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FNCL: Fidelity MSCI Financials ETF (ETF)
Basic Info 53.19 1.09(2.09%) May 13
| Asset Class: | Financial |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 10/24/2013 |
| Last Dividend Date: | 03/19/2021 |
| 12-Mo. Yield | 2.05% |
| Expenses | - |
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Performance Analytics (As of 05/07/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.9 | 26.6 | 86.9 | 11.4 | 16.5 | 13.2 | -2.1 | 31.6 | -13.4 | 20.0 | 23.7 | 0.9 | 15.1 | 4.8 |
| SR | NA | 5.35 | 2.88 | 0.41 | 0.63 | 0.58 | -0.05 | 2.0 | -0.8 | 1.51 | 1.31 | 0.05 | 1.26 | 2.74 |
| DD(%) | NA | 7.8 | 15.3 | 44.4 | 44.4 | 44.4 | 44.4 | 9.0 | 24.3 | 8.6 | 16.6 | 12.3 | 6.7 | 2.4 |
| SD(%) | NA | 19.9 | 27.2 | 29.8 | 25.1 | 22.3 | 45.9 | 15.1 | 18.5 | 12.8 | 17.8 | 16.3 | 12.0 | 10.7 |
| TR | NA | 1.07 | 0.79 | 0.12 | 0.16 | 0.13 | -0.02 | 0.31 | -0.15 | 0.2 | 0.24 | 0.01 | 0.15 | 0.32 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 |
| Beta(%) | NA | 1.0 | 0.99 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.93 |
| RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2013
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