Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMO (Fidelity® Small-Mid Cap Opportunities ETF) | NA | 15.69% | 5.55% | NA | NA | NA | NA | … | … |
Data as of 03/01/2024, Common starting date is 02/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMO (Fidelity® Small-Mid Cap Opportunities ETF) | 02/05/2021 | 03/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 15.69 | 5.55 | NA | NA | NA | NA | … | … | 6.34 | 17.37 | -16.35 | 18.52 |
| Sharpe Ratio | NA | 0.69 | 0.17 | NA | NA | NA | NA | … | … | 2.72 | 0.76 | -0.67 | 1.16 |
| Standard Deviation(%) | NA | 17.24 | 20.82 | NA | NA | NA | NA | … | … | 15.05 | 17.41 | 26.60 | 17.75 |
| Draw Down(%) | NA | 13.58 | 26.64 | NA | NA | NA | NA | … | … | 3.34 | 13.58 | 25.27 | 8.51 |
| Yield(%) | 0.00 | 0.64 | 0.55 | 0.35 | 0.17 | 0.12 | 0.09 | … | … | 0.00 | 0.69 | 0.49 | 0.48 |
Data as of 03/01/2024, Common starting date is 02/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMO (Fidelity® Small-Mid Cap Opportunities ETF) |
0.00%
NA |
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 |
|---|---|---|---|---|
| FSMO (Fidelity® Small-Mid Cap Opportunities ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart