021
YTD
2020
2019
2018
DFFCX Davis Financial Fund 32.23%-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%32.17%-16.09%
FAFSX Fidelity Advisor Financial Services Fund 31.14%-2.76%32.13%-16.3%
FFBFX Emerald Banking & Finance Fund 41.29%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 26.22%-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 33.43%-12.88%25.2%-17.6%
FRBCX John Hancock Regional Bank Fund 36.36%-12.9%25.07%-18.16%
FSLBX Fidelity Select Brokerage and Investment Management Portfolio 32.06%18.18%25.93%-15.17%
FSPCX Fidelity Select Insurance Portfolio 18.46%-9.6%21.01%-11.57%
FSRBX Fidelity Select Banking Portfolio 38.45%-21.45%27.66%-18.66%
FSVLX Fidelity Select Consumer Finance Portfolio 35.42%0.06%31.85%-10.51%
HILFX Hennessy Large Cap Financial Fund 21.04%16.92%30.21%-11.46%
HISFX Hennessy Small Cap Financial Fund 37.22%0.77%14.93%-15.48%
HLFNX Hennessy Large Cap Financial Fund 0%16.55%29.75%-11.78%
HSFNX Hennessy Small Cap Financial Fund 33%1.64%15.81%-15.88%
HSSAX Emerald Banking & Finance Fund 43.27%11.94%20.55%-19.86%
HSSCX Emerald Banking & Finance Fund 40.63%11.21%19.76%-20.41%
HSSIX Emerald Banking & Finance Fund 41.7%12.33%20.98%-19.54%
ICFSX ICON Financial Fund 17.71%-7.47%34.32%-18.04%
JFDRX John Hancock Financial Industries Fund 26.6%-3.6%21.97%-15.02%
JFIFX John Hancock Financial Industries Fund 25.96%0%21.9%-15.1%
JRBFX John Hancock Regional Bank Fund 36.49%-12.96%25.2%-17.36%
JRGRX John Hancock Regional Bank Fund 36.49%-12.96%25.2%-17.28%
LMRIX 1919 Financial Services Fund 28.07%-4.83%24.28%-14.73%
LOAIX Shelton BDC Income Fund 16.03%-18.53%15.61%-4.82%
LOANX Shelton BDC Income Fund 14.95%-18.94%15.96%-5.15%
PRISX T Rowe Price Financial Services Fund, Inc 31.19%0%24.92%-10.12%
RMBKX RMB Mendon Financial Services Fund 46.96%-5.73%21.75%-15.49%
RMBLX RMB Mendon Financial Services Fund 47.5%-5.5%22.09%-15.32%
RMBNX RMB Mendon Financial Services Fund 38.3%-6.44%20.72%0%
RPFGX Davis Financial Fund 31.76%-10.98%16.94%0%
RYBKX Rydex Banking Fund 27.1%-11.44%27.32%-19.39%
RYFAX Rydex Financial Services Fund 28.44%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 30.55%0.03%27.42%-12.26%
RYKAX Rydex Banking Fund 33.82%-11.52%27.3%-19.41%
RYKCX Rydex Banking Fund 33.87%-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 30.67%-9.68%20.51%-19.23%
SFPCX Saratoga Financial Services Portfolio 33.38%-10.8%19.34%-19.74%
SFPIX Saratoga Financial Services Portfolio 29.13%-8.94%21.33%-18.93%
SFSLX 1919 Financial Services Fund 25.82%-5.19%23.66%-15.58%
TFIFX T Rowe Price Financial Services Fund, Inc 35.63%-4.51%24.93%-9.95%
VFAIX Vanguard Financials Index Fund 29.3%-4.6%28.57%-13.47%