Fidelity Investment Grade Bond ETF (FIGB) Performance
FIGB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.5% since Dec 31, 2025
- 1 year
- −1.7% total return
- 5 years
- −0.1% a year
- Since first price
- +0.1% a year since 2021
FIGB trailing returns vs SPY, QQQ, AGG
| Period | FIGB total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.7% | −1.8% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.9% | −3.9% | +7.8% | +8.4% | −1.5% |
| YTD | −1.5% | −4.4% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.7% | −5.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +16.6%+5.2%/yr | +2.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −0.7%−0.1%/yr | −17.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMar 4, 2021 | +0.5%+0.1%/yr | −16.7% | — | — | — |
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: FIGB vs SPY
From Mar 4, 2021: FIGB grew to $10,046, SPY to $21,781.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FIGB returns by calendar year
3 of 4 full years positive. Best 2025 (+7.0%), worst 2022 (−13.4%). 2026 is year to date.
FIGB annual returns table
| Year | FIGB | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −1.5% | −5.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.0% | −3.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +1.5% | −4.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +6.6% | −7.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −13.4% | −16.6% | −18.2% | −32.6% | −13.0% |
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.
FIGB largest drawdowns
Now 3.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 14, 2021 | −18.1% | Oct 24, 2022 | Feb 12, 2026 | 1.1 years | 4.4 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
FIGB risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +4.0% | −0.6% | −0.2% |
| Volatility (annualized) | 5.9% | 6.6% | 6.4% |
| Sharpe ratio | -0.04 | -0.62 | -0.52 |
| Sortino ratio | -0.06 | -0.77 | -0.65 |
| Best month | +4.7% | +4.7% | +4.7% |
| Worst month | −3.1% | −4.6% | −4.6% |
| Best 12 months | +12.1% | +12.1% | +12.1% |
| Worst 12 months | −2.5% | −16.2% | −16.2% |
| Positive months | 64% | 52% | 53% |
| Beta vs S&P 500 | 0.23 | 0.26 | — |
| Correlation with S&P 500 | 0.48 | 0.61 | — |
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.
FIGB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 56 | −16.2% | +2.3% | +12.1% | 62% |
| 3-year (a year) | 32 | −3.3% | +2.6% | +6.0% | 62% |
| 5-year (a year) | 8 | −0.6% | −0.0% | +0.5% | 50% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
FIGB performance overview
Fidelity Investment Grade Bond ETF (FIGB) returned −1.7% over the past year and −0.1% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +0.1% a year, turning $10,000 into about $10,046. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.1%, from Sep 14, 2021 to Oct 24, 2022, and it took 3.3 years to get back to the old high. FIGB finished 3 of its 4 full calendar years with a gain; the best year was 2025 (+7.0%) and the worst 2022 (−13.4%). Volatility has been 6.4% a year.
Related: FIGB chart, FIGB dividends. See the FIGB overview for the latest quote and fund facts.
FIGB performance FAQ
What is the FIGB return over the past year?
FIGB returned −1.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.6%.
What is the average annual return of FIGB?
FIGB has returned −0.1% a year over 5 years, +0.1% a year since March 4, 2021 (total return, distributions reinvested).
How much would $10,000 invested in FIGB be worth?
$10,000 invested in FIGB at its first recorded close on March 4, 2021 would be worth about $10,046 on October 23, 2026 with distributions reinvested.
What was the worst year for FIGB?
The worst calendar year was 2022, with a total return of −13.4%. The best was 2025 at +7.0%.
What is the biggest drawdown of FIGB?
The largest peak-to-trough decline was −18.1% between September 14, 2021 and October 24, 2022. It recovered to the old high on February 12, 2026, 3.3 years after the bottom.
How volatile is FIGB?
Over the past 3 years FIGB had an annualized volatility of 5.9% and a Sharpe ratio of -0.04 (excess return over 1–3 month T-bills per unit of risk).