(FFSM) Fidelity Small-Mid - Performance 11.7% in 12m
FFSM performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
29.24%
#71 in Peer-Group
Rel. Strength
55.03%
#3463 in Stock-Universe
Total Return 12m
11.65%
#55 in Peer-Group
Total Return 5y
39.76%
#60 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 29.34 USD |
| 52 Week Low | 22.07 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 96.23 |
| Buy/Sell Signal +-5 | 1.07 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FFSM (11.7%) vs SPY (14.8%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
2.14% | 16.1% | 78.8% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
1.97% | 15.6% | 83.3% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
11.1% | 18.5% | 161% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
3.46% | 13.7% | 89.8% | - | - | - | - | - |
| XMMO NYSE ARCA Invesco S&P MidCap Momentum |
4.08% | 15.8% | 126% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 16.1% | 87.5% | - | - | - | - | - |
| IMCB NYSE ARCA iShares Morningstar Mid-Cap |
4.37% | 17.6% | 86.3% | - | - | - | - | - |
| VFMO BATS Vanguard U.S. Momentum |
4.91% | 16.3% | 108% | - | - | - | - | - |
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 | 5.47% | 5.22% | 5.22% |
| 3 Months | 15.71% | 16.86% | 16.86% |
| 12 Months | 11.65% | 14.81% | 14.81% |
| 5 Years | 39.76% | 111.83% | 111.83% |
| Trend Score (consistency of price movement) | FFSM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 70.6% | 81% | 81% |
| 3 Months | 86.9% | 96.9% | 96.9% |
| 12 Months | -14.3% | 44.9% | 44.9% |
| 5 Years | 56.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th84.15 | 0.24% | 0.24% |
| 3 Month | %th74.39 | -0.99% | -0.99% |
| 12 Month | %th31.71 | -2.76% | -2.76% |
| 5 Years | %th19.51 | -18.97% | -18.97% |
FAQs
Does Fidelity Small-Mid (FFSM) outperform the market?
No,
over the last 12 months FFSM made 11.65%, while its related Sector, the SPDR SP500 Trust (SPY) made 14.81%.
Over the last 3 months FFSM made 15.71%, while SPY made 16.86%.
Performance Comparison FFSM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FFSM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | 0.3% | -4.4% | -3% |
| US NASDAQ 100 | QQQ | 0.8% | -0.1% | -5.7% | -2% |
| German DAX 40 | DAX | 1.4% | 6.1% | -17.9% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.1% | 1.3% | -7.3% | -7% |
| Hongkong Hang Seng | HSI | 1.3% | -0.9% | -22.8% | -24% |
| India NIFTY 50 | INDA | 2.4% | 2.1% | -2.7% | 12% |
| Brasil Bovespa | EWZ | -1.6% | -2.8% | -31.1% | 0% |
FFSM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.1% | -1.1% | -9.1% | -15% |
| Consumer Discretionary | XLY | -0.3% | 2.6% | 3.5% | -7% |
| Consumer Staples | XLP | 0.1% | 5.5% | -4.3% | 1% |
| Energy | XLE | 1.1% | 0.5% | 0.8% | 13% |
| Financial | XLF | -0.1% | 1% | -8.4% | -18% |
| Health Care | XLV | 1.6% | 3.1% | 3.5% | 15% |
| Industrial | XLI | -0.2% | 1.2% | -11.4% | -13% |
| Materials | XLB | -1.5% | 0.8% | -9% | 5% |
| Real Estate | XLRE | 0.6% | 4.2% | -2.1% | -2% |
| Technology | XLK | 0.2% | -3.4% | -7.5% | 0% |
| Utilities | XLU | 1.8% | 5.5% | -5.8% | -11% |
| Aerospace & Defense | XAR | 1.6% | -2.2% | -21.6% | -38% |
| Biotech | XBI | 0.7% | 1.9% | 9.6% | 18% |
| Homebuilder | XHB | -2.5% | -3.1% | 3.5% | 7% |
| Retail | XRT | -2.6% | 1.2% | 0.2% | 0% |
FFSM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.4% | -2.11% | 5.38% | 19% |
| Natural Gas | UNG | 5.2% | 15.6% | 4.1% | 18% |
| Gold | GLD | 2.5% | 6% | -24.3% | -29% |
| Silver | SLV | 2.1% | -1.1% | -22.3% | -9% |
| Copper | CPER | 1.9% | 0.5% | -23% | -2% |
FFSM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 3.3% | 2.8% | 0.1% | 13% |
| iShares High Yield Corp. Bond | HYG | 2.1% | 3.7% | -2.9% | 1% |