Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FHLC (Fidelity MSCI Health Care Index ETF) -1.05% 17.55% 7.06% 5.11% 9.48% NA NA
Data as of 06/04/2026, Common starting date is 10/25/2013
More Performance Analytics Comparison
Name Start Date End Date
FHLC (Fidelity MSCI Health Care Index ETF) 10/25/2013 06/04/2026
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 (%) 0.60 17.55 7.06 5.11 9.48 NA NA -1.05 15.42 2.48 2.58 -5.55 20.38 18.16 21.93 5.53 23.34 -3.41 7.07 25.07 5.73
Sharpe Ratio NA 1.01 0.30 0.14 0.47 NA NA -0.56 0.73 -0.10 -0.09 -0.35 1.65 0.59 1.47 0.23 2.54 -0.22 0.38 1.73 3.31
Standard Deviation(%) NA 14.20 13.92 14.97 16.83 NA NA 14.75 17.15 11.35 11.71 19.95 12.36 30.45 13.91 17.86 8.98 16.15 18.36 14.52 11.05
Draw Down(%) NA 10.38 16.87 17.73 28.74 NA NA 10.38 13.29 12.34 10.72 17.34 7.97 28.74 7.58 17.02 4.06 14.02 17.40 8.26 3.25
Yield(%) 0.00 1.60 1.56 1.50 2.33 2.44 1.83 0.31 1.58 1.50 1.42 1.22 1.39 1.68 1.43 2.19 1.66 1.37 2.17 1.29 0.21
Data as of 06/04/2026, Common starting date is 10/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FHLC (Fidelity MSCI Health Care Index ETF) -0.24%
Dec 2021 – Dec 2024
4.24%
Apr 2021 – Apr 2026
6.85%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FHLC (Fidelity MSCI Health Care Index ETF) 20.15%
Dec 2018 – Dec 2021
17.69%
Dec 2016 – Dec 2021
11.25%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return