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DASHBOARDS: Portfolio Hub Market Pulse Performance

FTEC

Fidelity MSCI Information Technology Index ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for FTEC (Fidelity MSCI Information Technology Index ETF) using the Excess Return MMA* strategy in a Trading context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -28.1% (compared to the benchmark's drawdown of -35.0%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 15.1%, compared to a Buy-and-Hold benchmark return of 21.9%. The strategy executed 101 total trades.

* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.

FTEC Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR29.21%32.96%9.69%17.96%17.28%24.00%15.05%21.85%
Sharpe Ratio1.391.210.610.651.020.860.940.84
Max Drawdown-11.45%-16.26%-28.11%-34.95%-28.11%-34.95%-28.11%-34.95%
% Time Invested91.3%100.0%85.5%100.0%90.5%100.0%91.1%100.0%
Trades / Year7.00.08.80.07.60.08.20.0

Cumulative Growth Performance

Return Distribution Analysis

Return Distribution

Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
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2026-03-10 2026-04-10 Interest (CASH) 33.33% $1.00 $1.00 0.32% Interest Income
2026-03-06 2026-04-10 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
2026-01-22 2026-04-10 Interest (CASH) 33.33% $1.00 $1.01 0.78% Interest Income
2026-03-06 2026-03-10 Completed 33.33% $214.83 $217.74 1.31% Signal
2026-01-26 2026-03-06 Interest (CASH) 33.33% $1.00 $1.00 0.40% Interest Income
2025-07-08 2026-03-06 Completed 33.33% $198.65 $214.83 8.09% Signal
2026-01-22 2026-01-26 Completed 33.33% $225.39 $225.08 -0.19% Signal
2026-01-20 2026-01-22 Completed 33.33% $221.78 $225.39 1.58% Signal
2025-12-29 2026-01-22 Interest (CASH) 33.33% $1.00 $1.00 0.23% Interest Income
2025-12-23 2026-01-20 Interest (CASH) 33.33% $1.00 $1.00 0.24% Interest Income
2025-12-12 2025-12-29 Completed 33.33% $229.33 $226.49 -1.29% Signal
2025-05-27 2025-12-23 Completed 33.33% $178.99 $225.75 26.06% Signal
2025-11-19 2025-12-12 Interest (CASH) 33.33% $1.00 $1.00 0.24% Interest Income
2025-09-25 2025-11-19 Completed 33.33% $216.86 $217.85 0.40% Stop
2025-09-03 2025-09-25 Interest (CASH) 33.33% $1.00 $1.00 0.25% Interest Income
2025-04-30 2025-09-03 Completed 33.33% $159.01 $205.41 29.12% Signal
2025-03-10 2025-07-08 Interest (CASH) 33.33% $1.00 $1.01 1.40% Interest Income
2025-02-14 2025-05-27 Interest (CASH) 33.33% $1.00 $1.01 1.17% Interest Income
2025-04-07 2025-04-30 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2025-04-03 2025-04-07 Completed 33.33% $154.55 $135.18 -12.58% Signal
2025-03-06 2025-04-03 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2024-08-27 2025-03-10 Completed 33.33% $168.14 $166.59 -0.97% Stop
2025-03-04 2025-03-06 Completed 33.33% $169.07 $169.57 0.25% Signal
2025-02-07 2025-03-04 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2024-09-30 2025-02-14 Completed 33.33% $171.66 $187.96 9.44% Signal
2025-01-30 2025-02-07 Completed 33.33% $182.53 $185.78 1.73% Signal
2025-01-03 2025-01-30 Interest (CASH) 33.33% $1.00 $1.00 0.29% Interest Income
2024-12-02 2025-01-03 Completed 33.33% $183.96 $184.68 0.34% Signal
2024-11-07 2024-12-02 Interest (CASH) 33.33% $1.00 $1.00 0.29% Interest Income
2024-10-07 2024-11-07 Completed 33.33% $171.85 $182.28 6.02% Signal
2024-09-13 2024-10-07 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2024-08-30 2024-09-30 Interest (CASH) 33.33% $1.00 $1.00 0.38% Interest Income
2024-08-19 2024-09-13 Completed 33.33% $168.55 $167.08 -0.93% Signal
2024-08-28 2024-08-30 Completed 33.33% $169.61 $168.76 -0.55% Signal
2024-08-06 2024-08-28 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2024-08-05 2024-08-27 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2024-07-26 2024-08-19 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2024-06-06 2024-08-06 Completed 33.33% $162.61 $153.10 -5.90% Stop
2023-12-18 2024-08-05 Completed 33.33% $140.96 $146.07 3.57% Stop
2024-05-07 2024-07-26 Completed 33.33% $152.17 $165.68 8.82% Stop
2024-05-01 2024-06-06 Interest (CASH) 33.33% $1.00 $1.01 0.53% Interest Income
2024-04-09 2024-05-07 Interest (CASH) 33.33% $1.00 $1.00 0.42% Interest Income
2023-11-07 2024-05-01 Completed 33.33% $126.31 $144.68 14.48% Signal
2024-02-06 2024-04-09 Completed 33.33% $148.75 $152.96 2.78% Signal
2024-01-12 2024-02-06 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-11-21 2024-01-12 Completed 33.33% $134.81 $141.21 4.69% Signal
2023-11-01 2023-12-18 Interest (CASH) 33.33% $1.00 $1.01 0.68% Interest Income
2023-10-30 2023-11-21 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-09-11 2023-11-07 Interest (CASH) 33.33% $1.00 $1.01 0.89% Interest Income
2023-01-18 2023-11-01 Completed 33.33% $98.39 $119.75 21.65% Signal
2023-10-16 2023-10-30 Completed 33.33% $123.77 $118.30 -4.47% Signal
2023-09-22 2023-10-16 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
2023-09-01 2023-09-22 Completed 33.33% $130.27 $121.37 -6.88% Signal
2023-02-23 2023-09-11 Completed 33.33% $103.54 $128.20 23.75% Signal
2023-08-09 2023-09-01 Interest (CASH) 33.33% $1.00 $1.00 0.37% Interest Income
2023-05-23 2023-08-09 Completed 33.33% $116.12 $125.68 8.18% Signal
2023-05-01 2023-05-23 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2023-03-27 2023-05-01 Completed 33.33% $108.19 $111.51 3.01% Signal
2023-03-03 2023-03-27 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2023-01-17 2023-03-03 Completed 33.33% $97.09 $102.92 5.96% Signal
2023-01-31 2023-02-23 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2022-12-01 2023-01-31 Completed 33.33% $100.78 $100.08 -0.74% Signal
2022-03-14 2023-01-18 Interest (CASH) 33.33% $1.00 $1.02 2.22% Interest Income
2022-12-20 2023-01-17 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2022-11-30 2022-12-20 Completed 33.33% $95.83 $92.56 -3.46% Signal
2022-09-16 2022-12-01 Interest (CASH) 33.33% $1.00 $1.01 0.81% Interest Income
2022-11-07 2022-11-30 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2022-10-26 2022-11-07 Completed 33.33% $93.55 $89.91 -3.94% Stop
2022-08-30 2022-10-26 Interest (CASH) 33.33% $1.00 $1.01 0.54% Interest Income
2022-08-08 2022-09-16 Completed 33.33% $109.24 $95.70 -12.43% Stop
2022-07-08 2022-08-30 Completed 33.33% $97.55 $103.39 5.93% Stop
2022-01-25 2022-08-08 Interest (CASH) 33.33% $1.00 $1.01 0.57% Interest Income
2022-06-14 2022-07-08 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2022-06-01 2022-06-14 Completed 33.33% $104.93 $93.29 -11.14% Stop
2022-04-12 2022-06-01 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2022-03-23 2022-04-12 Completed 33.33% $117.14 $113.27 -3.34% Stop
2022-02-24 2022-03-23 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2022-02-15 2022-03-14 Completed 33.33% $118.14 $107.11 -9.38% Signal
2022-02-10 2022-02-24 Completed 33.33% $121.07 $106.39 -12.17% Stop
2022-01-24 2022-02-15 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2022-01-18 2022-02-10 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2021-11-17 2022-01-25 Completed 33.33% $129.71 $114.00 -12.16% Stop
2020-10-13 2022-01-24 Completed 33.33% $94.55 $113.40 19.88% Stop
2021-12-30 2022-01-18 Completed 33.33% $132.83 $122.53 -7.80% Signal
2021-12-07 2021-12-30 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-10-19 2021-12-07 Completed 33.33% $121.64 $128.47 5.56% Signal
2021-10-26 2021-11-17 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-04-29 2021-10-26 Completed 33.33% $110.46 $123.64 11.87% Signal
2021-09-22 2021-10-19 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-06-01 2021-09-22 Completed 33.33% $106.70 $118.11 10.65% Signal
2021-05-07 2021-06-01 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-03-26 2021-05-07 Completed 33.33% $99.59 $106.25 6.64% Signal
2021-04-07 2021-04-29 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2020-05-07 2021-04-07 Completed 33.33% $69.92 $106.04 51.59% Signal
2021-03-04 2021-03-26 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2020-11-20 2021-03-04 Completed 33.33% $93.10 $99.83 7.18% Signal
2020-10-29 2020-11-20 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-10-05 2020-10-29 Completed 33.33% $88.28 $85.69 -2.98% Stop
2020-09-21 2020-10-13 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-09-08 2020-10-05 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-06-18 2020-09-21 Completed 33.33% $77.12 $83.00 7.57% Stop
2020-04-01 2020-09-08 Completed 33.33% $57.95 $85.61 47.67% Stop
2020-05-01 2020-06-18 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2020-03-26 2020-05-07 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-03-23 2020-05-01 Completed 33.33% $52.73 $66.91 26.82% Signal
2020-02-26 2020-04-01 Interest (CASH) 33.33% $1.00 $1.00 0.04% Interest Income
2020-03-23 2020-03-26 Completed 33.33% $52.73 $58.56 10.99% Signal
2020-02-28 2020-03-23 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2020-02-28 2020-03-23 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2019-10-14 2020-02-28 Completed 33.33% $61.43 $63.31 3.01% Stop
2019-02-20 2020-02-28 Completed 33.33% $52.96 $63.31 19.47% Stop
2019-10-25 2020-02-26 Completed 33.33% $61.60 $69.49 12.74% Stop
2019-10-03 2019-10-25 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2019-09-16 2019-10-14 Interest (CASH) 33.33% $1.00 $1.00 0.14% Interest Income
2019-08-28 2019-10-03 Completed 33.33% $58.52 $58.94 0.66% Signal
2019-07-12 2019-09-16 Completed 33.33% $61.07 $60.49 -1.00% Signal
2019-08-06 2019-08-28 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2019-06-12 2019-08-06 Completed 33.33% $57.79 $57.97 0.28% Stop
2019-06-19 2019-07-12 Interest (CASH) 33.33% $1.00 $1.00 0.14% Interest Income
2019-02-13 2019-06-19 Completed 33.33% $52.53 $58.59 11.48% Signal
2019-05-15 2019-06-12 Interest (CASH) 33.33% $1.00 $1.00 0.18% Interest Income
2019-01-15 2019-05-15 Completed 33.33% $47.48 $56.00 17.88% Signal
2018-11-26 2019-02-20 Interest (CASH) 33.33% $1.00 $1.01 0.54% Interest Income
2018-10-26 2019-02-13 Interest (CASH) 33.33% $1.00 $1.01 0.69% Interest Income
2018-12-20 2019-01-15 Interest (CASH) 33.33% $1.00 $1.00 0.15% Interest Income
2018-12-11 2018-12-20 Completed 33.33% $49.60 $46.32 -6.67% Signal
2018-09-20 2018-12-11 Interest (CASH) 33.33% $1.00 $1.01 0.51% Interest Income
2018-11-21 2018-11-26 Completed 33.33% $48.35 $48.34 -0.07% Signal
2018-10-30 2018-11-21 Interest (CASH) 33.33% $1.00 $1.00 0.15% Interest Income
2016-03-23 2018-10-30 Completed 33.33% $29.88 $49.36 65.12% Stop
2018-05-22 2018-10-26 Completed 33.33% $51.82 $50.29 -3.01% Signal
2018-09-04 2018-09-20 Completed 33.33% $56.56 $55.84 -1.31% Signal
2018-08-10 2018-09-04 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2018-07-25 2018-08-10 Completed 33.33% $54.77 $54.54 -0.46% Signal
2018-07-02 2018-07-25 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2018-05-30 2018-07-02 Completed 33.33% $51.78 $51.34 -0.91% Signal
2018-05-07 2018-05-30 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2018-04-30 2018-05-22 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2018-04-20 2018-05-07 Completed 33.33% $49.66 $50.34 1.30% Signal
2016-06-29 2018-04-30 Completed 33.33% $29.12 $48.79 67.43% Signal
2018-03-28 2018-04-20 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2018-03-02 2018-03-28 Completed 33.33% $48.81 $47.76 -2.21% Stop
2018-02-07 2018-03-02 Interest (CASH) 33.33% $1.00 $1.00 0.10% Interest Income
2018-01-03 2018-02-07 Completed 33.33% $47.34 $47.85 1.03% Stop
2017-12-08 2018-01-03 Interest (CASH) 33.33% $1.00 $1.00 0.09% Interest Income
2017-09-05 2017-12-08 Completed 33.33% $42.40 $46.48 9.57% Signal
2017-08-11 2017-09-05 Interest (CASH) 33.33% $1.00 $1.00 0.06% Interest Income
2017-07-18 2017-08-11 Completed 33.33% $41.26 $40.79 -1.17% Signal
2017-06-22 2017-07-18 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2017-05-09 2017-06-22 Completed 33.33% $39.73 $40.60 2.15% Signal
2017-04-17 2017-05-09 Interest (CASH) 33.33% $1.00 $1.00 0.05% Interest Income
2016-11-22 2017-04-17 Completed 33.33% $34.09 $37.35 9.50% Signal
2016-10-21 2016-11-22 Interest (CASH) 33.33% $1.00 $1.00 0.04% Interest Income
2016-07-18 2016-10-21 Completed 33.33% $31.00 $33.38 7.60% Signal
2016-06-23 2016-07-18 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-06-07 2016-06-29 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-05-25 2016-06-23 Completed 33.33% $30.12 $30.15 0.06% Signal
2016-03-22 2016-06-07 Completed 33.33% $29.70 $30.53 2.75% Signal
2016-04-28 2016-05-25 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-03-07 2016-04-28 Completed 33.33% $28.82 $29.61 2.67% Signal
2016-03-01 2016-03-23 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-01-19 2016-03-22 Interest (CASH) 33.33% $1.00 $1.00 0.05% Interest Income
2016-02-11 2016-03-07 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-02-10 2016-03-01 Completed 33.33% $26.36 $28.21 6.94% Signal
2016-02-05 2016-02-11 Completed 33.33% $27.53 $25.83 -6.22% Signal
2016-01-19 2016-02-10 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2015-12-21 2016-02-05 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2015-10-09 2016-01-19 Completed 33.33% $28.97 $27.44 -5.33% Stop
2015-10-09 2016-01-19 Completed 33.33% $28.97 $27.44 -5.33% Stop
2015-12-17 2015-12-21 Completed 33.33% $30.72 $29.74 -3.23% Signal
2015-11-24 2015-12-17 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2015-10-27 2015-11-24 Completed 33.33% $30.31 $30.63 1.00% Signal
2015-10-05 2015-10-27 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-08-25 2015-10-09 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-07-16 2015-10-09 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2015-09-11 2015-10-05 Completed 33.33% $27.87 $28.19 1.11% Signal
2015-08-11 2015-09-11 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-04-28 2015-08-25 Completed 33.33% $24.18 $27.47 13.53% Stop
2015-07-21 2015-08-11 Completed 33.33% $30.38 $29.63 -2.50% Signal
2015-06-15 2015-07-21 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-03-11 2015-07-16 Completed 33.33% $28.98 $29.71 2.44% Signal
2015-04-17 2015-06-15 Completed 33.33% $29.24 $29.72 1.62% Signal
2015-03-17 2015-04-17 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-02-12 2015-03-17 Completed 33.33% $29.07 $29.15 0.23% Signal
2015-02-17 2015-03-11 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-11-25 2015-02-17 Completed 33.33% $28.61 $29.55 3.26% Signal
2015-01-16 2015-02-12 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-01-13 2015-01-16 Completed 33.33% $28.33 $27.38 -3.39% Signal
2014-12-18 2015-01-13 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-10-29 2014-12-18 Completed 33.33% $27.07 $28.38 4.79% Signal
2014-10-24 2014-11-25 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-09-26 2014-10-29 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-06-05 2014-10-24 Completed 33.33% $25.43 $26.43 3.88% Signal
2014-09-03 2014-09-26 Completed 33.33% $27.60 $26.74 -3.17% Signal
2014-08-11 2014-09-03 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-05-01 2014-08-11 Completed 33.33% $24.45 $26.26 7.33% Signal
2014-05-13 2014-06-05 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-04-28 2014-05-13 Completed 33.33% $24.18 $24.65 1.87% Signal
2014-04-24 2014-05-01 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-04-24 2014-04-28 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-04-24 2014-04-28 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income