PortfoliosLab logoPortfoliosLab logo
Issuer
Fidelity
Inception Date
Jun 2, 2020
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$1B

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

FFLC Performance Chart

Fidelity Fundamental Large Cap Core ETF (FFLC) is up 8.2% since the beginning of the year. FFLC is currently trading at $58 per share. Investors who bought $1,000 worth of FFLC shares 5 years ago would now be looking at an investment worth $2,047.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Fundamental Large Cap Core ETF (FFLC) has returned 8.15% so far this year and 23.22% over the past 12 months.


Fidelity Fundamental Large Cap Core ETF

1D
-2.70%
1M
-0.03%
YTD
8.15%
6M
8.56%
1Y
23.22%
3Y*
22.32%
5Y*
15.41%
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.64%
YTD
7.86%
6M
7.47%
1Y
23.05%
3Y*
19.90%
5Y*
11.79%
10Y*
13.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FFLC Monthly Returns History

Based on dividend-adjusted daily data since Jun 4, 2020, FFLC's average daily return is +0.08%, while the average monthly return is +1.63%. At this rate, an investment would double in approximately 3.6 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +15.6%, while the worst month was Jun 2022 at -10.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FFLC closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +9.1%, while the worst single day was Jun 11, 2020 at -6.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.44%-0.49%-5.49%11.69%2.86%-2.27%8.15%
20252.95%-2.15%-5.65%-0.97%7.40%5.89%2.97%1.09%2.53%2.08%0.02%0.87%17.67%
20242.27%7.78%4.82%-3.45%5.14%2.84%0.48%2.66%2.06%-0.50%4.69%-3.30%27.89%
20235.86%-1.38%1.63%0.81%0.68%7.26%2.98%-0.93%-4.94%-2.20%9.39%4.38%25.07%
2022-0.75%1.62%2.26%-5.71%4.26%-10.17%7.70%-1.16%-8.42%12.27%5.21%-4.69%-0.04%
20210.29%8.09%5.50%4.02%3.31%-1.26%-0.24%1.27%-3.12%4.88%-5.56%5.85%24.53%

Benchmark Metrics

Fidelity Fundamental Large Cap Core ETF has an annualized alpha of 5.44%, beta of 0.92, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since June 05, 2020.

  • This ETF captured 104.86% of S&P 500 Index gains but only 85.68% of its losses - a favorable profile for investors.
  • This ETF generated an annualized alpha of 5.44% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 0.92 and R2 of 0.79, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
5.44%
Beta
0.92
0.79
Upside Capture
104.86%
Downside Capture
85.68%

Expense Ratio

FFLC has an expense ratio of 0.38%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FFLC ranks 61 for risk / return — better than 61% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


FFLC Risk / Return Rank: 6161
Overall Rank
FFLC Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
FFLC Sortino Ratio Rank: 6060
Sortino Ratio Rank
FFLC Omega Ratio Rank: 6262
Omega Ratio Rank
FFLC Calmar Ratio Rank: 5555
Calmar Ratio Rank
FFLC Martin Ratio Rank: 6767
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 Fundamental Large Cap Core ETF (FFLC) and compare them to S&P 500 Index.


FFLCBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.16

Omega ratioGain probability vs. loss probability

1.34

1.36

-0.03

Calmar ratioReturn relative to maximum drawdown

2.46

2.69

-0.22

Martin ratioReturn relative to average drawdown

11.13

12.34

-1.21

Dividends

Dividend History

Fidelity Fundamental Large Cap Core ETF provided a 1.02% dividend yield over the last twelve months, with an annual payout of $0.59 per share. The fund has been increasing its distributions for 2 consecutive years.


0.60%0.80%1.00%1.20%1.40%1.60%$0.00$0.10$0.20$0.30$0.40$0.50$0.60202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
Dividend$0.59$0.59$0.38$0.21$0.49$0.50$0.22

Dividend yield

1.02%1.10%0.82%0.57%1.67%1.68%0.89%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.12$0.00$0.00$0.00$0.12
2025$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.11$0.00$0.00$0.23$0.59
2024$0.00$0.00$0.06$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.10$0.38
2023$0.00$0.00$0.08$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.21
2022$0.00$0.00$0.09$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.15$0.49
2021$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.23$0.50

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Fundamental Large Cap Core 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 Fundamental Large Cap Core ETF was 19.72%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current Fidelity Fundamental Large Cap Core ETF drawdown is 2.70%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-19.72%Apr 2025
2mo 14d2mo 19d
5mo 3dJan 2025 - Jun 2025
Bear market2022
-15.87%Sep 2022
5mo 9d4mo 1d
9mo 10dApr 2022 - Jan 2023
2020 correction2020
-11.19%Jun 2020
17d4mo 12d
4mo 29dJun 2020 - Nov 2020
2026 pullback2026
-9.98%Mar 2026
1mo 18d15d
2mo 3dFeb 2026 - Apr 2026
2023 pullback2023
-9.40%Oct 2023
2mo 26d24d
3mo 20dAug 2023 - Nov 2023

Drawdown Indicators


FFLCBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-19.72%

-56.78%

+37.06%

Max Drawdown (1Y)

Largest decline over 1 year

-9.98%

-9.10%

-0.88%

Max Drawdown (3Y)

Largest decline over 3 years

-19.72%

-18.90%

-0.82%

Max Drawdown (5Y)

Largest decline over 5 years

-19.72%

-25.43%

+5.71%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.70%

-2.97%

+0.27%

Average Drawdown

Average peak-to-trough decline

-2.99%

-10.72%

+7.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.20%

1.97%

+0.23%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FFLC

Add Fidelity Fundamental Large Cap Core 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 FFLC