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Performance analysis of FMAG (FIDELITY MAGELLAN ETF)

Annual Return

Over the past 3 years, FMAG has had an average annual return of +17.44%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, FMAG has had an average annual return of +9.55%, underperforming the benchmark SPY, which returned +12.73% annual.

Since Feb 4, 2021, FMAG has had an average annual return of +11.33%, underperforming the benchmark SPY, which returned +14.43% annual.

202620252024202320222021
+5.33%+10.40%+28.52%+31.25%-26.92%+25.37%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.64%-2.10%-5.98%+12.65%+3%+0.23%-2.24%+5.33%
2025+4.02%-2.87%-6.97%+2.68%+9.18%+5.24%+2.36%-0.83%+1.18%-0.23%-1.77%-1.10%+10.40%
2024+4.11%+8.36%+3.21%-3.91%+4.27%+5.54%-0.66%+1.82%+2.08%-1.05%+5.25%-2.91%+28.52%
2023+6.94%-2.03%+3.65%+0.69%+2.01%+6.47%+2.06%+0.61%-5.01%-1.92%+10.64%+4.43%+31.25%
2022-10.72%-4.56%+4.09%-10.52%-0.51%-6.74%+12.56%-6.17%-10.60%+5.80%+6.16%-6.42%-26.92%
2021-3.42%+2.80%+6.64%-0.92%+4.80%+4.33%+3.67%-5.46%+8.51%+0.89%+1.86%+25.37%

Drawdown analysis of FMAG (FIDELITY MAGELLAN ETF)

The maximum drawdown for the FMAG was -32.92%, occurring on Oct 14, 2022. Recovery took 322 trading sessions.

The current FMAG drawdown is -3.18%.

Since Feb 4, 2021 FMAG has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-32.92%Nov 19, 2021226Oct 14, 2022322Jan 29, 2024548
-20.12%Jan 23, 202552Apr 8, 202539Jun 4, 202591
-13.97%Oct 28, 2025104Mar 30, 202618Apr 24, 2026122
-10.20%Jul 10, 202418Aug 5, 202432Sep 19, 202450
-8.11%Feb 12, 202113Mar 4, 202121Apr 5, 202134
-6.95%Sep 3, 202120Oct 4, 202115Oct 25, 202135
-6.17%Apr 29, 20219May 12, 202122Jun 14, 202131
-6.16%Mar 21, 202420Apr 19, 202418May 15, 202438
-5.89%Jun 2, 20266Jun 10, 2026OngoingOngoingOngoing
-4.65%Dec 4, 202419Jan 2, 202511Jan 21, 202530
-4.02%Oct 14, 202413Oct 31, 20244Nov 6, 202417
-3.33%Nov 8, 20246Nov 18, 202411Dec 4, 202417
-3.21%Sep 22, 202518Oct 16, 20257Oct 27, 202525
-3.15%May 14, 20263May 19, 20266May 28, 20269
-2.46%Aug 12, 20257Aug 21, 202521Sep 22, 202528
-2.23%Jul 14, 20213Jul 19, 20213Jul 22, 20216
-2.01%Mar 7, 20242Mar 11, 20247Mar 20, 20249
-1.88%Jul 25, 20255Aug 1, 20257Aug 12, 202512
-1.87%Jun 6, 20259Jun 20, 20252Jun 24, 202511
-1.85%May 24, 20243May 30, 20244Jun 5, 20247
-1.80%Feb 9, 20242Feb 13, 20246Feb 22, 20248
-1.80%Jan 30, 20241Jan 31, 20242Feb 2, 20243
-1.79%Aug 16, 20212Aug 18, 20212Aug 20, 20214
-1.71%Jun 18, 20243Jun 24, 20247Jul 3, 202410
-1.53%Apr 16, 20212Apr 20, 20213Apr 23, 20215