Fidelity Stocks for Inflation ETF (FCPI)
FCPI is a passive ETF by Fidelity tracking the investment results of the Fidelity Stocks for Inflation Factor Index. FCPI launched on Nov 5, 2019 and has a 0.29% expense ratio.
ETF Info
| Issuer | Fidelity |
|---|---|
| Inception Date | Nov 5, 2019 |
| Region | North America (U.S.) |
| Category | All Cap Equities |
| Index Tracked | Fidelity Stocks for Inflation Factor Index |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
The Fidelity Stocks for Inflation ETF has a high expense ratio of 0.29%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FCPI vs. VOO, FCPI vs. VUG, FCPI vs. SPLG, FCPI vs. FSELX, FCPI vs. FTEC, FCPI vs. FXAIX, FCPI vs. FELG, FCPI vs. XLG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Stocks for Inflation ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Stocks for Inflation ETF had a return of 8.97% year-to-date (YTD) and 24.15% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.97% | 5.84% |
| 1 month | -2.54% | -2.98% |
| 6 months | 22.59% | 22.02% |
| 1 year | 24.15% | 24.47% |
| 5 years (annualized) | N/A | 11.44% |
| 10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.09% | 4.66% | 4.75% | |||||||||
| 2023 | -3.84% | -1.66% | 7.12% | 3.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Fidelity Stocks for Inflation ETF(FCPI)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Stocks for Inflation ETF (FCPI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Stocks for Inflation ETF granted a 1.60% dividend yield in the last twelve months. The annual payout for that period amounted to $0.61 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.66 | $0.55 | $0.40 | $0.90 | $0.11 |
Dividend yield | 1.60% | 1.88% | 1.77% | 1.19% | 3.53% | 0.43% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Stocks for Inflation ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.13 | |||||||||
| 2023 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.14 |
| 2022 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 |
| 2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.14 |
| 2020 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.54 |
| 2019 | $0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Stocks for Inflation 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 Stocks for Inflation ETF was 37.26%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current Fidelity Stocks for Inflation ETF drawdown is 3.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.26% | Jan 21, 2020 | 44 | Mar 23, 2020 | 200 | Jan 6, 2021 | 244 |
| -18.25% | Mar 30, 2022 | 128 | Sep 30, 2022 | 293 | Nov 30, 2023 | 421 |
| -7.9% | Jan 5, 2022 | 34 | Feb 23, 2022 | 24 | Mar 29, 2022 | 58 |
| -5.55% | Nov 26, 2021 | 4 | Dec 1, 2021 | 16 | Dec 23, 2021 | 20 |
| -5.55% | Apr 1, 2024 | 15 | Apr 19, 2024 | — | — | — |
Volatility
Volatility Chart
The current Fidelity Stocks for Inflation ETF volatility is 3.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.