Performance analysis of FDRR (FIDELITY DIVIDEND ETF FOR RISING RATES)
Annual Return
Over the past 3 years, FDRR has had an average annual return of +21.06%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FDRR has had an average annual return of +12.37%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 15, 2016, FDRR has had an average annual return of +13.67%, underperforming the benchmark SPY, which returned +15.64% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.02% | +21.70% | +20.24% | +13.68% | -9.72% | +26.09% | +8.32% | +26.87% | -3.59% | +19.28% | +5.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.88% | -0.50% | -4.37% | +7.70% | +5.93% | -0.54% | +10.02% | ||||||
| 2025 | +1.48% | +1.42% | -4.98% | -2.52% | +5.84% | +6.04% | +1.78% | +3.81% | +2.86% | +2.35% | +1.41% | +0.84% | +21.70% |
| 2024 | +0.57% | +2.22% | +3.79% | -3.65% | +5.97% | +2.16% | +2.46% | +3.33% | +1.37% | -0.01% | +4.34% | -3.50% | +20.24% |
| 2023 | +4.37% | -2.98% | +1.73% | +1.33% | -3.47% | +5.88% | +3.02% | -2.14% | -4.85% | -2.18% | +7.97% | +5.19% | +13.68% |
| 2022 | -1.67% | -2.78% | +3.36% | -6.36% | +1.56% | -8.01% | +6.40% | -3.77% | -9.63% | +10.40% | +6.74% | -4.21% | -9.72% |
| 2021 | +0.52% | +3.24% | +5.83% | +3.50% | +1.68% | +0.48% | +0.93% | +1.64% | -3.92% | +5.01% | -1.41% | +6.39% | +26.09% |
| 2020 | -1.37% | -9.03% | -15.13% | +11.60% | +3.39% | +1.79% | +3.15% | +6.09% | -2.92% | -3.29% | +12.43% | +4.87% | +8.32% |
| 2019 | +6.63% | +2.87% | +1.36% | +3.39% | -7.90% | +7.21% | +1.24% | -2.67% | +3.54% | +2.08% | +3.58% | +3.61% | +26.87% |
| 2018 | +4.42% | -3.14% | -2.97% | +0.17% | +2.10% | -0.06% | +4.13% | +2.57% | +0.82% | -4.73% | +2.27% | -8.40% | -3.59% |
| 2017 | +1.43% | +4.05% | +0.25% | +0.25% | +0.64% | +1.42% | +1.07% | -0.10% | +2.66% | +1.19% | +3.50% | +1.49% | +19.28% |
Drawdown analysis of FDRR (FIDELITY DIVIDEND ETF FOR RISING RATES)
The maximum drawdown for the FDRR was -36.48%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.
The current FDRR drawdown is -1.15%.
Since Sep 15, 2016 FDRR has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.48% | Feb 12, 2020 | 27 | Mar 23, 2020 | 172 | Nov 24, 2020 | 199 |
| -20.92% | Jan 4, 2022 | 186 | Sep 30, 2022 | 303 | Dec 14, 2023 | 489 |
| -18.04% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -15.96% | Sep 21, 2018 | 64 | Dec 24, 2018 | 69 | Apr 4, 2019 | 133 |
| -9.97% | Jan 26, 2018 | 39 | Mar 23, 2018 | 108 | Aug 27, 2018 | 147 |
| -8.51% | Feb 6, 2026 | 34 | Mar 27, 2026 | 14 | Apr 17, 2026 | 48 |
| -8.04% | May 3, 2019 | 19 | May 31, 2019 | 23 | Jul 3, 2019 | 42 |
| -7.65% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -6.64% | Jul 26, 2019 | 14 | Aug 15, 2019 | 18 | Sep 11, 2019 | 32 |
| -5.03% | Mar 28, 2024 | 15 | Apr 19, 2024 | 16 | May 13, 2024 | 31 |
| -4.69% | Dec 5, 2024 | 23 | Jan 10, 2025 | 23 | Feb 13, 2025 | 46 |
| -4.34% | Sep 2, 2021 | 19 | Sep 30, 2021 | 14 | Oct 20, 2021 | 33 |
| -4.12% | Oct 28, 2025 | 17 | Nov 20, 2025 | 4 | Nov 26, 2025 | 21 |
| -4.04% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -4.02% | Sep 22, 2016 | 31 | Nov 4, 2016 | 6 | Nov 14, 2016 | 37 |
| -3.88% | Nov 16, 2021 | 10 | Dec 1, 2021 | 4 | Dec 7, 2021 | 14 |
| -3.86% | Sep 12, 2019 | 14 | Oct 2, 2019 | 13 | Oct 21, 2019 | 27 |
| -3.74% | Jan 23, 2020 | 6 | Jan 31, 2020 | 4 | Feb 6, 2020 | 10 |
| -3.39% | May 7, 2021 | 29 | Jun 18, 2021 | 9 | Jul 1, 2021 | 38 |
| -3.16% | Jan 26, 2021 | 3 | Jan 29, 2021 | 5 | Feb 5, 2021 | 8 |
| -3.10% | Oct 3, 2025 | 5 | Oct 10, 2025 | 10 | Oct 24, 2025 | 15 |
| -2.95% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.93% | Jul 12, 2021 | 5 | Jul 19, 2021 | 5 | Jul 26, 2021 | 10 |
| -2.65% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -2.58% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |