Fidelity MSCI Energy ETF (FENY) Performance
FENY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +56.1% since Dec 31, 2025
- 1 year
- +57.8% total return
- 5 years
- +22.8% a year
- 10 years
- +10.8% a year
- Since first price
- +6.8% a year since 2013
FENY trailing returns vs SPY, QQQ, AGG
| Period | FENY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +10.4% | +10.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +15.5% | +14.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +20.7% | +19.2% | +7.8% | +8.4% | −1.5% |
| YTD | +56.1% | +53.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +57.8% | +53.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +69.7%+19.3%/yr | +55.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +178.8%+22.8%/yr | +137.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +178.3%+10.8%/yr | +92.4% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionOct 24, 2013 | +135.6%+6.8%/yr | +52.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: FENY vs SPY
From Oct 24, 2013: FENY grew to $23,562, SPY to $53,980.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FENY returns by calendar year
6 of 12 full years positive. Best 2022 (+62.9%), worst 2020 (−33.2%). 2026 is year to date.
FENY annual returns table
| Year | FENY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +56.1% | −15.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.3% | −19.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.6% | −14.0% | +24.9% | +25.6% | +1.3% |
| 2023 | −0.0% | −17.5% | +26.2% | +54.9% | +5.7% |
| 2022 | +62.9% | −26.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +55.6% | −18.5% | +28.7% | +27.4% | −1.8% |
| 2020 | −33.2% | −61.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +9.1% | −20.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −20.0% | −32.4% | −4.6% | −0.1% | +0.1% |
| 2017 | −2.3% | −19.5% | +21.7% | +32.7% | +3.6% |
| 2016 | +27.1% | −14.5% | +12.0% | +7.1% | +2.4% |
| 2015 | −23.1% | −28.7% | +1.2% | +9.4% | +0.5% |
| 2014 | −9.9% | −28.1% | +13.5% | +19.2% | +6.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
FENY largest drawdowns
At an all-time high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 23, 2014 | −74.4% | Mar 18, 2020 | Apr 18, 2022 | 5.7 years | 7.8 years |
| Jun 7, 2022 | −26.6% | Jul 14, 2022 | Nov 1, 2022 | 37 days | 5 months |
| Nov 22, 2024 | −21.5% | Apr 8, 2025 | Jan 5, 2026 | 5 months | 1.1 years |
| Nov 15, 2022 | −18.5% | Mar 17, 2023 | Sep 8, 2023 | 4 months | 10 months |
| Mar 27, 2026 | −15.0% | Jul 1, 2026 | Aug 17, 2026 | 3 months | 5 months |
| Apr 5, 2024 | −13.4% | Sep 11, 2024 | Nov 20, 2024 | 5 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
FENY risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +14.2% | +22.5% | +9.5% | +5.9% |
| Volatility (annualized) | 20.4% | 25.8% | 30.7% | 28.6% |
| Sharpe ratio | 0.54 | 0.77 | 0.38 | 0.28 |
| Sortino ratio | 0.90 | 1.39 | 0.59 | 0.44 |
| Best month | +14.2% | +24.3% | +32.2% | +32.2% |
| Worst month | −13.6% | −17.3% | −36.6% | −36.6% |
| Best 12 months | +55.6% | +74.3% | +115.9% | +115.9% |
| Worst 12 months | −11.2% | −11.2% | −55.3% | −55.3% |
| Positive months | 53% | 58% | 55% | 53% |
| Beta vs S&P 500 | 0.02 | 0.51 | 1.08 | — |
| Correlation with S&P 500 | 0.01 | 0.31 | 0.54 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
FENY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 145 | −55.3% | +2.8% | +115.9% | 54% |
| 3-year (a year) | 121 | −24.1% | +4.3% | +52.2% | 59% |
| 5-year (a year) | 97 | −16.4% | +6.9% | +32.5% | 61% |
| 10-year (a year) | 37 | +2.2% | +4.9% | +11.1% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
FENY performance overview
Fidelity MSCI Energy ETF (FENY) returned +57.8% over the past year and +10.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +6.8% a year, turning $10,000 into about $23,562. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −74.4%, from Jun 23, 2014 to Mar 18, 2020, and it took 2.1 years to get back to the old high. FENY finished 6 of its 12 full calendar years with a gain; the best year was 2022 (+62.9%) and the worst 2020 (−33.2%). Volatility has been 28.6% a year.
Related: FENY chart, FENY holdings, FENY dividends, FENY valuation. See the FENY overview for the latest quote and fund facts.
FENY performance FAQ
What is the FENY return over the past year?
FENY returned +57.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 53.7%.
What is the average annual return of FENY?
FENY has returned +22.8% a year over 5 years, +10.8% a year over 10 years, +6.8% a year since October 24, 2013 (total return, distributions reinvested).
How much would $10,000 invested in FENY be worth?
$10,000 invested in FENY at its first recorded close on October 24, 2013 would be worth about $23,562 on October 23, 2026 with distributions reinvested.
What was the worst year for FENY?
The worst calendar year was 2020, with a total return of −33.2%. The best was 2022 at +62.9%.
What is the biggest drawdown of FENY?
The largest peak-to-trough decline was −74.4% between June 23, 2014 and March 18, 2020. It recovered to the old high on April 18, 2022, 2.1 years after the bottom.
How volatile is FENY?
Over the past 3 years FENY had an annualized volatility of 20.4% and a Sharpe ratio of 0.54 (excess return over 1–3 month T-bills per unit of risk).