(FHEQ) Fidelity Hedged Equity - Performance 10.6% in 12m
Compare FHEQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
34.80%
#19 in Group
Rel. Strength
61.20%
#3097 in Universe
Total Return 12m
10.58%
#12 in Group
Total Return 5y
7.12%
#23 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: FHEQ (10.6%) 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: FHEQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FHEQ
| Total Return (including Dividends) | FHEQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.39% | -0.45% | -0.45% |
| 3 Months | -4.04% | -6.29% | -6.29% |
| 12 Months | 10.58% | 13.04% | 13.04% |
| 5 Years | 7.12% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | FHEQ | SPY | S&P 500 |
| 1 Month | 37.7% | 47.5% | 47.5% |
| 3 Months | -88.2% | -87.3% | -87.3% |
| 12 Months | 56.7% | 54.3% | 54.3% |
| 5 Years | 63.2% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #12 | 0.84% | 0.84% |
| 3 Month | #18 | 2.41% | 2.41% |
| 12 Month | #14 | -2.18% | -2.18% |
| 5 Years | #8 | -1.89% | -1.89% |
FAQs
Does FHEQ Fidelity Hedged Equity outperforms the market?
No,
over the last 12 months FHEQ made 10.58%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months FHEQ made -4.04%, while SPY made -6.29%.
Over the last 3 months FHEQ made -4.04%, while SPY made -6.29%.
Performance Comparison FHEQ vs Indeces and Sectors
FHEQ vs. Indices FHEQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.55% | 0.84% | 0.01% | -2.46% |
| US NASDAQ 100 | QQQ | -1.47% | -1.51% | -0.70% | -4.39% |
| US Dow Jones Industrial 30 | DIA | -0.01% | 3.24% | 0.77% | 1.31% |
| German DAX 40 | DAX | -0.19% | 0.61% | -18.1% | -14.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.10% | 3.60% | 3.71% | 5.61% |
| Hongkong Hang Seng | HSI | -0.15% | 1.91% | -0.52% | -2.35% |
| India NIFTY 50 | INDA | 1.97% | -4.49% | 0.13% | 7.68% |
| Brasil Bovespa | EWZ | 1.08% | -2.44% | -5.69% | 17.3% |
FHEQ vs. Sectors FHEQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.70% | 0.99% | -5.97% | -12.9% |
| Consumer Discretionary | XLY | -0.58% | 0.98% | -1.16% | -4.09% |
| Consumer Staples | XLP | 1.51% | 1.21% | -4.09% | -0.36% |
| Energy | XLE | 3.71% | 14.4% | 5.15% | 19.9% |
| Financial | XLF | 0.56% | 2.40% | -6.92% | -12.1% |
| Health Care | XLV | 2.15% | 5.06% | 5.17% | 11.8% |
| Industrial | XLI | -0.87% | 0.09% | -1.03% | -0.11% |
| Materials | XLB | 1.26% | 3.61% | 7.85% | 15.0% |
| Real Estate | XLRE | -0.44% | 1.49% | -0.15% | -7.78% |
| Technology | XLK | -2.11% | -2.04% | 2.96% | 0.14% |
| Utilities | XLU | 0.73% | 0.29% | -4.41% | -10.2% |
| Aerospace & Defense | XAR | -1.58% | -6.59% | -13.9% | -16.9% |
| Biotech | XBI | -0.39% | -5.16% | 15.3% | 16.0% |
| Homebuilder | XHB | 0.72% | 2.47% | 15.0% | 16.8% |
| Retail | XRT | 0.69% | 1.55% | 5.97% | 12.1% |