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FTEC: Fidelity® MSCI Information Technology Index ETF (ETF)
Basic Info 142.51 3.96(2.70%) April 19
Asset Class: | Technology |
MyPlanIQ Rating: | (1%) |
Start Date: | 10/24/2013 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 0.77% |
Expenses | 0.08% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/24/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.9 | -0.6 | 27.2 | 8.9 | 19.2 | 19.3 | 19.3 | 53.3 | -29.6 | 30.5 | 45.9 | 48.9 | -0.4 | 36.8 | 13.9 | 5.0 | 18.3 | 8.3 |
Sharpe Ratio | NA | 1.17 | 1.99 | 0.39 | 0.71 | 0.84 | 0.84 | 2.65 | -0.92 | 1.54 | 1.13 | 2.63 | -0.07 | 3.27 | 0.82 | 0.28 | 1.32 | 6.15 |
Draw Down(%) | NA | 4.6 | 12.2 | 35.0 | 35.0 | 35.0 | 35.0 | 12.2 | 34.4 | 10.8 | 31.9 | 10.7 | 24.1 | 5.1 | 13.1 | 14.0 | 8.7 | 1.6 |
Standard Deviation(%) | NA | 19.1 | 17.8 | 24.6 | 27.6 | 23.0 | 22.7 | 18.7 | 33.7 | 19.8 | 40.0 | 18.0 | 23.5 | 11.1 | 16.6 | 17.7 | 13.9 | 8.9 |
Treynor Ratio | NA | 0.23 | 0.36 | 0.1 | 0.2 | 0.2 | 0.19 | 0.5 | -0.31 | 0.31 | 0.46 | 0.48 | -0.02 | 0.37 | 0.14 | 0.05 | 0.19 | 0.59 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.93 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.94 |
Yield(%) | N/A | 0.2 | 1.0 | 0.8 | 1.4 | 2.5 | N/A | 1.2 | 0.6 | 0.8 | 1.2 | 1.5 | 1.2 | 1.3 | 1.4 | 1.3 | 1.3 | 0.2 |
Dividend Growth(%) | N/A | -78.2 | 23.3 | 26.3 | 88.7 | N/A | N/A | 25.0 | 2.3 | -1.1 | 17.6 | 25.4 | 25.5 | 2.2 | 9.5 | 20.0 | 600.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2013
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