FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
FTEC Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 22.72% | 51.65% | 5.62% | 17.66% | 19.78% | 23.89% | 18.82% | 22.33% |
| Sharpe Ratio | 1.06 | 2.04 | 0.28 | 0.65 | 0.90 | 0.87 | 0.87 | 0.83 |
| Max Drawdown | -16.26% | -16.26% | -28.83% | -34.95% | -28.83% | -34.95% | -28.83% | -34.95% |
| % Time Invested | 92.9% | 100.0% | 70.8% | 100.0% | 84.1% | 100.0% | 84.3% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 2.0 | 0.0 | 1.2 | 0.0 | 1.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-23 | Open | Open | 100% | $244.10 | $246.21 | 0.86% | Mark-to-Market |
| 2026-03-31 | 2026-04-23 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-05-01 | 2026-03-31 | Completed | 100% | $166.48 | $201.95 | 21.31% | Stop |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-02 | 2025-04-08 | Completed | 100% | $159.55 | $147.86 | -7.33% | Stop |
| 2025-03-11 | 2025-04-02 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-03-11 | Completed | 100% | $169.79 | $161.96 | -4.61% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-10-23 | 2024-08-06 | Completed | 100% | $119.40 | $153.26 | 28.36% | Stop |
| 2023-09-08 | 2023-10-23 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2023-09-06 | 2023-09-08 | Completed | 100% | $129.87 | $127.07 | -2.15% | Signal |
| 2023-01-20 | 2023-09-06 | Interest | 100% | $1.00 | $1.02 | 2.32% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $98.49 | $95.97 | -2.56% | Signal |
| 2022-11-02 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2022-10-11 | 2022-11-02 | Completed | 100% | $88.30 | $94.63 | 7.17% | Signal |
| 2022-09-19 | 2022-10-11 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-07-13 | 2022-09-19 | Completed | 100% | $94.07 | $95.04 | 1.03% | Stop |
| 2022-06-17 | 2022-07-13 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-05-19 | 2022-06-17 | Completed | 100% | $97.14 | $91.06 | -6.26% | Stop |
| 2022-04-27 | 2022-05-19 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-04-27 | Completed | 100% | $119.07 | $105.68 | -11.25% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 100% | $55.75 | $114.11 | 104.68% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2018-12-17 | 2020-03-02 | Completed | 100% | $47.97 | $67.49 | 40.67% | Stop |
| 2018-11-21 | 2018-12-17 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-02-12 | 2018-11-21 | Completed | 100% | $26.39 | $48.40 | 83.39% | Stop |
| 2016-01-21 | 2016-02-12 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-10-20 | 2016-01-21 | Completed | 100% | $29.41 | $27.10 | -7.85% | Stop |
| 2015-10-16 | 2015-10-20 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
