Performance analysis of FUTY (FIDELITY MSCI UTILITIES INDEX ETF)
Annual Return
Over the past 3 years, FUTY has had an average annual return of +12.79%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FUTY has had an average annual return of +9.85%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FUTY has had an average annual return of +8.77%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 24, 2013, FUTY has had an average annual return of +10.19%, underperforming the benchmark SPY, which returned +13.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.39% | +16.41% | +23.17% | -7.44% | +1.14% | +17.57% | -0.67% | +24.88% | +4.34% | +12.51% | +17.13% | -4.72% |
| 2014 | 2013 | ||||||||||
| +26.94% | -0.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.54% | +9.58% | -3.21% | +2.25% | -4.75% | +2.26% | -0.81% | +6.39% | |||||
| 2025 | +2.87% | +1.95% | +0.35% | -0.02% | +3.65% | +0.33% | +5% | -1.29% | +4.28% | +1.95% | +1.70% | -5.08% | +16.41% |
| 2024 | -3.28% | +1.41% | +6.84% | +1.61% | +8.66% | -5.39% | +7.01% | +4.42% | +6.25% | -1.18% | +4.23% | -7.99% | +23.17% |
| 2023 | -1.60% | -5.69% | +4.45% | +1.53% | -5.66% | +1.48% | +2.37% | -6.26% | -5.66% | +0.90% | +5.02% | +2.42% | -7.44% |
| 2022 | -3.33% | -1.90% | +9.85% | -4.38% | +4.45% | -5.07% | +5.78% | +0.25% | -11.14% | +2.56% | +6.88% | -0.87% | +1.14% |
| 2021 | -0.84% | -5.69% | +10.20% | +3.91% | -2.28% | -1.86% | +3.95% | +3.66% | -6.22% | +5.18% | -1.69% | +9.57% | +17.57% |
| 2020 | +6.07% | -10.09% | -9.99% | +3.28% | +4.15% | -4.84% | +7.32% | -2.63% | +0.41% | +4.88% | +1.83% | +0.87% | -0.67% |
| 2019 | +3.76% | +3.78% | +2.77% | +0.84% | -0.91% | +3.36% | -0.11% | +4.82% | +4.04% | -0.80% | -2.07% | +3.23% | +24.88% |
| 2018 | -3.27% | -4.14% | +4.16% | +2.30% | -0.35% | +2.53% | +1.76% | +1.17% | -0.47% | +1.23% | +3.86% | -4.06% | +4.34% |
| 2017 | +1.26% | +4.84% | +0.02% | +0.72% | +3.94% | -2.41% | +2.64% | +2.91% | -2.50% | +4.03% | +2.82% | -5.85% | +12.51% |
Drawdown analysis of FUTY (FIDELITY MSCI UTILITIES INDEX ETF)
The maximum drawdown for the FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 350 trading sessions.
The current FUTY drawdown is -4.38%.
Since Oct 24, 2013 FUTY has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.38% | Feb 18, 2020 | 24 | Mar 23, 2020 | 350 | Aug 11, 2021 | 374 |
| -25.09% | Sep 12, 2022 | 265 | Oct 2, 2023 | 209 | Aug 1, 2024 | 474 |
| -15.98% | Jan 29, 2015 | 152 | Sep 4, 2015 | 126 | Mar 8, 2016 | 278 |
| -15.25% | Apr 8, 2022 | 48 | Jun 17, 2022 | 38 | Aug 12, 2022 | 86 |
| -15.15% | Nov 14, 2017 | 58 | Feb 8, 2018 | 168 | Oct 9, 2018 | 226 |
| -11.56% | Jul 6, 2016 | 91 | Nov 11, 2016 | 72 | Feb 28, 2017 | 163 |
| -10.12% | Nov 29, 2024 | 87 | Apr 8, 2025 | 27 | May 16, 2025 | 114 |
| -9.46% | Dec 31, 2021 | 36 | Feb 23, 2022 | 21 | Mar 24, 2022 | 57 |
| -9.24% | Jun 30, 2014 | 26 | Aug 6, 2014 | 56 | Oct 24, 2014 | 82 |
| -8.92% | Oct 15, 2025 | 57 | Jan 7, 2026 | 26 | Feb 13, 2026 | 83 |
| -8.86% | Dec 13, 2018 | 7 | Dec 24, 2018 | 39 | Feb 21, 2019 | 46 |
| -8.53% | Sep 2, 2021 | 17 | Sep 28, 2021 | 53 | Dec 13, 2021 | 70 |
| -8.51% | Feb 27, 2026 | 64 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -6.01% | Oct 16, 2024 | 13 | Nov 4, 2024 | 16 | Nov 26, 2024 | 29 |
| -5.54% | Sep 26, 2019 | 32 | Nov 11, 2019 | 34 | Dec 31, 2019 | 66 |
| -5.44% | Apr 1, 2016 | 14 | Apr 21, 2016 | 30 | Jun 3, 2016 | 44 |
| -5.12% | Jun 16, 2017 | 15 | Jul 10, 2017 | 21 | Aug 8, 2017 | 36 |
| -5.03% | Aug 4, 2025 | 24 | Sep 8, 2025 | 12 | Sep 24, 2025 | 36 |
| -4.86% | Nov 6, 2013 | 24 | Dec 11, 2013 | 34 | Jan 31, 2014 | 58 |
| -4.75% | Dec 29, 2014 | 5 | Jan 6, 2015 | 14 | Jan 27, 2015 | 19 |
| -4.49% | Aug 18, 2022 | 9 | Aug 31, 2022 | 7 | Sep 12, 2022 | 16 |
| -4.22% | Sep 11, 2017 | 12 | Sep 27, 2017 | 29 | Nov 7, 2017 | 41 |
| -3.94% | May 7, 2014 | 8 | May 19, 2014 | 12 | Jun 5, 2014 | 20 |
| -3.59% | Oct 24, 2018 | 7 | Nov 2, 2018 | 7 | Nov 13, 2018 | 14 |
| -3.56% | Oct 1, 2024 | 7 | Oct 10, 2024 | 4 | Oct 16, 2024 | 11 |