Fidelity Limited Term Bond ETF (FLTB) Performance
FLTB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.6% since Dec 31, 2025
- 1 year
- +1.3% total return
- 5 years
- +2.3% a year
- 10 years
- +2.4% a year
- Since first price
- +2.3% a year since 2014
FLTB trailing returns vs SPY, QQQ, AGG
| Period | FLTB total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.4% | +0.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.1% | −1.2% | +3.2% | +1.9% | −0.4% |
| 6 months | −0.1% | −2.3% | +7.8% | +8.4% | −1.5% |
| YTD | +0.6% | −2.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +1.3% | −3.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +17.3%+5.5%/yr | +3.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +12.3%+2.3%/yr | −5.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +26.2%+2.4%/yr | −3.1% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionOct 9, 2014 | +31.9%+2.3%/yr | −1.9% | — | — | — |
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: FLTB vs SPY
From Oct 9, 2014: FLTB grew to $13,189, SPY to $48,118.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FLTB returns by calendar year
9 of 11 full years positive. Best 2025 (+6.6%), worst 2022 (−5.9%). 2026 is year to date.
FLTB annual returns table
| Year | FLTB | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +0.6% | −1.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.6% | −1.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +5.1% | −1.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +5.9% | −2.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −5.9% | −8.1% | −18.2% | −32.6% | −13.0% |
| 2021 | −1.2% | −1.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +5.6% | −8.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +5.9% | −0.8% | +31.2% | +39.0% | +8.5% |
| 2018 | +1.1% | −1.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +2.1% | −0.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +2.1% | −2.0% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.9% | −1.5% | +1.2% | +9.4% | +0.5% |
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.
FLTB risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +5.2% | +2.1% | +2.3% | +2.3% |
| Volatility (annualized) | 2.5% | 3.1% | 2.9% | 2.7% |
| Sharpe ratio | 0.29 | -0.50 | 0.01 | 0.15 |
| Sortino ratio | 0.42 | -0.63 | 0.01 | 0.21 |
| Best month | +2.0% | +2.0% | +2.9% | +2.9% |
| Worst month | −1.4% | −1.9% | −3.5% | −3.5% |
| Best 12 months | +9.6% | +9.6% | +9.6% | +9.6% |
| Worst 12 months | +1.0% | −7.8% | −7.8% | −7.8% |
| Positive months | 81% | 65% | 66% | 66% |
| Beta vs S&P 500 | 0.09 | 0.11 | 0.09 | — |
| Correlation with S&P 500 | 0.47 | 0.56 | 0.49 | — |
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.
FLTB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 133 | −7.8% | +2.5% | +9.6% | 81% |
| 3-year (a year) | 109 | −1.4% | +2.0% | +6.3% | 82% |
| 5-year (a year) | 85 | +0.6% | +2.0% | +3.3% | 100% |
| 10-year (a year) | 25 | +2.1% | +2.4% | +2.7% | 100% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
FLTB performance overview
Fidelity Limited Term Bond ETF (FLTB) returned +1.3% over the past year and +2.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +2.3% a year, turning $10,000 into about $13,189. Over the same year S&P 500 (SPY) returned +14.4%.
Related: FLTB chart, FLTB dividends. See the FLTB overview for the latest quote and fund facts.
FLTB performance FAQ
What is the FLTB return over the past year?
FLTB returned +1.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.1%.
What is the average annual return of FLTB?
FLTB has returned +2.3% a year over 5 years, +2.4% a year over 10 years, +2.3% a year since October 9, 2014 (total return, distributions reinvested).
How much would $10,000 invested in FLTB be worth?
$10,000 invested in FLTB at its first recorded close on October 9, 2014 would be worth about $13,189 on October 23, 2026 with distributions reinvested.
What was the worst year for FLTB?
The worst calendar year was 2022, with a total return of −5.9%. The best was 2025 at +6.6%.
How volatile is FLTB?
Over the past 3 years FLTB had an annualized volatility of 2.5% and a Sharpe ratio of 0.29 (excess return over 1–3 month T-bills per unit of risk).