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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 FIDU on Oct 25, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $23,520 for a total return of roughly 135.20%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%2014201620182020
135.20%
132.52%
S&P 500

FIDUReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M5.74%
YTD12.82%
6M26.62%
1Y66.76%
5Y15.55%
10Y12.20%

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 3.28. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.002015201620172018201920202021
3.28

FIDUDividends

Fidelity MSCI Industrials Index ETF granted a 1.08% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $0.57 per share.


PeriodTTM20202019201820172016201520142013
Dividend$0.57$0.60$0.73$0.65$0.62$0.52$0.54$0.45$0.08
Dividend yield
1.08%1.28%1.73%1.99%1.60%1.63%1.98%1.55%0.31%

FIDUDrawdowns Chart


-40.00%-30.00%-20.00%-10.00%0.00%2014201620182020
-0.21%

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 {{portfolioName}} 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, 201668Apr 27, 2016292
-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
-7.31%Jan 16, 201412Feb 3, 201420Mar 4, 201432
-6.6%Jun 9, 201613Jun 27, 20168Jul 8, 201621
-6.37%Jan 13, 202112Jan 29, 20217Feb 9, 202119
-6.13%Sep 16, 201917Oct 8, 201914Oct 28, 201931

FIDUVolatility Chart

Current Fidelity MSCI Industrials Index ETF volatility is 12.37%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%2014201620182020
12.37%

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