Summary
FDRR
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 31.27% Volatility 17.18% Sharpe 0.95
Official loaded data — not a live quote.

FIDELITY DIVIDEND ETF FOR RISING RATES

Symbol: FDRR

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 12/09/2016

Latest date: 03/06/2026

Current price: $66.73

Expense ratio: 0.15%

Assets under management
$686.7M
-0.68% 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

6.39%

Ann. -35.94% (Sharpe / Sortino numerator)

Volatility

15.87%

Sharpe ratio

-2.494

VaR 95%

-1.73%

CVaR 95%: -1.83%
Max drawdown: -6.35%
Sortino ratio: -4.700
Calmar ratio: -5.66

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

9.15%

Ann. -13.56% (Sharpe / Sortino numerator)

Volatility

13.09%

Sharpe ratio

-1.314

VaR 95%

-1.30%

CVaR 95%: -1.74%
Max drawdown: -9.05%
Sortino ratio: -1.925
Calmar ratio: -1.50

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

10.38%

Ann. 1.24% (Sharpe / Sortino numerator)

Volatility

12.19%

Sharpe ratio

-0.196

VaR 95%

-1.22%

CVaR 95%: -1.69%
Max drawdown: -9.05%
Sortino ratio: -0.279
Calmar ratio: 0.14

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

31.27%

Ann. 19.93% (Sharpe / Sortino numerator)

Volatility

17.18%

Sharpe ratio

0.949

VaR 95%

-1.25%

CVaR 95%: -2.48%
Max drawdown: -9.05%
Sortino ratio: 1.169
Calmar ratio: 2.20

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

46.69%

Ann. 16.07% (Sharpe / Sortino numerator)

Volatility

15.07%

Sharpe ratio

0.826

VaR 95%

-1.37%

CVaR 95%: -2.18%
Max drawdown: -18.04%
Sortino ratio: 1.055
Calmar ratio: 0.89

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

77.12%

Ann. 16.19% (Sharpe / Sortino numerator)

Volatility

13.73%

Sharpe ratio

0.914

VaR 95%

-1.21%

CVaR 95%: -1.90%
Max drawdown: -18.04%
Sortino ratio: 1.234
Calmar ratio: 0.90

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

0.111%

Best day

2.444%

31/03/2026
Worst day

-2.302%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $67.19 $67.19 $66.60 $66.73 10,100
02/06/2026 $67.52 $67.68 $67.40 $67.40 26,100
01/06/2026 $67.12 $67.64 $66.95 $67.51 14,100
29/05/2026 $66.84 $67.24 $66.82 $67.09 21,000
28/05/2026 $65.87 $66.34 $65.87 $66.22 13,500
27/05/2026 $65.43 $65.96 $65.43 $65.73 22,500
26/05/2026 $65.86 $66.08 $65.38 $65.74 24,200
22/05/2026 $65.22 $65.95 $65.22 $65.68 12,000
21/05/2026 $64.84 $65.20 $64.72 $65.04 10,400
20/05/2026 $64.69 $65.00 $64.36 $64.83 11,300