FENY ETF Analysis: Fidelity Energy Index | NYSE

Equity Energy | NYSE, USA | Market Cap: 2.006m USD | 12M Return: 36.8% | Charts, Fundamentals & Technical Analysis

Oil And Gas, Refining, Energy Equipment, Renewable Energy
Total Rating 70
Safety 49
Buy Signal -0.54
Equity Energy
Category Rotation: +19.3
TER: 0.08%
AUM: 2.01B
Avg Turnover: 40.6M
Risk 3d forecast
Volatility20.7%
VaR 5th Pctl3.91%
VaR vs Median4.66%
Reward TTM
Sharpe Ratio1.47
Rel. Str. IBD72.3
Rel. Str. Peer Group63.3
Character TTM
Beta0.459
Beta Downside0.718
Hurst Exponent0.560
Drawdowns 3y
Max DD21.47%
CAGR/Max DD0.65
CAGR/Mean DD2.13

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +2.7% 15
Feb +1.2% 16
Mar +1.0% 27
Apr -1.4% 28
May -0.2% 2
Jun +0.8% 11
Jul +0.7% 12
Aug -3.8% 27
Sep +0.2% 5
Oct -1.3% 18
Nov +0.3% 5
Dec -1.1% 24

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: FENY Fidelity Energy Index

The Fidelity MSCI Energy Index ETF (FENY) is a passively managed exchange-traded fund that seeks to track the performance of the MSCI USA IMI Energy 25/50 Index, which measures the U.S. equity energy sector. The fund invests at least 80% of its assets in securities included in this underlying index, though it is not required to hold every security in the index. The fund is classified as non-diversified, meaning it may concentrate a larger portion of its assets in a smaller number of issuers compared to diversified funds.

The 25/50 designation in the index name refers to standard diversification thresholds applied to the index composition, limiting the weight of any single constituent and the combined weight of larger constituents. As a sector-specific ETF, FENY provides exposure to U.S. companies operating across the energy value chain, which generally includes businesses engaged in the exploration, production, refining, and distribution of oil, gas, and related energy products, as well as companies involved in energy equipment and services.

Headlines to Watch Out For
  • WTI crude swings on OPEC+ output decisions
  • Refining margins compress as fuel demand softens
  • Energy majors boost dividends and share buybacks
What is the price of FENY shares?

As of July 28, 2026, the stock is trading at USD 32.38 with a total of 1,572,283 shares traded. Over the past week, the price has changed by +0.68%, over one month by +8.80%, over three months by +2.44% and over the past year by +36.82%.

Current recommended Stop Loss: 31.50 (which is 2.7% or 1.5 ATR below the current price).

Is FENY a buy, sell or hold?

Fidelity Energy Index has no consensus analysts rating.