All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FIVA: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FIVA real return snapshot: after CPI-U inflation, FIVA returned +19.05% over the past year and +9.77% YTD, with dividends reinvested. Since Jan. 18, 2018, FIVA is up +48.95% in real purchasing-power return, or +4.66%/yr, and is currently −5.67% below its real total-return high on Aug. 25, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Thu 2018-01-18💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
FIVA × 		+48.95%
+4.66%/yr 		+5.09%/yr
R2=0.470
Fidelity International Value Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-01-18💬 to Fri 2026-10-16 Start
Value 		End
Value
FIVA × 		$10,000.00
2018-01-18 		$14,894.62
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
FIVA × 		+9.77% +19.05%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FIVA × 		−5.67%
on 2026-10-16
from 2026-08-25 peak 		−42.27%
on 2020-03-23
from 2018-01-23 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
FIVA × 		+19.05% +46.43%
+21.01%/yr 		+69.27%
+19.18%/yr 		+51.93%
+8.72%/yr 		—

Annual Returns

Year FIVA
2026 (YTD) +9.77%
2025 +42.08%
2024 −0.34%
2023 +16.48%
2022 −15.82%
2021 +8.28%
2020 −3.10%
2019 +17.10%
2018 −20.46%