Summary
FMAG
Prices · period metrics · 12M
NAV as of 17/06/2026
02/04/2025 → 02/04/2026
Return 10.76% Volatility 19.84% Sharpe 0.22
Official loaded data — not a live quote.

FIDELITY MAGELLAN ETF

Symbol: FMAG

Exchange: BATS

Sector: Technology

Category: Large Growth

Inception date: 02/02/2021

Latest date: 17/06/2026

Current price: $36.27

Expense ratio: 0.57%

Assets under management
$257.8M
-1.05% 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

1.19%

Ann. -46.19% (Sharpe / Sortino numerator)

Volatility

21.42%

Sharpe ratio

-2.326

VaR 95%

-1.78%

CVaR 95%: -2.20%
Max drawdown: -9.06%
Sortino ratio: -4.229
Calmar ratio: -5.10

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

10.46%

Ann. -24.07% (Sharpe / Sortino numerator)

Volatility

17.97%

Sharpe ratio

-1.541

VaR 95%

-1.78%

CVaR 95%: -2.16%
Max drawdown: -12.47%
Sortino ratio: -2.437
Calmar ratio: -1.93

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

8.77%

Ann. -17.64% (Sharpe / Sortino numerator)

Volatility

15.74%

Sharpe ratio

-1.351

VaR 95%

-1.74%

CVaR 95%: -2.10%
Max drawdown: -13.97%
Sortino ratio: -2.023
Calmar ratio: -1.26

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

10.76%

Ann. 8.06% (Sharpe / Sortino numerator)

Volatility

19.84%

Sharpe ratio

0.223

VaR 95%

-1.74%

CVaR 95%: -2.79%
Max drawdown: -13.97%
Sortino ratio: 0.302
Calmar ratio: 0.58

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

21.54%

Ann. 7.46% (Sharpe / Sortino numerator)

Volatility

18.95%

Sharpe ratio

0.202

VaR 95%

-1.84%

CVaR 95%: -2.87%
Max drawdown: -20.12%
Sortino ratio: 0.267
Calmar ratio: 0.37

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

70.61%

Ann. 17.18% (Sharpe / Sortino numerator)

Volatility

17.34%

Sharpe ratio

0.781

VaR 95%

-1.70%

CVaR 95%: -2.53%
Max drawdown: -20.12%
Sortino ratio: 1.059
Calmar ratio: 0.85

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: 17/06/2025 - 17/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.045%

Best day

3.44%

08/04/2026
Worst day

-3.516%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/06/2026 $36.66 $36.85 $36.26 $36.27 10,500
16/06/2026 $36.77 $36.97 $36.60 $36.60 38,900
15/06/2026 $36.61 $36.96 $36.61 $36.89 9,900
12/06/2026 $35.77 $36.07 $35.72 $36.03 18,200
11/06/2026 $35.16 $35.77 $34.96 $35.72 7,200
10/06/2026 $35.55 $35.81 $34.94 $34.94 37,900
09/06/2026 $36.00 $36.22 $34.95 $35.85 14,600
08/06/2026 $35.84 $35.95 $35.69 $35.72 20,100
05/06/2026 $36.50 $36.50 $35.50 $35.56 26,200
04/06/2026 $36.51 $36.94 $36.41 $36.86 20,800