Performance analysis of FENY (FIDELITY MSCI ENERGY INDEX ETF)
Annual Return
Over the past 3 years, FENY has had an average annual return of +15.62%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FENY has had an average annual return of +23.62%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FENY has had an average annual return of +9.31%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 24, 2013, FENY has had an average annual return of +5.64%, underperforming the benchmark SPY, which returned +13.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +33.13% | +7.28% | +6.62% | -0.00757% | +63.09% | +55.71% | -33.15% | +9.06% | -19.98% | -2.31% | +27.10% | -23.11% |
| 2014 | 2013 | ||||||||||
| -9.89% | +3.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.17% | +9.62% | +10.37% | -2.03% | -6.15% | -4.83% | +10.15% | +33.13% | |||||
| 2025 | +2.05% | +2.47% | +3.26% | -13.62% | +1.90% | +5.20% | +2.73% | +3.53% | -0.09% | -1.02% | +2.54% | -0.53% | +7.28% |
| 2024 | -0.73% | +3.19% | +10.38% | -0.92% | +0.11% | -1.48% | +2.35% | -2.49% | -3.01% | +0.91% | +8.64% | -9.06% | +6.62% |
| 2023 | +2.94% | -6.60% | -1.11% | +2.32% | -9.45% | +7.51% | +8.35% | +2% | +2.41% | -5.42% | -1.19% | -0.17% | -0.00757% |
| 2022 | +17.39% | +7.63% | +10.09% | -1.81% | +15.17% | -17.21% | +10.67% | +3.21% | -9.42% | +24.26% | +1.34% | -3.88% | +63.09% |
| 2021 | +4.75% | +22.20% | +3.08% | +0.54% | +6.37% | +5.04% | -8.61% | -1.79% | +10.07% | +9.79% | -5.82% | +2.84% | +55.71% |
| 2020 | -11.55% | -14.77% | -36.67% | +32.18% | +1.91% | -0.82% | -4.53% | -0.63% | -14.86% | -3.42% | +27.77% | +5.13% | -33.15% |
| 2019 | +11.64% | +2.12% | +2.30% | -0.16% | -11.59% | +8.74% | -2.27% | -9.04% | +3.87% | -2.48% | +1.11% | +7% | +9.06% |
| 2018 | +3.04% | -10.79% | +2.10% | +9.68% | +3.61% | +0.61% | +1.17% | -2.92% | +2.57% | -12.13% | -2.74% | -13.37% | -19.98% |
| 2017 | -3.31% | -2.64% | -0.94% | -3.57% | -3.85% | -0.54% | +2.39% | -5.53% | +10.26% | -0.94% | +2.12% | +5.30% | -2.31% |
Drawdown analysis of FENY (FIDELITY MSCI ENERGY INDEX ETF)
The maximum drawdown for the FENY was -74.36%, occurring on Mar 18, 2020. Recovery took 525 trading sessions.
The current FENY drawdown is -5.75%.
Since Oct 24, 2013 FENY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.36% | Jun 23, 2014 | 1444 | Mar 18, 2020 | 525 | Apr 18, 2022 | 1969 |
| -26.59% | Jun 7, 2022 | 25 | Jul 14, 2022 | 77 | Nov 1, 2022 | 102 |
| -21.47% | Nov 22, 2024 | 91 | Apr 8, 2025 | 186 | Jan 5, 2026 | 277 |
| -18.50% | Nov 15, 2022 | 83 | Mar 17, 2023 | 120 | Sep 8, 2023 | 203 |
| -14.95% | Mar 27, 2026 | 65 | Jul 1, 2026 | Ongoing | Ongoing | Ongoing |
| -13.42% | Apr 5, 2024 | 109 | Sep 11, 2024 | 50 | Nov 20, 2024 | 159 |
| -13.04% | Sep 14, 2023 | 86 | Jan 18, 2024 | 42 | Mar 19, 2024 | 128 |
| -9.43% | Apr 18, 2022 | 5 | Apr 25, 2022 | 7 | May 4, 2022 | 12 |
| -8.48% | May 6, 2022 | 1 | May 9, 2022 | 6 | May 17, 2022 | 7 |
| -8.03% | Dec 31, 2013 | 24 | Feb 5, 2014 | 36 | Mar 28, 2014 | 60 |
| -5.08% | Nov 8, 2022 | 1 | Nov 9, 2022 | 4 | Nov 15, 2022 | 5 |
| -3.60% | Nov 22, 2013 | 12 | Dec 11, 2013 | 10 | Dec 26, 2013 | 22 |
| -3.52% | Jan 5, 2026 | 2 | Jan 7, 2026 | 4 | Jan 13, 2026 | 6 |
| -2.96% | May 17, 2022 | 2 | May 19, 2022 | 2 | May 23, 2022 | 4 |
| -2.34% | Mar 2, 2026 | 6 | Mar 10, 2026 | 2 | Mar 12, 2026 | 8 |
| -2.24% | Nov 1, 2022 | 1 | Nov 2, 2022 | 2 | Nov 4, 2022 | 3 |
| -2.24% | Feb 11, 2026 | 3 | Feb 17, 2026 | 2 | Feb 19, 2026 | 5 |
| -2.09% | Nov 4, 2013 | 3 | Nov 7, 2013 | 5 | Nov 14, 2013 | 8 |
| -2.06% | Apr 3, 2014 | 6 | Apr 11, 2014 | 2 | Apr 15, 2014 | 8 |
| -1.99% | May 7, 2014 | 7 | May 16, 2014 | 8 | May 29, 2014 | 15 |
| -1.91% | Jan 30, 2026 | 1 | Feb 2, 2026 | 1 | Feb 3, 2026 | 2 |
| -1.66% | May 4, 2022 | 1 | May 5, 2022 | 1 | May 6, 2022 | 2 |
| -1.58% | May 27, 2022 | 1 | May 31, 2022 | 1 | Jun 1, 2022 | 2 |
| -1.34% | Sep 8, 2023 | 1 | Sep 11, 2023 | 1 | Sep 12, 2023 | 2 |
| -1.24% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |