Summary
FDLO
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 15.16% Volatility 13.60% Sharpe 0.34
Official loaded data — not a live quote.

FIDELITY LOW VOLATILITY FACTOR ETF

Symbol: FDLO

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 12/09/2016

Latest date: 03/06/2026

Current price: $69.79

Expense ratio: 0.15%

Assets under management
$1.4B
-0.56% daily change

Period performance

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

Adjusted return
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Performance metrics

Period total return

1.29%

Ann. -35.99% (Sharpe / Sortino numerator)

Volatility

11.69%

Sharpe ratio

-3.390

VaR 95%

-1.40%

CVaR 95%: -1.60%
Max drawdown: -6.22%
Sortino ratio: -5.117
Calmar ratio: -5.79

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

3.21%

Ann. -9.17% (Sharpe / Sortino numerator)

Volatility

10.03%

Sharpe ratio

-1.276

VaR 95%

-1.21%

CVaR 95%: -1.52%
Max drawdown: -7.53%
Sortino ratio: -1.681
Calmar ratio: -1.22

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

4.24%

Ann. -1.66% (Sharpe / Sortino numerator)

Volatility

9.56%

Sharpe ratio

-0.553

VaR 95%

-0.98%

CVaR 95%: -1.43%
Max drawdown: -7.53%
Sortino ratio: -0.767
Calmar ratio: -0.22

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

15.16%

Ann. 8.26% (Sharpe / Sortino numerator)

Volatility

13.60%

Sharpe ratio

0.340

VaR 95%

-1.15%

CVaR 95%: -1.99%
Max drawdown: -7.74%
Sortino ratio: 0.426
Calmar ratio: 1.07

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

28.60%

Ann. 9.67% (Sharpe / Sortino numerator)

Volatility

11.86%

Sharpe ratio

0.509

VaR 95%

-1.11%

CVaR 95%: -1.74%
Max drawdown: -13.68%
Sortino ratio: 0.641
Calmar ratio: 0.71

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

48.88%

Ann. 12.64% (Sharpe / Sortino numerator)

Volatility

11.00%

Sharpe ratio

0.819

VaR 95%

-0.95%

CVaR 95%: -1.54%
Max drawdown: -13.68%
Sortino ratio: 1.086
Calmar ratio: 0.92

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.058%

Best day

1.637%

31/03/2026
Worst day

-1.855%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $70.18 $70.23 $69.76 $69.79 137,800
02/06/2026 $70.12 $70.40 $69.89 $70.39 42,200
01/06/2026 $70.37 $70.40 $70.19 $70.31 39,300
29/05/2026 $70.48 $70.50 $70.31 $70.43 83,300
28/05/2026 $70.22 $70.50 $70.06 $70.41 39,300
27/05/2026 $70.15 $70.52 $70.12 $70.14 53,100
26/05/2026 $70.43 $70.45 $70.11 $70.15 74,900
22/05/2026 $70.07 $70.42 $70.07 $70.26 54,300
21/05/2026 $69.45 $69.92 $69.22 $69.84 28,900
20/05/2026 $69.36 $69.70 $69.24 $69.62 33,200