Summary
FDLO
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 12.04% 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: 20/07/2026

Current price: $69.87

Expense ratio: 0.15%

Assets under management
$1.4B
-0.31% 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

3.16%

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

2.38%

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

5.66%

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

12.04%

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

23.16%

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

44.05%

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.047%

Best day

1.637%

31/03/2026
Worst day

-1.855%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $70.09 $70.14 $69.87 $69.87 41,800
17/07/2026 $70.16 $70.60 $69.95 $70.05 20,000
16/07/2026 $70.08 $70.57 $70.08 $70.43 89,900
15/07/2026 $69.69 $70.11 $69.69 $69.94 41,100
14/07/2026 $69.81 $69.92 $69.64 $69.65 45,700
13/07/2026 $70.32 $70.54 $70.25 $70.30 40,400
10/07/2026 $70.19 $70.20 $69.87 $70.14 36,100
09/07/2026 $69.66 $70.07 $69.63 $70.07 41,800
08/07/2026 $70.19 $70.19 $69.85 $69.85 28,000
07/07/2026 $70.51 $70.71 $70.34 $70.34 29,100