Summary
FHLC
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 25.09% Volatility 17.57% Sharpe 0.11
Official loaded data — not a live quote.

FIDELITY MSCI HEALTH CARE INDEX ETF

Symbol: FHLC

Exchange: NYSE

Sector: Healthcare

Category: Health

Inception date: 21/10/2013

Latest date: 16/07/2026

Current price: $78.61

Expense ratio: 0.08%

Assets under management
$3.2B
0.81% 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

6.95%

Ann. -51.20% (Sharpe / Sortino numerator)

Volatility

17.38%

Sharpe ratio

-3.155

VaR 95%

-1.97%

CVaR 95%: -1.99%
Max drawdown: -8.23%
Sortino ratio: -5.017
Calmar ratio: -6.22

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

11.42%

Ann. -20.17% (Sharpe / Sortino numerator)

Volatility

15.13%

Sharpe ratio

-1.573

VaR 95%

-1.68%

CVaR 95%: -1.91%
Max drawdown: -10.68%
Sortino ratio: -2.797
Calmar ratio: -1.89

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

5.88%

Ann. 6.45% (Sharpe / Sortino numerator)

Volatility

13.82%

Sharpe ratio

0.204

VaR 95%

-1.41%

CVaR 95%: -1.73%
Max drawdown: -10.68%
Sortino ratio: 0.352
Calmar ratio: 0.60

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

25.09%

Ann. 5.61% (Sharpe / Sortino numerator)

Volatility

17.57%

Sharpe ratio

0.113

VaR 95%

-1.83%

CVaR 95%: -2.61%
Max drawdown: -10.68%
Sortino ratio: 0.155
Calmar ratio: 0.53

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

13.98%

Ann. 3.23% (Sharpe / Sortino numerator)

Volatility

15.03%

Sharpe ratio

-0.027

VaR 95%

-1.48%

CVaR 95%: -2.21%
Max drawdown: -16.87%
Sortino ratio: -0.037
Calmar ratio: 0.19

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

31.19%

Ann. 6.14% (Sharpe / Sortino numerator)

Volatility

13.79%

Sharpe ratio

0.182

VaR 95%

-1.24%

CVaR 95%: -1.99%
Max drawdown: -16.87%
Sortino ratio: 0.257
Calmar ratio: 0.36

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.094%

Best day

2.966%

04/06/2026
Worst day

-2.478%

31/07/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $77.98 $79.04 $77.95 $78.61 173,200
15/07/2026 $76.80 $77.60 $76.80 $77.22 93,000
14/07/2026 $77.97 $77.97 $76.88 $77.16 663,900
13/07/2026 $78.39 $78.87 $78.05 $78.45 420,500
10/07/2026 $79.29 $79.29 $78.10 $78.41 199,700
09/07/2026 $79.05 $79.83 $78.87 $79.21 212,400
08/07/2026 $79.80 $79.80 $79.10 $79.18 306,700
07/07/2026 $80.10 $80.53 $79.94 $80.15 381,900
06/07/2026 $79.56 $79.56 $78.20 $79.03 227,700
02/07/2026 $78.00 $79.74 $78.00 $79.67 377,400