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Fidelity MSCI Health Care Index ETF

FHLC
ETF · Currency in USD
ISIN
US3160926008
CUSIP
316092600
Issuer
Fidelity
Inception Date
Oct 21, 2013
Region
North America (U.S.)
Category
Health & Biotech Equities
Expense Ratio
0.08%
Index Tracked
MSCI USA IMI Health Care Index
ETF Home Page
screener.fidelity.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

FHLCPrice Chart


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S&P 500

FHLCPerformance

The chart shows the growth of $10,000 invested in Fidelity MSCI Health Care Index ETF on Oct 25, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $27,246 for a total return of roughly 172.46%. All prices are adjusted for splits and dividends.


FHLC (Fidelity MSCI Health Care Index ETF)
Benchmark (S&P 500)

FHLCReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.58%
YTD6.60%
6M12.29%
1Y27.28%
5Y15.43%
10Y14.29%

FHLCMonthly Returns Heatmap


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FHLCSharpe 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 MSCI Health Care Index ETF Sharpe ratio is 1.64. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


FHLC (Fidelity MSCI Health Care Index ETF)
Benchmark (S&P 500)

FHLCDividends

Fidelity MSCI Health Care Index ETF granted a 1.28% dividend yield in the last twelve months, as of May 3, 2021. The annual payout for that period amounted to $0.78 per share.


PeriodTTM20202019201820172016201520142013
Dividend$0.78$0.84$0.59$0.89$0.55$0.46$0.72$0.34$0.05
Dividend yield
1.28%1.45%1.18%2.14%1.38%1.40%2.07%1.03%0.20%

FHLCDrawdowns Chart

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


FHLC (Fidelity MSCI Health Care Index ETF)
Benchmark (S&P 500)

FHLCWorst Drawdowns

The table below shows the maximum drawdowns of the Fidelity MSCI Health Care Index ETF. 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 MSCI Health Care Index ETF is 28.76%, recorded on Mar 23, 2020. It took 53 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-28.76%Feb 20, 202023Mar 23, 202053Jun 8, 202076
-20.42%Jul 21, 2015143Feb 11, 2016328Jun 1, 2017471
-17.02%Oct 2, 201858Dec 24, 2018221Nov 8, 2019279
-12.08%Jan 29, 201844Apr 2, 201886Aug 2, 2018130
-8.27%Mar 5, 201428Apr 11, 201448Jun 20, 201476
-7.87%Feb 16, 202113Mar 4, 202129Apr 15, 202142
-7.17%Sep 25, 201416Oct 16, 20146Oct 24, 201422
-6.62%Jun 9, 20203Jun 11, 202022Jul 14, 202025
-6.58%Oct 13, 202014Oct 30, 20203Nov 4, 202017
-6.29%Sep 3, 202015Sep 24, 202010Oct 8, 202025

FHLCVolatility Chart

Current Fidelity MSCI Health Care Index ETF volatility is 10.10%. 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.


FHLC (Fidelity MSCI Health Care Index ETF)
Benchmark (S&P 500)

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