Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FENY (Fidelity MSCI Energy Index ETF) | 29.72% | 45.44% | 17.49% | 20.07% | 9.64% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FENY (Fidelity MSCI Energy Index ETF) | 10/24/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.14 | 45.44 | 17.49 | 20.07 | 9.64 | NA | NA | … | … | 29.72 | 7.27 | 6.62 | -0.03 | 62.96 | 55.67 | -33.15 | 9.07 | -19.98 | -0.36 | 32.23 | -20.02 | -9.89 | 3.67 |
| Sharpe Ratio | NA | 1.94 | 0.63 | 0.70 | 0.26 | NA | NA | … | … | 3.22 | 0.18 | 0.17 | -0.16 | 1.71 | 1.82 | -0.56 | 0.38 | -0.89 | -0.07 | 1.29 | -0.80 | -0.52 | 1.79 |
| Standard Deviation(%) | NA | 20.40 | 21.80 | 26.60 | 30.06 | NA | NA | … | … | 23.91 | 25.02 | 18.08 | 23.31 | 36.26 | 30.60 | 59.84 | 20.17 | 23.98 | 14.48 | 24.90 | 25.15 | 18.88 | 12.14 |
| Draw Down(%) | NA | 11.78 | 21.47 | 26.64 | 69.07 | NA | NA | … | … | 11.78 | 19.78 | 14.01 | 17.49 | 26.64 | 18.45 | 61.34 | 20.42 | 32.41 | 17.91 | 14.53 | 28.04 | 28.13 | 3.60 |
| Yield(%) | 0.00 | 3.47 | 3.49 | 4.86 | 3.50 | 2.12 | 1.59 | … | … | 0.74 | 3.26 | 3.12 | 3.36 | 5.07 | 5.50 | 2.90 | 6.45 | 2.46 | 2.74 | 2.85 | 2.28 | 1.72 | 0.33 |
Data as of 06/05/2026, Common starting date is 10/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FENY (Fidelity MSCI Energy Index ETF) |
-23.89%
Mar 2017 – Mar 2020 |
-14.96%
Mar 2015 – Mar 2020 |
3.17%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FENY (Fidelity MSCI Energy Index ETF) |
52.22%
Sep 2020 – Sep 2023 |
32.53%
Mar 2020 – Mar 2025 |
11.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart