Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FNCL (Fidelity MSCI Financials Index ETF) | 9.68% | 22.34% | 20.80% | 19.41% | 11.86% | NA | NA | 13.15% |
Data as of 07/17/2025, AR inception is 10/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNCL (Fidelity MSCI Financials Index ETF) | 10/24/2013 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 22.34 | 20.80 | 19.41 | 11.86 | NA | NA | 13.15 | 9.68 | 30.44 | 14.09 | -12.28 | 34.95 | -2.14 | 31.59 | -13.43 | 19.98 | 23.66 | 0.86 | 15.14 | 4.83 |
| Sharpe Ratio | NA | 1.06 | 0.87 | 0.87 | 0.47 | NA | NA | 0.51 | 0.58 | 1.79 | 0.60 | -0.55 | 1.86 | -0.05 | 1.99 | -0.80 | 1.51 | 1.32 | 0.05 | 1.26 | 2.74 |
| Standard Deviation(%) | NA | 21.64 | 19.33 | 20.34 | 22.70 | NA | NA | 21.49 | 24.51 | 15.00 | 17.69 | 24.80 | 18.82 | 45.90 | 15.11 | 18.49 | 12.83 | 17.79 | 16.29 | 11.98 | 10.74 |
| Draw Down(%) | NA | 17.29 | 17.29 | 25.67 | 44.36 | NA | NA | 44.36 | 17.29 | 7.56 | 17.21 | 25.67 | 8.17 | 44.36 | 9.04 | 24.26 | 8.60 | 16.57 | 12.28 | 6.68 | 2.43 |
| Yield(%) | 0.00 | 1.79 | 2.36 | 3.03 | 2.89 | 2.56 | 1.92 | 3.49 | 0.84 | 1.95 | 2.12 | 1.94 | 2.35 | 2.13 | 2.77 | 2.01 | 1.88 | 1.26 | 1.73 | 1.99 | 0.45 |
Data as of 07/17/2025, AR inception is 10/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNCL (Fidelity MSCI Financials Index ETF) |
-3.60%
Mar 2017 - Mar 2020 |
2.61%
Mar 2015 - Mar 2020 |
9.51%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNCL (Fidelity MSCI Financials Index ETF) |
20.69%
Jun 2022 - Jun 2025 |
21.26%
Mar 2020 - Mar 2025 |
12.74%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart