NYSEArca - Delayed Quote USD

Fidelity Dividend ETF for Rising Rates (FDRR)

48.45 -0.06 (-0.13%)
At close: 3:58 PM EDT

ETF Summary

The fund normally invests at least 80% of assets in securities included in the underlying index and in depository receipts representing securities included in the underlying index. The underlying index is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends and have a positive correlation of returns to increasing 10-year U.S. Treasury yields.

Risk Overview

Performance & Risk

YTD Return 11.18%
5y Average Return 12.12%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
FDRRCategory AverageFDRRCategory AverageFDRRCategory Average
Alpha -1.77 -2.03 -1.9 -2.9 0 -2.89
BETA 0.88 0.83 0.94 0.94 0 0.95
Mean Annual Return 0.67 0.62 1.14 1.05 0 0.8
R-squared 89.69 78.83 92.06 82.68 0 84.14
Standard Deviation 16.43 16.66 17.93 18.84 0 15.78
Sharpe Ratio 0.29 0.25 0.64 0.55 0 0.52
Treynor Ratio 4.16 3.59 11.18 9.73 0 7.63

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