Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged) (FSMP.L)
FSMP.L is a passive ETF by Fidelity International tracking the investment results of the Bloomberg Gbl Agg Corp TR Hdg GBP. FSMP.L launched on Mar 23, 2021 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00BM9GRN41 |
|---|---|
| WKN | A2QKYN |
| Issuer | Fidelity International |
| Inception Date | Mar 23, 2021 |
| Category | Global Corporate Bonds |
| Index Tracked | Bloomberg Gbl Agg Corp TR Hdg GBP |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
FSMP.L has a high expense ratio of 0.30%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged) had a return of -0.36% year-to-date (YTD) and 5.65% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.36% | 11.29% |
| 1 month | 1.70% | 4.87% |
| 6 months | 5.52% | 17.88% |
| 1 year | 5.65% | 29.16% |
| 5 years (annualized) | N/A | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of FSMP.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.21% | -1.35% | 1.26% | -1.82% | -0.36% | ||||||||
| 2023 | 3.16% | -2.77% | 2.14% | 0.66% | -1.25% | 0.27% | 0.66% | -0.58% | -1.79% | -1.13% | 4.75% | 3.91% | 8.01% |
| 2022 | -2.82% | -2.08% | -1.76% | -4.13% | 0.12% | -2.75% | 3.51% | -2.87% | -5.25% | -0.83% | 3.82% | -0.32% | -14.67% |
| 2021 | 0.51% | 1.09% | 0.05% | 1.57% | 1.18% | -0.55% | -1.11% | 0.25% | 0.10% | -0.04% | 3.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSMP.L is 38, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
FSMP.L (Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged) (FSMP.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged). 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 Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged) was 20.12%, occurring on Oct 21, 2022. The portfolio has not yet recovered.
The current Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged) drawdown is 9.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.12% | Aug 3, 2021 | 307 | Oct 21, 2022 | — | — | — |
| -1.06% | May 7, 2021 | 6 | May 14, 2021 | 7 | May 25, 2021 | 13 |
| -0.83% | Apr 8, 2021 | 8 | Apr 19, 2021 | 1 | Apr 20, 2021 | 9 |
| -0.73% | Jun 2, 2021 | 1 | Jun 2, 2021 | 2 | Jun 4, 2021 | 3 |
| -0.62% | Jun 21, 2021 | 1 | Jun 21, 2021 | 5 | Jun 28, 2021 | 6 |
Volatility
Volatility Chart
The current Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged) volatility is 1.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.