Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDRR (Fidelity Dividend ETF for Rising Rates) | 8.24% | 27.34% | 20.00% | 11.96% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDRR (Fidelity Dividend ETF for Rising Rates) | 09/15/2016 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | 27.34 | 20.00 | 11.96 | NA | NA | NA | … | … | 8.24 | 21.70 | 20.24 | 13.68 | -9.74 | 26.06 | 8.33 | 26.85 | -3.59 | 19.28 | 5.55 |
| Sharpe Ratio | NA | 2.44 | 1.27 | 0.64 | NA | NA | NA | … | … | 1.47 | 1.08 | 1.45 | 0.85 | -0.56 | 2.23 | 0.24 | 2.12 | -0.33 | 2.90 | 2.27 |
| Standard Deviation(%) | NA | 11.21 | 13.75 | 14.99 | NA | NA | NA | … | … | 12.70 | 17.46 | 11.50 | 11.91 | 20.12 | 11.65 | 34.18 | 11.99 | 14.97 | 6.44 | 8.76 |
| Draw Down(%) | NA | 8.52 | 18.04 | 20.93 | NA | NA | NA | … | … | 8.52 | 18.04 | 7.64 | 10.54 | 20.93 | 4.33 | 36.47 | 8.04 | 15.96 | 2.12 | 4.03 |
| Yield(%) | 0.00 | 2.65 | 3.20 | 2.88 | 4.12 | 2.75 | 2.06 | … | … | 0.57 | 2.62 | 3.06 | 3.22 | 2.40 | 2.61 | 2.97 | 3.55 | 2.97 | 3.32 | 0.64 |
Data as of 06/11/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDRR (Fidelity Dividend ETF for Rising Rates) |
1.64%
Mar 2017 – Mar 2020 |
7.26%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDRR (Fidelity Dividend ETF for Rising Rates) |
22.23%
May 2023 – May 2026 |
16.89%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart