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
FUTY (Fidelity® MSCI Utilities Index ETF) 4.88% 11.80% 13.63% 9.17% 9.66% NA NA
Data as of 06/12/2026, Common starting date is 10/24/2013
More Performance Analytics Comparison
Name Start Date End Date
FUTY (Fidelity® MSCI Utilities Index ETF) 10/24/2013 06/12/2026
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 (%) 0.26 11.80 13.63 9.17 9.66 NA NA 4.88 16.40 23.20 -7.46 1.12 17.53 -0.80 24.88 4.34 14.75 20.65 0.07 32.05 0.41
Sharpe Ratio NA 0.63 0.64 0.39 0.42 NA NA 0.51 0.86 1.28 -0.64 -0.01 1.20 -0.03 2.05 0.20 1.45 1.30 0.00 2.40 0.21
Standard Deviation(%) NA 14.44 16.21 17.12 19.13 NA NA 16.94 15.78 15.30 17.51 21.06 14.64 38.48 11.41 15.05 9.78 15.72 17.01 13.35 10.44
Draw Down(%) NA 8.93 17.36 25.11 36.44 NA NA 8.54 8.20 9.76 20.55 20.08 8.54 36.44 5.54 9.85 6.97 10.68 13.48 9.25 4.87
Yield(%) 0.00 2.80 3.34 3.18 3.85 3.99 2.99 0.69 3.00 3.48 2.96 2.70 3.15 2.99 3.49 3.17 3.31 3.82 3.94 3.79 0.84
Data as of 06/12/2026, 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
FUTY (Fidelity® MSCI Utilities Index ETF) 1.65%
Oct 2020 – Oct 2023
4.41%
Feb 2019 – Feb 2024
9.01%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUTY (Fidelity® MSCI Utilities Index ETF) 17.41%
Jul 2014 – Jul 2017
15.50%
Sep 2014 – Sep 2019
11.88%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return