ETFs - Profile

Fidelity MSCI Energy Index ETF

US > Natural Resources/Materials >

Rank

Universe Rank
13 6

Summary

The fund seeks to replicate the total return performance of the benchmark index before fees and expenses by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in securities included in the fund’s underlying index.

The fund’s underlying index is the MSCI USA IMI Energy 25/50 Index, which represents the performance of the energy sector in the U.S. equity market.

The team More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $14.47
    -0.16
  • 52 Week HL
  • $15.24 - $7.16
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
41.7 % YTD

  • 3 Year
  • -6.65%
  • 5 Year
  • -21.66%
  • Best
  • 41.7%
    2021
  • Worst
  • -36.21%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FENY 42%-36%3%-20%-2%27%-23%-10%0%0%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 30.9% -53% 16.6% -6.2% -6.7% 3.5% -2.3% 1.3% - - -
Q2 9.4% 32.1% -6.8% 16.9% -7.8% 11.2% -2.2% 12.2% -100% - -
Q3 2.1% -19.4% -8.8% 2.4% 6.7% 2.9% -18.8% -8.9% -100% - -
Q4 - 27.6% 1.7% -27% 6.5% 7.4% -1% -13% 3.7% - -

Returns +
M

J F M A M J J A S O N D
2021 4.8% 21.4% 2.9% 2.1% 3.7% 5.2% -9.7% -1.5% 9.3% - - -
2020 -11.6% -14.8% -37.7% 32.2% 1.9% -2% 1.2% -6.3% -15% -4.7% 27.8% 4.7%

Annual Return

Index Comparison

Alpha

NAV