Summary
FDTX
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 60.66% 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: 03/06/2026

Current price: $58.01

Expense ratio: 0.50%

Assets under management
$213.6M
-7.14% 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

23.09%

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

52.25%

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

42.32%

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

60.66%

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

85.88%

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

127.35%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.201%

Best day

5.612%

31/03/2026
Worst day

-4.256%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $62.47 $62.47 $57.34 $58.01 119,900
02/06/2026 $56.68 $58.38 $56.61 $58.33 99,700
01/06/2026 $54.41 $56.47 $54.41 $56.15 77,200
29/05/2026 $53.47 $54.05 $53.38 $54.00 59,100
28/05/2026 $52.85 $53.59 $52.60 $53.32 59,000
27/05/2026 $53.66 $53.66 $52.32 $52.78 67,900
26/05/2026 $52.14 $52.90 $52.09 $52.88 35,700
22/05/2026 $50.86 $51.22 $50.65 $50.87 58,600
21/05/2026 $49.50 $50.60 $49.50 $50.50 31,300
20/05/2026 $48.83 $49.41 $48.72 $49.39 29,500