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Fidelity MSCI Industrials Index ETF (FIDU)

ETF · Currency in USD
ISIN
US3160927097
CUSIP
316092709
Issuer
Fidelity
Inception Date
Oct 21, 2013
Region
North America (U.S.)
Category
Industrials Equities
Expense Ratio
0.08%
Index Tracked
MSCI USA IMI Industrials Index
ETF Home Page
screener.fidelity.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

FIDUPrice Chart


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FIDUPerformance

The chart shows the growth of $10,000 invested in Fidelity MSCI Industrials Index ETF on Oct 25, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $25,131 for a total return of roughly 151.31%. All prices are adjusted for splits and dividends.


FIDU (Fidelity MSCI Industrials Index ETF)
Benchmark (S&P 500)

FIDUReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-0.41%-1.87%
1M0.07%-0.21%
6M4.44%8.24%
1Y18.27%24.78%
5Y13.15%15.48%
10Y11.90%12.72%

FIDUMonthly Returns Heatmap


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FIDUSharpe 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 Industrials Index ETF Sharpe ratio is 1.09. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


FIDU (Fidelity MSCI Industrials Index ETF)
Benchmark (S&P 500)

FIDUDividends

Fidelity MSCI Industrials Index ETF granted a 0.85% dividend yield in the last twelve months, as of Jan 8, 2022. The annual payout for that period amounted to $0.47 per share.


PeriodTTM202120202019201820172016201520142013
Dividend$0.47$0.47$0.60$0.73$0.65$0.62$0.52$0.54$0.45$0.08

Dividend yield

0.85%0.84%1.29%1.78%2.08%1.71%1.76%2.18%1.74%0.35%

FIDUDrawdowns Chart

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


FIDU (Fidelity MSCI Industrials Index ETF)
Benchmark (S&P 500)

FIDUWorst Drawdowns

The table below shows the maximum drawdowns of the Fidelity MSCI Industrials 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 Industrials Index ETF is 42.31%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.31%Feb 13, 202027Mar 23, 2020161Nov 9, 2020188
-24.53%Sep 24, 201864Dec 24, 2018139Jul 16, 2019203
-16.21%Mar 3, 2015224Jan 20, 201667Apr 26, 2016291
-11.25%Jun 10, 201488Oct 13, 201418Nov 6, 2014106
-11.11%Jan 29, 201866May 2, 201896Sep 18, 2018162
-7.7%Jul 25, 201916Aug 15, 201920Sep 13, 201936
-7.59%Nov 17, 202110Dec 1, 2021
-7.31%Jan 16, 201412Feb 3, 201420Mar 4, 201432
-6.6%Jun 9, 201613Jun 27, 20168Jul 8, 201621
-6.38%Aug 12, 202135Sep 30, 202115Oct 21, 202150

FIDUVolatility Chart

Current Fidelity MSCI Industrials Index ETF volatility is 13.48%. 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.


FIDU (Fidelity MSCI Industrials Index ETF)
Benchmark (S&P 500)

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