Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc (FUSR.DE)
FUSR.DE is a passive ETF by Fidelity International tracking the investment results of the Fidelity Sustainable Research Enhanced US Equity. FUSR.DE launched on May 21, 2020 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00BKSBGS44 |
|---|---|
| WKN | A2P0ZN |
| Issuer | Fidelity International |
| Inception Date | May 21, 2020 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Fidelity Sustainable Research Enhanced US Equity |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
FUSR.DE features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FUSR.DE vs. SCHD, FUSR.DE vs. QQQ, FUSR.DE vs. SMH, FUSR.DE vs. VOO, FUSR.DE vs. BRK-B, FUSR.DE vs. DGRW
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc, 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 Research Enhanced US Equity UCITS ETF Acc had a return of 32.11% year-to-date (YTD) and 39.59% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 32.11% | 25.70% |
| 1 month | 6.12% | 3.51% |
| 6 months | 16.81% | 14.80% |
| 1 year | 39.59% | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of FUSR.DE, 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 | 4.25% | 4.34% | 3.43% | -1.78% | 1.88% | 6.92% | 0.05% | -0.96% | 1.59% | 2.81% | 32.11% | ||
| 2023 | 4.73% | 0.99% | 0.27% | 0.11% | 4.67% | 4.24% | 2.53% | 0.47% | -1.79% | -2.95% | 6.39% | 3.25% | 24.94% |
| 2022 | -6.23% | -1.77% | 5.75% | -3.58% | -4.27% | -5.97% | 11.35% | -1.63% | -5.46% | 4.09% | -1.97% | -7.02% | -16.94% |
| 2021 | 0.80% | 2.46% | 6.61% | 2.72% | -1.68% | 5.83% | 2.45% | 3.46% | -2.22% | 6.05% | 2.62% | 4.03% | 38.09% |
| 2020 | -1.05% | 0.77% | 7.47% | -2.09% | -1.88% | 8.04% | 1.54% | 12.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FUSR.DE is 89, placing it in the top 11% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc (FUSR.DE) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc. 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 Research Enhanced US Equity UCITS ETF Acc was 18.41%, occurring on Jun 16, 2022. Recovery took 314 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.41% | Jan 5, 2022 | 115 | Jun 16, 2022 | 314 | Sep 5, 2023 | 429 |
| -8.35% | Jul 17, 2024 | 14 | Aug 5, 2024 | 44 | Oct 4, 2024 | 58 |
| -8.26% | Sep 3, 2020 | 13 | Sep 21, 2020 | 15 | Oct 12, 2020 | 28 |
| -6.67% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
| -6.6% | Sep 6, 2023 | 38 | Oct 27, 2023 | 18 | Nov 22, 2023 | 56 |
Volatility
Volatility Chart
The current Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc volatility is 5.11%, 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.