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 +26.97% over the past year and +11.08% YTD, with dividends reinvested. Since Jan. 18, 2018, FIVA is up +50.73% in real purchasing-power return, or +4.94%/yr, and is currently −1.86% below its real total-return high on Jun. 15, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2018-01-18💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
FIVA × 		+50.73%
+4.94%/yr 		+4.55%/yr
R2=0.426
Fidelity International Value Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-01-18💬 to Fri 2026-07-24 Start
Value 		End
Value
FIVA × 		$10,000.00
2018-01-18 		$15,073.19
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
FIVA × 		+11.08% +26.97%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FIVA × 		−1.86%
on 2026-07-24
from 2026-06-15 peak 		−42.27%
on 2020-03-23
from 2018-01-23 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
FIVA × 		+26.97% +50.61%
+22.73%/yr 		+61.74%
+17.38%/yr 		+55.15%
+9.18%/yr 		—

Annual Returns

Year FIVA
2026 (YTD) +11.08%
2025 +42.08%
2024 −0.34%
2023 +16.48%
2022 −15.82%
2021 +8.28%
2020 −3.10%
2019 +17.10%
2018 −20.46%