Skip to main content

Want a detailed portfolio tracker?

OverviewPerformanceDividendsCorrelations

Performance analysis of FTBD (FIDELITY TACTICAL BOND ETF)

Annual Return

Over the past 3 years, FTBD has had an average annual return of +4.77%, underperforming the benchmark SPY, which returned +19.31% annual.

Since Jan 26, 2023, FTBD has had an average annual return of +4.17%, underperforming the benchmark SPY, which returned +20.56% annual.

2026202520242023
+0.83%+8.34%+1.76%+3.72%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.40%+1.76%-1.83%+0.51%+0.38%+0.58%-0.93%+0.83%
2025+0.77%+2.28%-0.29%+0.36%-0.21%+1.88%-0.06%+1.27%+1.54%+0.35%+0.53%-0.33%+8.34%
2024-0.19%-0.70%+0.94%-2.55%+1.86%+0.56%+2.56%+1.35%+1.50%-2.41%+1.16%-2.16%+1.76%
2023+0.10%-2.13%+2.23%+0.57%-1.26%+0.38%+0.22%-0.81%-2.80%-1.54%+4.92%+4.09%+3.72%

Drawdown analysis of FTBD (FIDELITY TACTICAL BOND ETF)

The maximum drawdown for the FTBD was -6.98%, occurring on Oct 19, 2023. Recovery took 33 trading sessions.

The current FTBD drawdown is -1.31%.

DepthStartTo BottomBottomTo RecoverEndTotal
-6.98%Feb 2, 2023179Oct 19, 202333Dec 6, 2023212
-4.94%Sep 16, 202481Jan 13, 2025111Jun 24, 2025192
-3.80%Dec 27, 202375Apr 16, 202455Jul 5, 2024130
-2.98%Feb 27, 202620Mar 27, 2026OngoingOngoingOngoing
-1.21%Jul 1, 20259Jul 15, 202510Jul 29, 202519
-1.18%Oct 28, 20256Nov 5, 202548Jan 15, 202654
-1.10%Aug 2, 20244Aug 8, 20244Aug 14, 20248
-1.08%Jul 17, 20245Jul 24, 20245Jul 31, 202410
-0.83%Sep 16, 20257Sep 25, 202513Oct 14, 202520
-0.75%Aug 13, 20253Aug 18, 20258Aug 28, 202511
-0.61%Dec 7, 20232Dec 11, 20232Dec 13, 20234
-0.57%Aug 21, 20247Aug 30, 20242Sep 4, 20249
-0.52%Jan 15, 20262Jan 20, 20264Jan 26, 20266
-0.45%Aug 14, 20241Aug 15, 20242Aug 19, 20243
-0.39%Dec 14, 20232Dec 18, 20232Dec 20, 20234
-0.38%Aug 4, 20255Aug 11, 20252Aug 13, 20257
-0.38%Jan 27, 20231Jan 30, 20232Feb 1, 20233
-0.34%Jan 27, 20264Feb 2, 20263Feb 5, 20267
-0.31%Aug 28, 20252Sep 2, 20251Sep 3, 20253
-0.25%Jun 26, 20251Jun 27, 20251Jun 30, 20252
-0.24%Jul 5, 20242Jul 9, 20242Jul 11, 20244
-0.23%Jul 12, 20241Jul 15, 20241Jul 16, 20242
-0.22%Jul 29, 20251Jul 30, 20252Aug 1, 20253
-0.18%Sep 11, 20251Sep 12, 20251Sep 15, 20252
-0.17%Oct 22, 20251Oct 23, 20251Oct 24, 20252