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
FPFD (Fidelity Preferred Securities & Income ETF) 1.10% 6.37% 7.74% NA NA NA NA
Data as of 06/04/2026, Common starting date is 06/18/2021
More Performance Analytics Comparison
Name Start Date End Date
FPFD (Fidelity Preferred Securities & Income ETF) 06/18/2021 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
Annualized Return (%) -0.32 6.37 7.74 NA NA NA NA 1.10 6.46 8.52 10.89 -17.11 1.89
Sharpe Ratio NA 1.49 1.23 NA NA NA NA 0.11 0.94 1.24 1.12 -2.46 1.19
Standard Deviation(%) NA 2.95 4.05 NA NA NA NA 3.43 3.83 3.95 6.52 7.56 2.94
Draw Down(%) NA 2.73 4.93 NA NA NA NA 2.73 4.14 2.84 9.17 20.05 2.59
Yield(%) 0.35 5.19 5.36 4.06 2.03 1.35 1.02 2.03 5.07 5.06 5.33 4.12 1.59
Data as of 06/04/2026, Common starting date is 06/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FPFD (Fidelity Preferred Securities & Income ETF) -0.48%
Jul 2021 – Jul 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FPFD (Fidelity Preferred Securities & Income ETF) 9.52%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return