Free Fidelity IRA ETF Backtester | Test ETF Rotation Strategies

Investment Parameters

Initial Investment Amount ($)

Start Date

End Date

Note: Fund prices use a 0 placeholder before their inception date. Some ETFs launched after 2004 (e.g., VXF 2004, VXUS 2011, AOR 2008). Earlier dates show 0 for funds not yet available.

Performance Metrics

Annualized CAGR measures strategy performance annualized over the calendar period. This is the industry standard for comparing investment strategies.

Strategy	Annualized CAGR %	Final Value	Total Return %	Max Drawdown %	Volatility %

Annualized CAGR = Compound annual growth rate over calendar period | Total Return = (Final Value - Total Invested) / Total Invested
Max Drawdown = Largest peak-to-trough decline | Volatility = Annualized standard deviation of returns

Fidelity IRA ETF Strategy Backtester

Investment Parameters

Strategy & Benchmark Selection

ETF Benchmarks

Performance Metrics

Portfolio Value Over Time

Final Portfolio Value Comparison

Fidelity IRA ETF Strategy Backtester

Investment Parameters

Strategy & Benchmark Selection

ETF Benchmarks

Performance Metrics

Portfolio Value Over Time

Final Portfolio Value Comparison

Chart

Create Custom Strategy

Year by Year Comparison