Summary
FSMD
Prices · period metrics · 12M
NAV as of 17/06/2026
02/04/2025 → 02/04/2026
Return 27.53% Volatility 19.99% Sharpe 0.60
Official loaded data — not a live quote.

FIDELITY SMALL-MID MULTIFACTOR ETF

Symbol: FSMD

Exchange: NYSE

Sector: Technology

Category: Small Blend

Inception date: 26/02/2019

Latest date: 17/06/2026

Current price: $51.01

Expense ratio: 0.15%

Assets under management
$2.4B
-1.47% 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

4.63%

Ann. -34.54% (Sharpe / Sortino numerator)

Volatility

22.76%

Sharpe ratio

-1.677

VaR 95%

-2.14%

CVaR 95%: -2.27%
Max drawdown: -6.77%
Sortino ratio: -3.140
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

13.59%

Ann. 8.68% (Sharpe / Sortino numerator)

Volatility

17.69%

Sharpe ratio

0.285

VaR 95%

-1.91%

CVaR 95%: -2.12%
Max drawdown: -8.71%
Sortino ratio: 0.430
Calmar ratio: 1.00

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

14.91%

Ann. 7.03% (Sharpe / Sortino numerator)

Volatility

16.12%

Sharpe ratio

0.211

VaR 95%

-1.73%

CVaR 95%: -2.09%
Max drawdown: -8.71%
Sortino ratio: 0.321
Calmar ratio: 0.81

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

27.53%

Ann. 15.66% (Sharpe / Sortino numerator)

Volatility

19.99%

Sharpe ratio

0.602

VaR 95%

-1.81%

CVaR 95%: -2.82%
Max drawdown: -8.71%
Sortino ratio: 0.812
Calmar ratio: 1.80

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

38.74%

Ann. 10.67% (Sharpe / Sortino numerator)

Volatility

18.28%

Sharpe ratio

0.385

VaR 95%

-1.64%

CVaR 95%: -2.55%
Max drawdown: -22.16%
Sortino ratio: 0.553
Calmar ratio: 0.48

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

59.99%

Ann. 13.55% (Sharpe / Sortino numerator)

Volatility

17.29%

Sharpe ratio

0.574

VaR 95%

-1.53%

CVaR 95%: -2.35%
Max drawdown: -22.16%
Sortino ratio: 0.853
Calmar ratio: 0.61

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

0.102%

Best day

3.16%

08/04/2026
Worst day

-2.532%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/06/2026 $51.77 $51.93 $50.86 $51.01 67,900
16/06/2026 $51.95 $52.26 $51.40 $51.44 110,100
15/06/2026 $52.42 $52.45 $51.80 $51.94 89,900
12/06/2026 $51.49 $51.90 $51.32 $51.69 99,600
11/06/2026 $50.15 $51.20 $50.06 $51.18 439,600
10/06/2026 $50.31 $50.78 $49.69 $49.76 132,600
09/06/2026 $50.30 $50.93 $49.24 $50.29 152,500
08/06/2026 $50.34 $50.34 $49.76 $49.94 69,000
05/06/2026 $50.24 $50.55 $49.51 $49.74 81,500
04/06/2026 $50.55 $50.83 $50.22 $50.75 103,500