Summary
FDVV
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 23.45% 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: 03/06/2026

Current price: $60.96

Expense ratio: 0.15%

Assets under management
$9.2B
-0.78% 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

4.44%

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

5.56%

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

8.67%

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

23.45%

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

37.66%

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

72.94%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.086%

Best day

2.353%

31/03/2026
Worst day

-1.804%

20/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $61.44 $61.47 $60.95 $60.96 632,800
02/06/2026 $61.66 $61.78 $61.59 $61.65 726,800
01/06/2026 $61.54 $61.80 $61.49 $61.62 862,400
29/05/2026 $61.59 $61.73 $61.52 $61.64 660,800
28/05/2026 $60.87 $61.24 $60.73 $61.09 732,100
27/05/2026 $60.79 $61.00 $60.72 $60.79 557,300
26/05/2026 $60.90 $60.99 $60.58 $60.70 668,600
22/05/2026 $60.47 $60.77 $60.42 $60.70 617,300
21/05/2026 $59.86 $60.23 $59.64 $60.17 635,000
20/05/2026 $59.45 $60.05 $59.32 $60.04 789,600