(FFSM) Fidelity Small-Mid - Performance 0.3% in 12m
Compare FFSM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
28.36%
#64 in Group
Rel. Strength
45.26%
#4356 in Universe
Total Return 12m
0.33%
#52 in Group
Total Return 5y
28.80%
#59 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: FFSM (0.3%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: FFSM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FFSM
| Total Return (including Dividends) | FFSM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 6.02% | 2.87% | 2.87% |
| 3 Months | -8.05% | -6.42% | -6.42% |
| 12 Months | 0.33% | 9.87% | 9.87% |
| 5 Years | 28.80% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | FFSM | SPY | S&P 500 |
| 1 Month | 93.0% | 89.4% | 89.4% |
| 3 Months | -68.3% | -72% | -72% |
| 12 Months | 8.10% | 49.3% | 49.3% |
| 5 Years | 52.1% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #38 | 3.07% | 3.07% |
| 3 Month | #57 | -1.74% | -1.74% |
| 12 Month | #53 | -8.69% | -8.69% |
| 5 Years | #61 | -17.0% | -17.0% |
FAQs
Does FFSM Fidelity Small-Mid outperforms the market?
No,
over the last 12 months FFSM made 0.33%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months FFSM made -8.05%, while SPY made -6.42%.
Over the last 3 months FFSM made -8.05%, while SPY made -6.42%.
Performance Comparison FFSM vs Indeces and Sectors
FFSM vs. Indices FFSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.45% | 3.15% | -6.84% | -9.54% |
| US NASDAQ 100 | QQQ | 1.20% | 1.31% | -7.25% | -11.0% |
| US Dow Jones Industrial 30 | DIA | 1.17% | 4.41% | -5.81% | -6.04% |
| German DAX 40 | DAX | -0.67% | -13.3% | -32.4% | -24.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.79% | -0.25% | -6.07% | -5.30% |
| Hongkong Hang Seng | HSI | -2.07% | -10.2% | -16.3% | -11.8% |
| India NIFTY 50 | INDA | 3.84% | 3.74% | -8.74% | -2.0% |
| Brasil Bovespa | EWZ | -0.60% | -5.51% | -16.1% | 6.81% |
FFSM vs. Sectors FFSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.27% | 2.35% | -13.0% | -20.0% |
| Consumer Discretionary | XLY | 0.53% | 2.51% | -4.65% | -13.7% |
| Consumer Staples | XLP | 1.82% | 4.00% | -13.8% | -7.23% |
| Energy | XLE | 0.47% | 5.94% | -0.84% | 10.1% |
| Financial | XLF | 0.82% | 0.45% | -12.7% | -21.2% |
| Health Care | XLV | 5.24% | 10.4% | -1.61% | 6.25% |
| Industrial | XLI | -0.12% | -1.36% | -7.82% | -9.66% |
| Materials | XLB | 1.46% | 1.31% | -2.79% | 6.36% |
| Real Estate | XLRE | 1.78% | -0.10% | -9.22% | -13.1% |
| Technology | XLK | 0.56% | -0.72% | -4.57% | -6.67% |
| Utilities | XLU | 0.41% | 0.40% | -14.6% | -15.6% |
| Aerospace & Defense | XAR | 0.94% | -3.32% | -16.1% | -24.8% |
| Biotech | XBI | 9.53% | 4.00% | 14.2% | 14.4% |
| Homebuilder | XHB | 1.89% | 2.95% | 6.79% | 10.1% |
| Retail | XRT | 1.30% | 2.43% | -0.55% | 4.65% |