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Fidelity CLO ETF (FCLO)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
Fidelity
Inception Date
Feb 10, 2026
Category
CLO
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond
Asset Class Size
Multi-Cap
Asset Class Style
Blend

Share Price Chart


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Fidelity CLO ETF

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity CLO ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period


Fidelity CLO ETF

1D
-0.02%
1M
0.21%
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Feb 12, 2026, FCLO's average daily return is 0.00%, while the average monthly return is +0.03%. At this rate, your investment would double in approximately 192.6 years.

Historically, 50% of months were positive and 50% were negative. The best month was Mar 2026 with a return of +0.2%, while the worst month was Feb 2026 at -0.2%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 1 months.

On a daily basis, FCLO closed higher 53% of trading days. The best single day was Mar 11, 2026 with a return of +0.3%, while the worst single day was Feb 27, 2026 at -0.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.15%0.21%0.06%

Expense Ratio

FCLO has an expense ratio of 0.45%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity CLO ETF (FCLO) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Fidelity CLO ETF provided a 0.54% dividend yield over the last twelve months, with an annual payout of $0.27 per share.


PeriodTTM
Dividend$0.27

Dividend yield

0.54%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity CLO ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.07$0.20$0.27

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity CLO ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity CLO ETF was 0.58%, occurring on Mar 9, 2026. The portfolio has not yet recovered.

The current Fidelity CLO ETF drawdown is 0.09%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-0.58%Feb 27, 20267Mar 9, 2026
-0.15%Feb 17, 20264Feb 20, 20261Feb 23, 20265

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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