Summary
FDTX
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 27.64% Volatility 28.01% Sharpe 0.49
Official loaded data — not a live quote.

FIDELITY DISRUPTIVE TECHNOLOGY ETF

Symbol: FDTX

Exchange: NASDAQ

Sector: Technology

Category: Technology

Inception date: 16/04/2020

Latest date: 20/07/2026

Current price: $50.64

Expense ratio: 0.50%

Assets under management
$299.1M
-0.74% 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

-12.91%

Ann. -28.29% (Sharpe / Sortino numerator)

Volatility

34.05%

Sharpe ratio

-0.937

VaR 95%

-3.32%

CVaR 95%: -3.59%
Max drawdown: -10.65%
Sortino ratio: -1.607
Calmar ratio: -2.66

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

15.36%

Ann. -27.42% (Sharpe / Sortino numerator)

Volatility

28.99%

Sharpe ratio

-1.071

VaR 95%

-2.70%

CVaR 95%: -3.38%
Max drawdown: -17.17%
Sortino ratio: -1.775
Calmar ratio: -1.60

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

27.04%

Ann. -15.92% (Sharpe / Sortino numerator)

Volatility

26.57%

Sharpe ratio

-0.736

VaR 95%

-2.79%

CVaR 95%: -3.57%
Max drawdown: -19.38%
Sortino ratio: -1.097
Calmar ratio: -0.82

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

27.64%

Ann. 17.48% (Sharpe / Sortino numerator)

Volatility

28.01%

Sharpe ratio

0.495

VaR 95%

-2.73%

CVaR 95%: -3.99%
Max drawdown: -19.38%
Sortino ratio: 0.664
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.

Period total return

56.07%

Ann. 9.02% (Sharpe / Sortino numerator)

Volatility

26.44%

Sharpe ratio

0.204

VaR 95%

-2.87%

CVaR 95%: -3.95%
Max drawdown: -27.23%
Sortino ratio: 0.268
Calmar ratio: 0.33

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

91.04%

Ann. 25.11% (Sharpe / Sortino numerator)

Volatility

25.45%

Sharpe ratio

0.846

VaR 95%

-2.70%

CVaR 95%: -3.69%
Max drawdown: -27.23%
Sortino ratio: 1.138
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

0.115%

Best day

5.612%

31/03/2026
Worst day

-7.852%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $51.02 $51.70 $50.53 $50.64 53,800
17/07/2026 $49.39 $50.96 $48.84 $50.45 59,400
16/07/2026 $51.91 $52.02 $50.66 $50.95 59,500
15/07/2026 $54.44 $54.44 $52.02 $52.90 56,100
14/07/2026 $53.95 $54.28 $53.70 $54.10 40,400
13/07/2026 $53.71 $53.88 $52.93 $53.15 35,400
10/07/2026 $54.83 $55.06 $54.30 $54.78 31,300
09/07/2026 $54.65 $55.37 $54.52 $55.02 60,200
08/07/2026 $52.55 $53.65 $52.31 $53.65 60,200
07/07/2026 $53.66 $54.06 $52.49 $53.28 70,000