Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNCL (Fidelity MSCI Financials Index ETF) | -3.69% | 5.17% | 19.13% | 9.01% | 12.52% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNCL (Fidelity MSCI Financials Index ETF) | 10/24/2013 | 06/10/2026 |
| 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 (%) | 2.93 | 5.17 | 19.13 | 9.01 | 12.52 | NA | NA | … | … | -3.69 | 14.94 | 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 | 0.23 | 0.99 | 0.30 | 0.48 | NA | NA | … | … | -0.66 | 0.61 | 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 | 15.03 | 16.81 | 19.30 | 22.41 | NA | NA | … | … | 16.68 | 20.00 | 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 | 14.78 | 17.29 | 25.67 | 44.36 | NA | NA | … | … | 14.78 | 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 | 1.71 | 2.38 | 2.05 | 3.31 | 2.82 | 2.11 | … | … | 0.52 | 1.64 | 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 06/10/2026, 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 |
|---|---|---|---|---|
| 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) |
23.28%
Sep 2022 – Sep 2025 |
21.26%
Mar 2020 – Mar 2025 |
13.62%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart