Performance analysis of FBCV (FIDELITY BLUE CHIP VALUE ETF)
Annual Return
Over the past 3 years, FBCV has had an average annual return of +14.60%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FBCV has had an average annual return of +10.11%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Jun 4, 2020, FBCV has had an average annual return of +14.07%, underperforming the benchmark SPY, which returned +16.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.74% | +16.35% | +10.25% | +5.46% | -2.26% | +26.22% | +16.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.89% | +2.39% | -4.80% | +7.11% | +1.43% | +2.19% | +2.07% | +14.74% | |||||
| 2025 | +2.53% | +0.57% | -1.43% | -2.53% | +3.20% | +2.27% | -0.21% | +3.92% | +0.73% | +1.45% | +2.98% | +1.97% | +16.35% |
| 2024 | +0.15% | +2.50% | +4.65% | -3.83% | +2% | -1.48% | +5.07% | +3.42% | +0.65% | -1.08% | +5.37% | -6.85% | +10.25% |
| 2023 | +2.34% | -4.06% | -1.08% | +2.50% | -3.96% | +4.50% | +3.43% | -2.14% | -2.12% | -2.35% | +4.76% | +4.15% | +5.46% |
| 2022 | -1.12% | -0.17% | +1.61% | -4.76% | +2.76% | -6.28% | +4.31% | -2.17% | -7.59% | +10.91% | +4.99% | -3.24% | -2.26% |
| 2021 | +0.12% | +3.36% | +7.62% | +4.84% | +3.37% | -2.24% | +1.34% | +2.13% | -4.30% | +4.78% | -3.94% | +7.30% | +26.22% |
| 2020 | -4.42% | +2.36% | +4.74% | -2.21% | -0.04% | +13.06% | +3.29% | +16.99% |
Drawdown analysis of FBCV (FIDELITY BLUE CHIP VALUE ETF)
The maximum drawdown for the FBCV was -15.55%, occurring on Sep 30, 2022. Recovery took 310 trading sessions.
The current FBCV drawdown is -0.92%.
Since Jun 4, 2020 FBCV has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.55% | Apr 20, 2022 | 113 | Sep 30, 2022 | 310 | Dec 26, 2023 | 423 |
| -14.32% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -12.92% | Jun 8, 2020 | 14 | Jun 26, 2020 | 92 | Nov 5, 2020 | 106 |
| -7.04% | Feb 11, 2026 | 31 | Mar 27, 2026 | 23 | Apr 30, 2026 | 54 |
| -6.26% | Nov 15, 2021 | 11 | Dec 1, 2021 | 11 | Dec 16, 2021 | 22 |
| -6.05% | Jan 12, 2022 | 37 | Mar 8, 2022 | 23 | Apr 8, 2022 | 60 |
| -5.50% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -4.88% | Sep 2, 2021 | 19 | Sep 30, 2021 | 15 | Oct 21, 2021 | 34 |
| -4.60% | May 7, 2021 | 29 | Jun 18, 2021 | 37 | Aug 11, 2021 | 66 |
| -4.49% | Jan 20, 2021 | 7 | Jan 29, 2021 | 15 | Feb 22, 2021 | 22 |
| -4.43% | Jul 30, 2024 | 4 | Aug 5, 2024 | 9 | Aug 16, 2024 | 13 |
| -3.12% | Oct 16, 2024 | 13 | Nov 4, 2024 | 2 | Nov 6, 2024 | 15 |
| -3.08% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -3.07% | Feb 24, 2021 | 2 | Feb 26, 2021 | 5 | Mar 5, 2021 | 7 |
| -2.93% | Nov 12, 2025 | 6 | Nov 20, 2025 | 3 | Nov 25, 2025 | 9 |
| -2.77% | Dec 16, 2021 | 2 | Dec 20, 2021 | 4 | Dec 27, 2021 | 6 |
| -2.77% | Nov 16, 2020 | 4 | Nov 20, 2020 | 2 | Nov 24, 2020 | 6 |
| -2.57% | Aug 30, 2024 | 7 | Sep 11, 2024 | 8 | Sep 23, 2024 | 15 |
| -2.52% | Jan 8, 2024 | 7 | Jan 18, 2024 | 8 | Jan 30, 2024 | 15 |
| -2.44% | Mar 15, 2021 | 6 | Mar 23, 2021 | 3 | Mar 26, 2021 | 9 |
| -2.11% | Jul 17, 2024 | 5 | Jul 24, 2024 | 2 | Jul 26, 2024 | 7 |
| -2.04% | Dec 4, 2020 | 6 | Dec 14, 2020 | 12 | Dec 31, 2020 | 18 |
| -1.94% | Nov 11, 2024 | 6 | Nov 19, 2024 | 3 | Nov 22, 2024 | 9 |
| -1.79% | Nov 24, 2020 | 3 | Nov 30, 2020 | 4 | Dec 4, 2020 | 7 |
| -1.71% | Aug 16, 2021 | 3 | Aug 19, 2021 | 6 | Aug 27, 2021 | 9 |