Performance analysis of FREL (FIDELITY MSCI REAL ESTATE INDEX ETF)
Annual Return
Over the past 3 years, FREL has had an average annual return of +9.16%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FREL has had an average annual return of +2.80%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FREL has had an average annual return of +5.46%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 5, 2015, FREL has had an average annual return of +5.67%, underperforming the benchmark SPY, which returned +13.79% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.59% | +3.11% | +5.03% | +11.79% | -26.21% | +40.50% | -4.88% | +28.80% | -4.51% | +8.86% | +7.85% | -4.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.60% | +5.33% | -6.53% | +8.55% | -0.48% | +1.75% | +3.21% | +14.59% | |||||
| 2025 | +1.67% | +3.46% | -2.43% | -2.51% | +1.09% | +0.88% | +0.07% | +3.51% | +0.10% | -2.62% | +2.40% | -2.24% | +3.11% |
| 2024 | -5.02% | +2.05% | +2% | -7.97% | +4.46% | +2.03% | +7.85% | +5.16% | +3.35% | -3.32% | +4.18% | -8.24% | +5.03% |
| 2023 | +10.44% | -5.99% | -1.97% | +0.35% | -4.08% | +5.60% | +2.03% | -3.32% | -7.23% | -3.60% | +12.03% | +9.33% | +11.79% |
| 2022 | -8.21% | -3.70% | +6.37% | -4.20% | -4.61% | -7.44% | +8.77% | -6.06% | -12.89% | +3.47% | +6.02% | -4.99% | -26.21% |
| 2021 | -0.15% | +3.86% | +5.19% | +7.89% | +0.78% | +2.49% | +4.44% | +2.05% | -5.63% | +7.07% | -2.15% | +9.68% | +40.50% |
| 2020 | +1.18% | -7.06% | -19.36% | +8.80% | +1.76% | +2.29% | +3.67% | +0.46% | -2.76% | -2.89% | +9.51% | +2.85% | -4.88% |
| 2019 | +11.70% | +0.72% | +4.18% | -0.16% | +0.16% | +1.69% | +1.60% | +3.72% | +1.95% | +1.04% | -1.27% | +0.84% | +28.80% |
| 2018 | -2.96% | -6.72% | +3.49% | +0.62% | +3.42% | +4.11% | +0.56% | +2.51% | -2.66% | -2.74% | +4.69% | -7.93% | -4.51% |
| 2017 | -0.04% | +4.26% | -1.61% | +0.46% | -0.25% | +2.14% | +1.28% | +0.49% | -0.72% | +0.31% | +2.75% | -0.42% | +8.86% |
Drawdown analysis of FREL (FIDELITY MSCI REAL ESTATE INDEX ETF)
The maximum drawdown for the FREL was -42.56%, occurring on Mar 23, 2020. Recovery took 268 trading sessions.
The current FREL drawdown is -0.56%.
Since Feb 5, 2015 FREL has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.56% | Feb 14, 2020 | 25 | Mar 23, 2020 | 268 | Apr 15, 2021 | 293 |
| -34.37% | Dec 31, 2021 | 456 | Oct 25, 2023 | 659 | Jun 12, 2026 | 1115 |
| -15.67% | Feb 5, 2015 | 256 | Feb 11, 2016 | 34 | Apr 1, 2016 | 290 |
| -14.13% | Aug 1, 2016 | 72 | Nov 10, 2016 | 213 | Sep 18, 2017 | 285 |
| -12.76% | Dec 6, 2018 | 12 | Dec 24, 2018 | 24 | Jan 30, 2019 | 36 |
| -12.43% | Dec 18, 2017 | 35 | Feb 8, 2018 | 98 | Jun 29, 2018 | 133 |
| -8.54% | Aug 29, 2018 | 31 | Oct 12, 2018 | 37 | Dec 6, 2018 | 68 |
| -7.54% | Sep 3, 2021 | 18 | Sep 30, 2021 | 20 | Oct 28, 2021 | 38 |
| -5.49% | Nov 24, 2021 | 4 | Dec 1, 2021 | 4 | Dec 7, 2021 | 8 |
| -5.47% | Oct 21, 2019 | 40 | Dec 17, 2019 | 20 | Jan 16, 2020 | 60 |
| -5.38% | May 10, 2016 | 7 | May 19, 2016 | 24 | Jun 23, 2016 | 31 |
| -5.10% | Jun 20, 2019 | 4 | Jun 26, 2019 | 9 | Jul 10, 2019 | 13 |
| -4.48% | Apr 30, 2021 | 8 | May 12, 2021 | 10 | May 26, 2021 | 18 |
| -4.10% | Apr 12, 2019 | 5 | Apr 22, 2019 | 31 | Jun 5, 2019 | 36 |
| -3.80% | Jul 10, 2019 | 8 | Jul 22, 2019 | 13 | Aug 8, 2019 | 21 |
| -3.72% | Sep 18, 2017 | 7 | Sep 27, 2017 | 30 | Nov 8, 2017 | 37 |
| -3.47% | Jun 10, 2021 | 6 | Jun 18, 2021 | 14 | Jul 9, 2021 | 20 |
| -3.12% | Jul 6, 2018 | 12 | Jul 24, 2018 | 17 | Aug 16, 2018 | 29 |
| -3.05% | Jun 12, 2026 | 4 | Jun 18, 2026 | 5 | Jun 26, 2026 | 9 |
| -2.89% | Apr 19, 2016 | 2 | Apr 21, 2016 | 9 | May 4, 2016 | 11 |
| -2.66% | Nov 13, 2017 | 15 | Dec 5, 2017 | 9 | Dec 18, 2017 | 24 |
| -2.49% | Sep 4, 2019 | 7 | Sep 13, 2019 | 9 | Sep 26, 2019 | 16 |
| -2.47% | Jul 12, 2021 | 5 | Jul 19, 2021 | 6 | Jul 27, 2021 | 11 |
| -2.24% | Jun 26, 2026 | 2 | Jun 30, 2026 | 11 | Jul 16, 2026 | 13 |
| -1.91% | Jan 23, 2020 | 6 | Jan 31, 2020 | 6 | Feb 10, 2020 | 12 |