Fidelity Women's Leadership ETF (FDWM)
FDWM is a passive ETF by Fidelity tracking the investment results of the Russell 3000. FDWM launched on Jun 15, 2021 and has a 0.59% expense ratio.
ETF Info
US3160922874
Jun 15, 2021
Global (Broad)
1x
Russell 3000
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Women's Leadership 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 Women's Leadership ETF had a return of 14.38% year-to-date (YTD) and 23.55% in the last 12 months.
FDWM
14.38%
0.20%
5.19%
23.55%
N/A
N/A
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of FDWM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.10% | 5.31% | 4.31% | -5.15% | 3.36% | 0.95% | 1.63% | 1.48% | 2.20% | -2.88% | 14.38% | ||
| 2023 | 8.33% | -1.63% | 0.54% | -0.63% | -0.40% | 6.82% | 3.07% | -1.83% | -6.08% | -2.70% | 9.91% | 6.68% | 22.79% |
| 2022 | -8.30% | -2.46% | 1.76% | -8.82% | 0.03% | -7.96% | 9.72% | -3.60% | -9.22% | 10.39% | 6.08% | -5.69% | -18.96% |
| 2021 | 2.07% | 0.79% | 2.28% | -5.16% | 6.49% | -3.05% | 2.27% | 5.37% |
Expense Ratio
FDWM features an expense ratio of 0.59%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FDWM is 59, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Women's Leadership ETF (FDWM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Women's Leadership ETF provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.14 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.14 | $0.16 | $0.15 | $0.04 |
Dividend yield | 0.60% | 0.80% | 0.90% | 0.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Women's Leadership 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.09 | |
| 2023 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.16 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.15 |
| 2021 | $0.02 | $0.00 | $0.00 | $0.02 | $0.04 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Women's Leadership 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 Women's Leadership ETF was 29.13%, occurring on Sep 30, 2022. Recovery took 345 trading sessions.
The current Fidelity Women's Leadership ETF drawdown is 1.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.13% | Nov 9, 2021 | 225 | Sep 30, 2022 | 345 | Feb 15, 2024 | 570 |
| -9.45% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -6.12% | Apr 1, 2024 | 15 | Apr 19, 2024 | 55 | Jul 10, 2024 | 70 |
| -6% | Sep 7, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
| -4.04% | Jul 13, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
Volatility
Volatility Chart
The current Fidelity Women's Leadership ETF volatility is 3.82%, 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.