FLDR ETF Analysis: Fidelity Low Duration Bond | BATS

Ultrashort Bond | BATS, USA | Market Cap: 1.977m USD | 12M Return: 4.3% | Charts, Fundamentals & Technical Analysis

Floating Rate Notes, Investment Grade, Treasury Notes, Ultrashort Duration
Total Rating 46
Safety 55
Buy Signal -0.33
Ultrashort Bond
Category Rotation: +0.5
TER: 0.15%
AUM: 1.98B
Avg Turnover: 12.9M
Risk 3d forecast
Volatility1.03%
VaR 5th Pctl0.18%
VaR vs Median-0.65%
Reward TTM
Sharpe Ratio-0.04
Rel. Str. IBD36.6
Rel. Str. Peer Group32.1
Character TTM
Beta0.015
Beta Downside-0.015
Hurst Exponent0.526
Drawdowns 3y
Max DD0.76%
CAGR/Max DD6.96
CAGR/Mean DD110.68

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 8 years of data

Jan -0.1% 12
Feb +0.0% 9
Mar -0.3% 24
Apr -0.1% 12
May +0.1% 40
Jun +0.1% 31
Jul +0.0% 22
Aug +0.1% 10
Sep -0.2% 48
Oct -0.2% 25
Nov +0.0% 6
Dec -0.1% 7

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: FLDR Fidelity Low Duration Bond

The Fidelity Low Duration Bond Factor ETF (FLDR) is an ultrashort bond ETF that tracks an index composed exclusively of U.S. investment grade floating rate notes and U.S. Treasury notes. The fund invests at least 80% of its assets in securities included in the underlying index, which is designed to optimize the trade-off between interest rate risk and credit risk in an effort to improve returns and risk measures relative to traditional U.S. investment grade floating rate note benchmarks.

As an ultrashort bond fund, FLDR targets very short-duration debt securities, which typically experience less price sensitivity to interest rate changes than longer-duration bond funds. Floating rate notes, the funds primary holdings, feature coupons that reset periodically based on a reference rate, generally causing their prices to remain more stable when interest rates rise. The ETF trades on the BATS exchange and was launched in June 2018.

Headlines to Watch Out For
  • Fed rate cut expectations lift short-duration bond demand
  • Investment grade credit spreads tighten, boosting floating rate note returns
  • Money market fund competition pressures ultrashort bond ETF flows
What is the price of FLDR shares?

As of July 25, 2026, the stock is trading at USD 50.13 with a total of 71,925 shares traded. Over the past week, the price has changed by -0.14%, over one month by +0.09%, over three months by +0.79% and over the past year by +4.29%.

Current recommended Stop Loss: 50.00 (which is 0.3% or 2.2 ATR below the current price).

Is FLDR a buy, sell or hold?

Fidelity Low Duration Bond has no consensus analysts rating.