(FBUF) Fidelity Dynamic - Performance 9.3% in 12m
Compare FBUF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.03%
#18 in Group
Rel. Strength
59.01%
#3272 in Universe
Total Return 12m
9.25%
#15 in Group
Total Return 5y
6.69%
#24 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: FBUF (9.3%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Hedged
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| HTUS NYSE ARCA Capitol Series Trust |
0.73% | 13% | 142% | - | - | - | - | - |
| NUSI NYSE ARCA NEOS Trust |
0.27% | 130% | 174% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
0.27% | 130% | 174% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
-0.21% | 11.6% | 70.3% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
1.77% | 8.85% | 51% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.84% | 11.3% | 36.8% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
0.42% | 11.9% | 26.9% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.61% | 6.35% | 15.1% | - | - | - | - | - |
Performance Comparison: FBUF vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FBUF
| Total Return (including Dividends) | FBUF | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.76% | -0.45% | -0.45% |
| 3 Months | -4.22% | -6.29% | -6.29% |
| 12 Months | 9.25% | 13.04% | 13.04% |
| 5 Years | 6.69% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | FBUF | SPY | S&P 500 |
| 1 Month | 44.7% | 47.5% | 47.5% |
| 3 Months | -87.6% | -87.3% | -87.3% |
| 12 Months | 67.4% | 54.3% | 54.3% |
| 5 Years | 72.2% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #19 | -0.32% | -0.32% |
| 3 Month | #20 | 2.21% | 2.21% |
| 12 Month | #19 | -3.35% | -3.35% |
| 5 Years | #10 | -2.28% | -2.28% |
FAQs
Does FBUF Fidelity Dynamic outperforms the market?
No,
over the last 12 months FBUF made 9.25%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months FBUF made -4.22%, while SPY made -6.29%.
Over the last 3 months FBUF made -4.22%, while SPY made -6.29%.
Performance Comparison FBUF vs Indeces and Sectors
FBUF vs. Indices FBUF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.06% | -0.31% | 0.96% | -3.79% |
| US NASDAQ 100 | QQQ | -1.98% | -2.66% | 0.25% | -5.72% |
| US Dow Jones Industrial 30 | DIA | -0.52% | 2.09% | 1.72% | -0.02% |
| German DAX 40 | DAX | -0.70% | -0.54% | -17.1% | -15.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.59% | 2.45% | 4.66% | 4.28% |
| Hongkong Hang Seng | HSI | -0.66% | 0.76% | 0.43% | -3.68% |
| India NIFTY 50 | INDA | 1.46% | -5.64% | 1.08% | 6.35% |
| Brasil Bovespa | EWZ | 0.57% | -3.59% | -4.74% | 16.0% |
FBUF vs. Sectors FBUF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.21% | -0.16% | -5.02% | -14.2% |
| Consumer Discretionary | XLY | -1.09% | -0.17% | -0.21% | -5.42% |
| Consumer Staples | XLP | 1.0% | 0.06% | -3.14% | -1.69% |
| Energy | XLE | 3.20% | 13.3% | 6.10% | 18.6% |
| Financial | XLF | 0.05% | 1.25% | -5.97% | -13.4% |
| Health Care | XLV | 1.64% | 3.91% | 6.12% | 10.5% |
| Industrial | XLI | -1.38% | -1.06% | -0.08% | -1.44% |
| Materials | XLB | 0.75% | 2.46% | 8.80% | 13.7% |
| Real Estate | XLRE | -0.95% | 0.34% | 0.80% | -9.11% |
| Technology | XLK | -2.62% | -3.19% | 3.91% | -1.19% |
| Utilities | XLU | 0.22% | -0.86% | -3.46% | -11.5% |
| Aerospace & Defense | XAR | -2.09% | -7.74% | -12.9% | -18.2% |
| Biotech | XBI | -0.90% | -6.31% | 16.3% | 14.6% |
| Homebuilder | XHB | 0.21% | 1.32% | 15.9% | 15.4% |
| Retail | XRT | 0.18% | 0.40% | 6.92% | 10.8% |