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Fidelity Dividend ETF for Rising Rates

FDRR
ETF · Currency in USD
ISIN
US3160928327
CUSIP
316092832
Issuer
Fidelity
Inception Date
Sep 12, 2016
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.29%
Index Tracked
Fidelity Dividend Index for Rising Rates
ETF Home Page
screener.fidelity.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

FDRRPrice Chart


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S&P 500

FDRRPerformance

The chart shows the growth of $10,000 invested in Fidelity Dividend ETF for Rising Rates on Sep 16, 2016 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $19,509 for a total return of roughly 95.09%. All prices are adjusted for splits and dividends.


FDRR (Fidelity Dividend ETF for Rising Rates)
Benchmark (S&P 500)

FDRRReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-1.20%
6M4.53%
YTD17.05%
1Y30.87%
5Y14.14%
10Y14.12%

FDRRMonthly Returns Heatmap


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FDRRSharpe 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 Dividend ETF for Rising Rates Sharpe ratio is 2.34. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


FDRR (Fidelity Dividend ETF for Rising Rates)
Benchmark (S&P 500)

FDRRDividends

Fidelity Dividend ETF for Rising Rates granted a 2.20% dividend yield in the last twelve months, as of Oct 9, 2021. The annual payout for that period amounted to $0.93 per share.


PeriodTTM20202019201820172016
Dividend$0.93$1.05$1.02$0.92$0.89$0.16

Dividend yield

2.20%2.85%2.89%3.20%2.89%0.61%

FDRRDrawdowns Chart

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


FDRR (Fidelity Dividend ETF for Rising Rates)
Benchmark (S&P 500)

FDRRWorst Drawdowns

The table below shows the maximum drawdowns of the Fidelity Dividend ETF for Rising Rates. 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 Dividend ETF for Rising Rates is 36.52%, recorded on Mar 23, 2020. It took 172 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.52%Feb 13, 202027Mar 23, 2020172Nov 24, 2020199
-15.97%Sep 24, 201864Dec 24, 201869Apr 4, 2019133
-9.96%Jan 29, 201839Mar 23, 2018108Aug 27, 2018147
-8.66%Sep 21, 201633Nov 4, 201626Dec 13, 201659
-8.04%May 6, 201919May 31, 201923Jul 3, 201942
-6.64%Jul 30, 201913Aug 15, 201918Sep 11, 201931
-4.35%Sep 3, 202119Sep 30, 2021
-3.87%Sep 13, 201914Oct 2, 201913Oct 21, 201927
-3.74%Jan 24, 20206Jan 31, 20204Feb 6, 202010
-3.39%May 10, 202129Jun 18, 202110Jul 2, 202139

FDRRVolatility Chart

Current Fidelity Dividend ETF for Rising Rates volatility is 14.76%. 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.


FDRR (Fidelity Dividend ETF for Rising Rates)
Benchmark (S&P 500)

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