All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2019-09-26? to Tue 2025-08-05 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
FNCL × |
+7.92%
2025-08-05 |
3.747 TR
2025-08-05 |
||||
Fidelity MSCI Financials Index ETF Exchange-Traded Fund | ||||||
AVUV × |
−3.37%
2025-08-05 |
2.025 TR
2025-08-05 |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
FXNAX × |
+4.71%
2025-08-05 |
1.354 TR
2025-08-05 |
||||
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
Thu 2019-09-26? to Tue 2025-08-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FNCL × |
+104.02%
+12.94%/yr |
+13.04%/yr
(R2=0.715) |
||||
Fidelity MSCI Financials Index ETF Exchange-Traded Fund | ||||||
AVUV × |
+102.51%
+12.80%/yr |
+16.20%/yr
(R2=0.733) |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
FXNAX × |
+3.63%
+0.61%/yr |
−1.58%/yr
(R2=0.261) |
||||
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
Thu 2019-09-26? to Tue 2025-08-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FNCL × |
$10,000.00
2019-09-26 |
$20,402.33
2025-08-05 |
||||
Fidelity MSCI Financials Index ETF Exchange-Traded Fund | ||||||
AVUV × |
$10,000.00
2019-09-26 |
$20,251.30
2025-08-05 |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
FXNAX × |
$10,000.00
2019-09-26 |
$10,362.90
2025-08-05 |
||||
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
Year | FNCL | AVUV | FXNAX |
---|---|---|---|
2025 (YTD) | +7.92% | −3.37% | +4.71% |
2024 | +30.44% | +9.29% | +1.62% |
2023 | +14.10% | +22.82% | +5.53% |
2022 | −12.28% | −4.91% | −13.25% |
2021 | +34.92% | +42.20% | −1.79% |
2020 | −2.19% | +6.43% | +7.82% |
2019 | +31.59% | +8.50% | +8.51% |
2018 | −13.44% | — | +0.05% |
2017 | +19.99% | — | +3.51% |
2016 | +24.30% | — | +2.52% |
2015 | −0.75% | — | +0.64% |
2014 | +14.01% | — | +5.99% |
2013 | +4.83% | — | −2.19% |
2012 | — | — | +4.26% |
2011 | — | — | +4.76% |
Thu 2019-09-26? to Tue 2025-08-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FNCL × | −3.03% |
−44.38%
2020-03-23 |
||||
Fidelity MSCI Financials Index ETF Exchange-Traded Fund | ||||||
AVUV × | −11.96% |
−49.42%
2020-03-23 |
||||
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
FXNAX × | −4.67% |
−18.64%
2022-10-24 |
||||
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund | ||||||