Performance analysis of FDVV (FIDELITY HIGH DIVIDEND ETF)
Annual Return
Over the past 3 years, FDVV has had an average annual return of +20.58%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FDVV has had an average annual return of +13.76%, underperforming the benchmark SPY, which returned +14% annual.
Since Sep 15, 2016, FDVV has had an average annual return of +13.59%, underperforming the benchmark SPY, which returned +15.73% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.63% | +17.08% | +21.80% | +18.04% | -4.20% | +29.28% | +2.89% | +24.05% | -1.24% | +13.98% | +5.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.56% | +1.51% | -5.64% | +6.93% | +4.35% | +0.02% | +9.63% | ||||||
| 2025 | +1.12% | +1.82% | -2.72% | -3.27% | +4.69% | +4.48% | +2.90% | +3.06% | +1.67% | +0.50% | +1.82% | +0.13% | +17.08% |
| 2024 | +1.21% | +2.29% | +4.39% | -2.54% | +5.95% | +0.66% | +4.13% | +2.89% | +1.66% | -0.59% | +4.53% | -4.20% | +21.80% |
| 2023 | +6.14% | -3.18% | +0.72% | +1.89% | -2.73% | +6.26% | +4.41% | -1.83% | -4.53% | -2.33% | +7.61% | +5.30% | +18.04% |
| 2022 | +0.37% | -1.43% | +5.29% | -6.44% | +3.26% | -9.71% | +7.04% | -3.05% | -10.51% | +10.21% | +7.72% | -4.37% | -4.20% |
| 2021 | +0.03% | +4.92% | +6.32% | +3.88% | +2.55% | +0.27% | +1.09% | +1.57% | -3.53% | +5.30% | -1.69% | +5.78% | +29.28% |
| 2020 | -0.80% | -10.00% | -19.74% | +13.19% | +2.77% | +2.53% | +1.73% | +5.34% | -3.70% | -2.77% | +14.10% | +5.17% | +2.89% |
| 2019 | +7.73% | +1.19% | +1.98% | +2% | -7.13% | +5.82% | +1.66% | -2.88% | +4.09% | +1.52% | +2.59% | +4% | +24.05% |
| 2018 | +3.97% | -2.96% | -1.78% | +1.98% | +1.85% | +1.10% | +3.07% | +2.48% | -0.06% | -3.69% | +1.93% | -8.44% | -1.24% |
| 2017 | +0.72% | +2.47% | +0.00922% | -0.06% | +0.10% | +1.01% | +0.84% | -0.99% | +2.28% | +1.51% | +3.48% | +1.88% | +13.98% |
Drawdown analysis of FDVV (FIDELITY HIGH DIVIDEND ETF)
The maximum drawdown for the FDVV was -40.21%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
Since Sep 15, 2016 FDVV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.21% | Feb 14, 2020 | 25 | Mar 23, 2020 | 200 | Jan 6, 2021 | 225 |
| -20.17% | Mar 29, 2022 | 128 | Sep 30, 2022 | 194 | Jul 12, 2023 | 322 |
| -15.90% | Feb 20, 2025 | 33 | Apr 8, 2025 | 52 | Jun 24, 2025 | 85 |
| -15.03% | Sep 21, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -10.00% | Jul 26, 2023 | 66 | Oct 27, 2023 | 32 | Dec 13, 2023 | 98 |
| -9.29% | Feb 11, 2026 | 31 | Mar 27, 2026 | 27 | May 6, 2026 | 58 |
| -9.08% | Jan 26, 2018 | 9 | Feb 8, 2018 | 104 | Jul 10, 2018 | 113 |
| -7.13% | Apr 30, 2019 | 22 | May 31, 2019 | 23 | Jul 3, 2019 | 45 |
| -5.84% | Jan 12, 2022 | 28 | Feb 23, 2022 | 19 | Mar 22, 2022 | 47 |
| -5.68% | Jul 29, 2019 | 12 | Aug 14, 2019 | 19 | Sep 11, 2019 | 31 |
| -5.64% | Nov 29, 2024 | 14 | Dec 19, 2024 | 39 | Feb 19, 2025 | 53 |
| -5.05% | Jul 16, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
| -5.01% | Sep 22, 2016 | 31 | Nov 4, 2016 | 10 | Nov 18, 2016 | 41 |
| -4.33% | Nov 15, 2021 | 11 | Dec 1, 2021 | 7 | Dec 10, 2021 | 18 |
| -4.25% | Sep 2, 2021 | 11 | Sep 20, 2021 | 19 | Oct 15, 2021 | 30 |
| -4.04% | Mar 28, 2024 | 13 | Apr 17, 2024 | 15 | May 8, 2024 | 28 |
| -3.91% | Jun 11, 2021 | 5 | Jun 18, 2021 | 15 | Jul 12, 2021 | 20 |
| -3.77% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -3.45% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.27% | Jul 12, 2021 | 5 | Jul 19, 2021 | 8 | Jul 29, 2021 | 13 |
| -3.26% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -3.24% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -3.01% | Mar 1, 2017 | 54 | May 17, 2017 | 11 | Jun 2, 2017 | 65 |
| -2.99% | Sep 19, 2019 | 9 | Oct 2, 2019 | 11 | Oct 17, 2019 | 20 |
| -2.90% | May 7, 2021 | 3 | May 12, 2021 | 3 | May 17, 2021 | 6 |