FSBD:NYE-Fidelity Sustainable Core Plus Bond ETF (USD)

ETF | Others |

Last Closing

USD 46.821

Change

0.00 (0.00)%

Market Cap

USD 0.01B

Volume

1.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund normally invests at least 80% of assets in debt securities of all types that the Adviser believes have positive environmental, social and governance (ESG) characteristics and repurchase agreements for those securities. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). The fund invests in domestic and foreign issuers.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-16 )

ETFs Containing FSBD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.10% 17% F 27% F
Dividend Return 3.69% 60% D- 58% F
Total Return 2.60% 19% F 28% F
Trailing 12 Months  
Capital Gain 3.41% 27% F 29% F
Dividend Return 4.62% 63% D 58% F
Total Return 8.03% 29% F 31% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -0.70% 29% F 29% F
Dividend Return 1.56% 42% F 30% F
Total Return 2.26% 78% C+ 53% F
Risk Return Profile  
Volatility (Standard Deviation) 3.36% 88% B+ 96% N/A
Risk Adjusted Return 46.44% 61% D- 63% D
Market Capitalization 0.01B 23% F 8% B-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.