PortfoliosLab logo

Fidelity Blue Chip Value ETF (FBCV)

ETF · Currency in USD
ISIN
US3160923450
CUSIP
316092345
Issuer
Fidelity
Inception Date
Jun 3, 2020
Region
North America (U.S.)
Category
Large Cap Blend Equities
Expense Ratio
0.59%
Index Tracked
No Index (Active)
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

FBCVPrice Chart


Chart placeholderClick Calculate to get results

FBCVPerformance

The chart shows the growth of $10,000 invested in Fidelity Blue Chip Value ETF on Jun 5, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,182 for a total return of roughly 41.82%. All prices are adjusted for splits and dividends.


FBCV (Fidelity Blue Chip Value ETF)
Benchmark (S&P 500)

FBCVReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-2.01%-7.73%
1M0.49%-5.40%
6M2.38%0.70%
1Y15.65%14.18%
5Y24.15%23.68%
10Y24.15%23.68%

FBCVMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

FBCVSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Fidelity Blue Chip Value ETF Sharpe ratio is 1.26. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


FBCV (Fidelity Blue Chip Value ETF)
Benchmark (S&P 500)

FBCVDividends

Fidelity Blue Chip Value ETF granted a 3.20% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $0.92 per share.


PeriodTTM20212020
Dividend$0.92$0.92$0.11

Dividend yield

3.20%3.13%0.45%

FBCVDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


FBCV (Fidelity Blue Chip Value ETF)
Benchmark (S&P 500)

FBCVWorst Drawdowns

The table below shows the maximum drawdowns of the Fidelity Blue Chip Value ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Fidelity Blue Chip Value ETF is 12.92%, recorded on Jun 26, 2020. It took 87 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-12.92%Jun 9, 202014Jun 26, 202087Nov 5, 2020101
-6.26%Nov 16, 202111Dec 1, 202111Dec 16, 202122
-4.88%Sep 3, 202119Sep 30, 202115Oct 21, 202134
-4.71%Dec 17, 20212Dec 20, 202110Jan 4, 202212
-4.61%May 10, 202129Jun 18, 202137Aug 11, 202166
-4.48%Jan 21, 20217Jan 29, 202115Feb 22, 202122
-3.68%Jan 13, 20226Jan 21, 2022
-3.08%Feb 25, 20212Feb 26, 20215Mar 5, 20217
-2.77%Nov 17, 20204Nov 20, 20202Nov 24, 20206
-2.44%Mar 16, 20216Mar 23, 20213Mar 26, 20219

FBCVVolatility Chart

Current Fidelity Blue Chip Value ETF volatility is 10.15%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


FBCV (Fidelity Blue Chip Value ETF)
Benchmark (S&P 500)

Portfolios with Fidelity Blue Chip Value ETF


Loading data...

More Tools for Fidelity Blue Chip Value ETF