Fidelity MSCI Industrials ETF (FIDU) Performance
FIDU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.4% since Dec 31, 2025
- 1 year
- +6.2% total return
- 5 years
- +10.9% a year
- 10 years
- +13.2% a year
- Since first price
- +11.6% a year since 2013
FIDU trailing returns vs SPY, QQQ, AGG
| Period | FIDU total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.6% | −3.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −9.8% | −10.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −6.9% | −7.3% | +7.8% | +8.4% | −1.5% |
| YTD | +6.4% | +5.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +6.2% | +5.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +73.5%+20.2%/yr | +67.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +67.6%+10.9%/yr | +56.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +244.5%+13.2%/yr | +196.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionOct 24, 2013 | +318.1%+11.6%/yr | +241.7% | — | — | — |
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: FIDU vs SPY
From Oct 24, 2013: FIDU grew to $41,810, SPY to $53,980.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FIDU returns by calendar year
9 of 12 full years positive. Best 2019 (+30.7%), worst 2018 (−13.8%). 2026 is year to date.
FIDU annual returns table
| Year | FIDU | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.4% | −12.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.6% | −19.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +16.5% | −8.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +22.6% | −13.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −8.4% | −22.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +21.0% | −7.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +13.7% | −42.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.7% | −8.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −13.8% | −24.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +22.2% | −3.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +20.5% | −9.0% | +12.0% | +7.1% | +2.4% |
| 2015 | −3.6% | −14.4% | +1.2% | +9.4% | +0.5% |
| 2014 | +6.7% | −11.2% | +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.
FIDU largest drawdowns
Now 12.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2020 | −42.3% | Mar 23, 2020 | Nov 9, 2020 | 40 days | 9 months |
| Sep 21, 2018 | −24.5% | Dec 24, 2018 | Jul 16, 2019 | 3 months | 10 months |
| Nov 16, 2021 | −22.9% | Sep 30, 2022 | Jun 29, 2023 | 10 months | 1.6 years |
| Nov 29, 2024 | −20.5% | Apr 8, 2025 | Jun 26, 2025 | 4 months | 7 months |
| Mar 2, 2015 | −16.2% | Jan 20, 2016 | Apr 26, 2016 | 11 months | 1.2 years |
| Aug 1, 2023 | −13.0% | Oct 27, 2023 | Dec 11, 2023 | 3 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
FIDU risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +19.3% | +12.8% | +13.0% | +11.9% |
| Volatility (annualized) | 17.1% | 19.1% | 19.4% | 18.0% |
| Sharpe ratio | 0.87 | 0.54 | 0.61 | 0.62 |
| Sortino ratio | 1.52 | 0.91 | 0.96 | 0.97 |
| Best month | +9.4% | +12.8% | +16.6% | +16.6% |
| Worst month | −8.7% | −10.0% | −19.6% | −19.6% |
| Best 12 months | +38.8% | +38.8% | +73.4% | +73.4% |
| Worst 12 months | +2.5% | −14.6% | −18.7% | −18.7% |
| Positive months | 61% | 52% | 60% | 61% |
| Beta vs S&P 500 | 1.01 | 1.03 | 1.12 | — |
| Correlation with S&P 500 | 0.73 | 0.85 | 0.88 | — |
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.
FIDU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 145 | −18.7% | +12.5% | +73.4% | 80% |
| 3-year (a year) | 121 | −1.4% | +11.6% | +25.1% | 99% |
| 5-year (a year) | 97 | +3.0% | +11.7% | +19.3% | 100% |
| 10-year (a year) | 37 | +9.2% | +12.1% | +15.4% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
FIDU performance overview
Fidelity MSCI Industrials ETF (FIDU) returned +6.2% over the past year and +13.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +11.6% a year, turning $10,000 into about $41,810. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −42.3%, from Feb 12, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. FIDU finished 9 of its 12 full calendar years with a gain; the best year was 2019 (+30.7%) and the worst 2018 (−13.8%). Volatility has been 18.0% a year.
Related: FIDU chart, FIDU holdings, FIDU dividends, FIDU valuation. See the FIDU overview for the latest quote and fund facts.
FIDU performance FAQ
What is the FIDU return over the past year?
FIDU returned +6.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.3%.
What is the average annual return of FIDU?
FIDU has returned +10.9% a year over 5 years, +13.2% a year over 10 years, +11.6% a year since October 24, 2013 (total return, distributions reinvested).
How much would $10,000 invested in FIDU be worth?
$10,000 invested in FIDU at its first recorded close on October 24, 2013 would be worth about $41,810 on October 23, 2026 with distributions reinvested.
What was the worst year for FIDU?
The worst calendar year was 2018, with a total return of −13.8%. The best was 2019 at +30.7%.
What is the biggest drawdown of FIDU?
The largest peak-to-trough decline was −42.3% between February 12, 2020 and March 23, 2020. It recovered to the old high on November 9, 2020, 8 months after the bottom.
How volatile is FIDU?
Over the past 3 years FIDU had an annualized volatility of 17.1% and a Sharpe ratio of 0.87 (excess return over 1–3 month T-bills per unit of risk).