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 | 5.00% | 51.65% | 4.67% | 17.66% | 16.40% | 23.89% | 13.78% | 22.33% |
| Sharpe Ratio | 0.28 | 2.04 | 0.25 | 0.65 | 0.82 | 0.87 | 0.70 | 0.83 |
| Max Drawdown | -16.26% | -16.26% | -30.33% | -34.95% | -30.33% | -34.95% | -30.33% | -34.95% |
| % Time Invested | 76.6% | 100.0% | 71.5% | 100.0% | 81.1% | 100.0% | 78.7% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.2 | 0.0 | 1.0 | 0.0 | 1.2 | 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 |
| 2025-07-01 | 2026-03-31 | Completed | 100% | $195.92 | $201.95 | 3.08% | Stop |
| 2025-04-07 | 2025-07-01 | Interest | 100% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2025-04-02 | 2025-04-07 | Completed | 100% | $159.55 | $135.32 | -15.19% | Signal |
| 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 |
| 2023-02-22 | 2024-08-06 | Completed | 100% | $102.24 | $153.26 | 49.91% | Stop |
| 2023-01-20 | 2023-02-22 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $98.49 | $95.97 | -2.56% | Signal |
| 2022-03-11 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 2.74% | Interest Income |
| 2022-02-16 | 2022-03-11 | Completed | 100% | $119.07 | $110.97 | -6.80% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-01 | 2022-01-25 | Completed | 100% | $73.70 | $114.11 | 54.83% | Stop |
| 2020-04-24 | 2020-06-01 | Interest | 100% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-03-24 | 2020-04-24 | Completed | 100% | $55.75 | $65.24 | 17.02% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-27 | 2020-03-02 | Completed | 100% | $55.75 | $67.49 | 21.04% | Stop |
| 2019-03-01 | 2019-03-27 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2019-02-20 | 2019-03-01 | Completed | 100% | $53.02 | $54.31 | 2.44% | Signal |
| 2018-11-21 | 2019-02-20 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2016-04-22 | 2018-11-21 | Completed | 100% | $29.96 | $48.40 | 61.51% | Stop |
| 2016-03-24 | 2016-04-22 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2016-03-22 | 2016-03-24 | Completed | 100% | $29.73 | $29.53 | -0.68% | Signal |
| 2016-01-21 | 2016-03-22 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2015-11-24 | 2016-01-21 | Completed | 100% | $30.66 | $27.10 | -11.60% | Stop |
| 2015-10-16 | 2015-11-24 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
Return Distribution Analysis
