Summary
FDIF
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 13.38% Volatility 21.49% Sharpe 0.34
Official loaded data — not a live quote.

FIDELITY DISRUPTORS ETF

Symbol: FDIF

Exchange: NASDAQ

Sector: Technology

Category: Large Growth

Inception date: 16/04/2020

Latest date: 20/07/2026

Current price: $38.64

Expense ratio: 0.50%

Assets under management
$110.2M
-0.53% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

-2.59%

Ann. -46.86% (Sharpe / Sortino numerator)

Volatility

26.53%

Sharpe ratio

-1.903

VaR 95%

-2.39%

CVaR 95%: -2.44%
Max drawdown: -9.85%
Sortino ratio: -3.800
Calmar ratio: -4.76

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.77%

Ann. -27.61% (Sharpe / Sortino numerator)

Volatility

21.43%

Sharpe ratio

-1.458

VaR 95%

-2.30%

CVaR 95%: -2.41%
Max drawdown: -14.84%
Sortino ratio: -2.542
Calmar ratio: -1.86

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.83%

Ann. -14.19% (Sharpe / Sortino numerator)

Volatility

19.12%

Sharpe ratio

-0.932

VaR 95%

-2.13%

CVaR 95%: -2.49%
Max drawdown: -14.84%
Sortino ratio: -1.387
Calmar ratio: -0.96

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

13.38%

Ann. 10.87% (Sharpe / Sortino numerator)

Volatility

21.49%

Sharpe ratio

0.337

VaR 95%

-1.95%

CVaR 95%: -2.99%
Max drawdown: -14.84%
Sortino ratio: 0.441
Calmar ratio: 0.73

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

33.01%

Ann. 8.56% (Sharpe / Sortino numerator)

Volatility

19.58%

Sharpe ratio

0.252

VaR 95%

-2.06%

CVaR 95%: -2.81%
Max drawdown: -22.63%
Sortino ratio: 0.335
Calmar ratio: 0.38

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

53.77%

Ann. 16.26% (Sharpe / Sortino numerator)

Volatility

18.79%

Sharpe ratio

0.674

VaR 95%

-1.96%

CVaR 95%: -2.63%
Max drawdown: -22.63%
Sortino ratio: 0.928
Calmar ratio: 0.72

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.057%

Best day

4.27%

31/03/2026
Worst day

-4.513%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $38.85 $39.05 $38.64 $38.64 3,400
17/07/2026 $38.42 $38.80 $38.22 $38.74 4,200
16/07/2026 $39.41 $39.67 $39.11 $39.24 3,900
15/07/2026 $40.11 $40.20 $39.82 $39.93 6,800
14/07/2026 $39.88 $39.99 $39.88 $39.95 1,500
13/07/2026 $40.11 $40.11 $39.69 $39.71 7,900
10/07/2026 $40.43 $40.50 $40.20 $40.34 3,200
09/07/2026 $40.36 $40.45 $40.36 $40.44 2,000
08/07/2026 $39.72 $39.89 $39.43 $39.89 5,400
07/07/2026 $40.51 $40.51 $39.99 $40.06 245,800