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Issuer
Fidelity
Inception Date
Feb 1, 2024
Region
North America (Canada)
Category
Long-Short
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
Canada
Distribution Policy
Distributing
Asset Class
Alternatives
Asset Class Size
Mid-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

FCLS.NEO Performance Chart

Fidelity Canadian Long/Short Alternative ETF (FCLS.NEO) is up 8.0% since the beginning of the year. FCLS.NEO is currently trading at CA$15 per share.


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S&P 500 Index

Returns By Period

Fidelity Canadian Long/Short Alternative ETF (FCLS.NEO) has returned 7.98% so far this year and 21.94% over the past 12 months.


Fidelity Canadian Long/Short Alternative ETF

1D
-1.46%
1M
4.64%
YTD
7.98%
6M
9.15%
1Y
21.94%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
1.84%
1M
4.68%
YTD
12.81%
6M
13.25%
1Y
29.22%
3Y*
21.96%
5Y*
15.51%
10Y*
14.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FCLS.NEO Monthly Returns History

Based on dividend-adjusted daily data since Feb 1, 2024, FCLS.NEO's average daily return is +0.07%, while the average monthly return is +1.44%. At this rate, an investment would double in approximately 4.0 years.

Historically, 76% of months were positive and 24% were negative. The best month was Feb 2026 with a return of +6.4%, while the worst month was Mar 2026 at -6.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, FCLS.NEO closed higher 37% of trading days. The best single day was Apr 14, 2025 with a return of +5.1%, while the worst single day was Mar 19, 2026 at -4.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.38%6.37%-6.05%2.15%3.99%0.34%7.98%
20250.94%-0.84%-1.45%0.69%4.98%2.21%2.56%2.81%2.50%-0.59%1.19%2.13%18.33%
2024-1.00%3.23%0.10%2.54%2.19%4.76%-1.42%3.25%1.57%5.00%-3.77%17.30%

Benchmark Metrics

Fidelity Canadian Long/Short Alternative ETF has an annualized alpha of 9.48%, beta of 0.34, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since February 01, 2024.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (52.22%) than losses (22.27%) - typical of diversified or defensive assets.
  • Beta of 0.34 may look defensive, but with R2 of 0.15 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.15 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
9.48%
Beta
0.34
0.15
Upside Capture
52.22%
Downside Capture
22.27%

Expense Ratio

FCLS.NEO has a high expense ratio of 1.27%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FCLS.NEO ranks 47 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


FCLS.NEO Risk / Return Rank: 4747
Overall Rank
FCLS.NEO Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
FCLS.NEO Sortino Ratio Rank: 4242
Sortino Ratio Rank
FCLS.NEO Omega Ratio Rank: 6464
Omega Ratio Rank
FCLS.NEO Calmar Ratio Rank: 3737
Calmar Ratio Rank
FCLS.NEO Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Canadian Long/Short Alternative ETF (FCLS.NEO) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FCLS.NEOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.87

Sortino ratioReturn per unit of downside risk

-1.09

Omega ratioGain probability vs. loss probability

1.37

1.40

-0.03

Calmar ratioReturn relative to maximum drawdown

1.78

3.20

-1.42

Martin ratioReturn relative to average drawdown

7.49

11.88

-4.40

Dividends

Dividend History

Fidelity Canadian Long/Short Alternative ETF provided a 0.61% dividend yield over the last twelve months, with an annual payout of CA$0.09 per share.


0.65%CA$0.00CA$0.02CA$0.04CA$0.06CA$0.08CA$0.102025
Dividends
Dividend Yield
PeriodTTM2025
DividendCA$0.09CA$0.09

Dividend yield

0.61%0.65%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00
2025CA$0.09CA$0.09

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 Canadian Long/Short Alternative 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 Canadian Long/Short Alternative ETF was 14.39%, occurring on Apr 8, 2025. Recovery took 37 trading sessions.

The current Fidelity Canadian Long/Short Alternative ETF drawdown is 1.46%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-14.39%Apr 2025
4mo1mo 25d
5mo 25dDec 2024 - Jun 2025
2026 correction2026
-12.39%Mar 2026
21d2mo 27d
3mo 18dFeb 2026 - Jun 2026
2025 pullback2025
-5.83%Nov 2025
1mo 14d20d
2mo 4dOct 2025 - Dec 2025
2024 pullback2024
-5.61%Aug 2024
6d1mo 13d
1mo 19dAug 2024 - Sep 2024
2026 pullback2026
-4.44%Jan 2026
1d25d
26dJan 2026 - Feb 2026

Drawdown Indicators


FCLS.NEOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-14.39%

-48.87%

+34.48%

Max Drawdown (1Y)

Largest decline over 1 year

-12.39%

-9.17%

-3.22%

Max Drawdown (3Y)

Largest decline over 3 years

-19.59%

Max Drawdown (5Y)

Largest decline over 5 years

-23.14%

Max Drawdown (10Y)

Largest decline over 10 years

-27.97%

Current Drawdown

Current decline from peak

-1.46%

0.00%

-1.46%

Average Drawdown

Average peak-to-trough decline

-2.09%

-9.66%

+7.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.94%

2.47%

+0.47%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FCLS.NEO

Add Fidelity Canadian Long/Short Alternative ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FCLS.NEO