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ISIN
US3160928814
CUSIP
316092881
Issuer
Fidelity
Inception Date
Oct 21, 2013
Region
North America (U.S.)
Category
Materials
Leveraged
1x (No leverage)
Index Tracked
MSCI USA IMI Materials Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$616M

Share Price Chart


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Performance

FMAT Performance Chart

Fidelity MSCI Materials Index ETF (FMAT) is up 15.0% since the beginning of the year. FMAT is currently trading at $61 per share. Investors who bought $1,000 worth of FMAT shares 5 years ago would now be looking at an investment worth $1,441.


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S&P 500 Index

Returns By Period

Fidelity MSCI Materials Index ETF (FMAT) has returned 14.97% so far this year and 24.17% over the past 12 months. Over the last ten years, FMAT has returned 10.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


Fidelity MSCI Materials Index ETF

1D
0.21%
1M
4.72%
YTD
14.97%
6M
15.90%
1Y
24.17%
3Y*
11.67%
5Y*
7.58%
10Y*
10.55%

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FMAT Monthly Returns History

Based on dividend-adjusted daily data since Oct 24, 2013, FMAT's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +15.6%, while the worst month was Mar 2020 at -15.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FMAT closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +11.7%, while the worst single day was Mar 16, 2020 at -11.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.57%8.43%-7.47%3.14%0.10%2.24%14.97%
20254.94%-0.40%-3.64%-1.63%2.80%2.53%0.06%6.77%-1.19%-4.67%4.04%2.54%12.11%
2024-4.10%5.73%6.40%-4.89%3.73%-3.98%5.79%1.18%2.85%-2.59%3.05%-11.05%0.47%
20239.62%-2.84%-1.48%-0.94%-6.58%11.11%3.71%-3.31%-5.13%-3.85%8.78%5.92%13.71%
2022-6.97%0.47%6.03%-4.13%1.13%-14.36%7.12%-3.14%-10.20%9.60%11.11%-5.26%-11.54%
2021-2.52%4.83%8.33%4.90%5.39%-5.17%1.51%1.92%-7.01%7.27%-0.86%7.33%27.45%

Benchmark Metrics

Fidelity MSCI Materials Index ETF has an annualized alpha of -2.18%, beta of 0.99, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since October 24, 2013.

  • This ETF participated in 112.91% of S&P 500 Index downside but only 97.79% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -2.18% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • With beta of 0.99 and R2 of 0.70, 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
-2.18%
Beta
0.99
0.70
Upside Capture
97.79%
Downside Capture
112.91%

Expense Ratio

FMAT has an expense ratio of 0.08%, which is considered low.


Return for Risk

Risk / Return Rank

FMAT ranks 37 for risk / return — below 37% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FMAT Risk / Return Rank: 3737
Overall Rank
FMAT Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
FMAT Sortino Ratio Rank: 3838
Sortino Ratio Rank
FMAT Omega Ratio Rank: 3535
Omega Ratio Rank
FMAT Calmar Ratio Rank: 3737
Calmar Ratio Rank
FMAT Martin Ratio Rank: 3838
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 MSCI Materials Index ETF (FMAT) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FMATBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.66

Sortino ratioReturn per unit of downside risk

-0.79

Omega ratioGain probability vs. loss probability

1.23

1.36

-0.13

Calmar ratioReturn relative to maximum drawdown

1.80

2.71

-0.90

Martin ratioReturn relative to average drawdown

5.76

12.15

-6.39

Dividends

Dividend History

Fidelity MSCI Materials Index ETF provided a 1.39% dividend yield over the last twelve months, with an annual payout of $0.85 per share.


1.40%1.60%1.80%2.00%2.20%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.85$0.87$0.81$0.83$0.87$0.72$0.70$0.65$0.62$0.54$0.51$0.52

Dividend yield

1.39%1.64%1.68%1.71%2.00%1.44%1.73%1.89%2.18%1.53%1.78%2.16%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity MSCI Materials Index 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$0.20$0.00$0.00$0.00$0.20
2025$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.21$0.87
2024$0.00$0.00$0.21$0.00$0.00$0.19$0.00$0.00$0.21$0.00$0.00$0.21$0.81
2023$0.00$0.00$0.20$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.83
2022$0.00$0.00$0.20$0.00$0.00$0.27$0.00$0.00$0.20$0.00$0.00$0.21$0.87
2021$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.00$0.20$0.00$0.00$0.19$0.72

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity MSCI Materials Index 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 MSCI Materials Index ETF was 41.11%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.

The current Fidelity MSCI Materials Index ETF drawdown is 2.34%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-41.11%Mar 2020
2y 1mo5mo 12d
2y 7moJan 2018 - Sep 2020
2016 bear market2016
-27.24%Jan 2016
11mo 4d9mo 25d
1y 8moFeb 2015 - Nov 2016
Bear market2022
-25.40%Sep 2022
5mo 8d1y 5mo
1y 10moApr 2022 - Feb 2024
2025 selloff2025
-23.17%Apr 2025
5mo 19d8mo 22d
1y 2moOct 2024 - Dec 2025
2026 correction2026
-13.48%Mar 2026
18d
3mo 17dMar 2026 - now

Drawdown Indicators


FMATBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-41.11%

-56.78%

+15.67%

Max Drawdown (1Y)

Largest decline over 1 year

-13.48%

-9.10%

-4.38%

Max Drawdown (3Y)

Largest decline over 3 years

-23.17%

-18.90%

-4.27%

Max Drawdown (5Y)

Largest decline over 5 years

-25.40%

-25.43%

+0.03%

Max Drawdown (10Y)

Largest decline over 10 years

-41.11%

-33.92%

-7.19%

Current Drawdown

Current decline from peak

-2.34%

-1.29%

-1.05%

Average Drawdown

Average peak-to-trough decline

-6.87%

-10.72%

+3.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.21%

2.02%

+2.19%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FMAT

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