Summary
FDVV
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 19.17% Volatility 15.34% Sharpe 0.70
Official loaded data — not a live quote.

FIDELITY HIGH DIVIDEND ETF

Symbol: FDVV

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 12/09/2016

Latest date: 20/07/2026

Current price: $61.76

Expense ratio: 0.15%

Assets under management
$9.7B
-0.91% 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

2.27%

Ann. -39.68% (Sharpe / Sortino numerator)

Volatility

15.03%

Sharpe ratio

-2.881

VaR 95%

-1.60%

CVaR 95%: -1.69%
Max drawdown: -6.97%
Sortino ratio: -5.186
Calmar ratio: -5.69

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

5.29%

Ann. -9.87% (Sharpe / Sortino numerator)

Volatility

12.49%

Sharpe ratio

-1.081

VaR 95%

-1.46%

CVaR 95%: -1.66%
Max drawdown: -10.02%
Sortino ratio: -1.620
Calmar ratio: -0.99

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

10.89%

Ann. 0.94% (Sharpe / Sortino numerator)

Volatility

10.89%

Sharpe ratio

-0.247

VaR 95%

-1.23%

CVaR 95%: -1.58%
Max drawdown: -10.02%
Sortino ratio: -0.342
Calmar ratio: 0.09

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

19.17%

Ann. 14.39% (Sharpe / Sortino numerator)

Volatility

15.34%

Sharpe ratio

0.702

VaR 95%

-1.28%

CVaR 95%: -2.33%
Max drawdown: -10.02%
Sortino ratio: 0.806
Calmar ratio: 1.44

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

35.58%

Ann. 14.35% (Sharpe / Sortino numerator)

Volatility

13.42%

Sharpe ratio

0.799

VaR 95%

-1.17%

CVaR 95%: -1.98%
Max drawdown: -15.90%
Sortino ratio: 0.981
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

65.17%

Ann. 16.91% (Sharpe / Sortino numerator)

Volatility

12.65%

Sharpe ratio

1.050

VaR 95%

-1.14%

CVaR 95%: -1.78%
Max drawdown: -15.90%
Sortino ratio: 1.380
Calmar ratio: 1.06

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

0.072%

Best day

2.353%

31/03/2026
Worst day

-1.804%

20/01/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $62.33 $62.38 $61.67 $61.76 643,000
17/07/2026 $62.37 $62.69 $62.08 $62.16 842,100
16/07/2026 $62.27 $62.70 $62.27 $62.65 732,500
15/07/2026 $62.15 $62.47 $62.13 $62.29 793,000
14/07/2026 $61.95 $62.22 $61.83 $62.05 664,200
13/07/2026 $62.22 $62.40 $61.88 $61.94 1,304,500
10/07/2026 $61.89 $62.23 $61.77 $62.14 729,500
09/07/2026 $61.52 $61.95 $61.42 $61.77 659,400
08/07/2026 $61.59 $61.68 $61.22 $61.50 705,900
07/07/2026 $61.81 $62.00 $61.78 $61.83 611,000