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FTBD
+0.25 · +0.50%
$49.79 · NYSE ARCA

Fidelity Tactical Bond ETF (FTBD) ETF Analysis | Multisector Bond

Fidelity Investments · USA
AUM:$37.7M
#– of – in Multisector Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is FTBD?

The fund invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The advisor allocates assets across the full spectrum of the debt market, including investment-grade, high yield and emerging markets debt securities across different maturities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
FTBD returned 8.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.55%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 0.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$37.7M
Expense Ratio0.55%
Dividend Yield5.06%
Holdings1
Inception DateJan 2023
Domicile–
Distribution–
Index–
ProviderFidelity Investments
Beta1.01
CategoryMultisector Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.4%
1Y
+0.7%
3Y
+13.8%
5Y
+12.9%
OpenBook InsightIf you had invested £10,000 in FTBD 5 years ago, it would have grown to £11,292 — a gain of £1,292.

Annual Returns

Calendar year performance

FTBD delivered positive returns in 3 of the last 4 calendar years.
YearFTBD
2026 YTD-1.1%
2025+8.3%
2024+2.4%
2023+3.7%
CAGR 3yr+4.8%
3/4 positive yearsAvg return: +3.3%Worst year: -1.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
4.6%
Low
Momentum
-0.9%
30-day change
Support Level
48.38
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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