(FLDR) Fidelity Low Duration - Performance 5.2% in 12m
Compare FLDR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.04%
#21 in Group
Rel. Strength
49.97%
#3981 in Universe
Total Return 12m
5.21%
#20 in Group
Total Return 5y
15.94%
#21 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: FLDR (5.2%) vs TLT (0.8%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.92% | 5.29% | 25.5% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.25% | 5.19% | 19.3% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.99% | 3.66% | 36.1% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.34% | 16.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.23% | 4.83% | 13.2% | - | - | - | - | - |
Performance Comparison: FLDR vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for FLDR
| Total Return (including Dividends) | FLDR | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.24% | -2.76% | 11.72% |
| 3 Months | 0.82% | -1.93% | -6.46% |
| 12 Months | 5.21% | 0.78% | 10.48% |
| 5 Years | 15.94% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | FLDR | TLT | S&P 500 |
| 1 Month | 69.4% | 4.9% | 84% |
| 3 Months | 67.6% | -13.9% | -82.6% |
| 12 Months | 99.2% | -22% | 52.6% |
| 5 Years | 76.7% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #54 | 3.09% | -10.3% |
| 3 Month | #16 | 2.81% | 7.78% |
| 12 Month | #22 | 4.39% | -4.77% |
| 5 Years | #15 | 92.8% | -45.0% |
FAQs
Does FLDR Fidelity Low Duration outperforms the market?
Yes,
over the last 12 months FLDR made 5.21%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months FLDR made 0.82%, while TLT made -1.93%.
Over the last 3 months FLDR made 0.82%, while TLT made -1.93%.
Performance Comparison FLDR vs Indeces and Sectors
FLDR vs. Indices FLDR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.46% | -11.5% | 3.71% | -5.27% |
| US NASDAQ 100 | QQQ | -3.02% | -14.5% | 3.02% | -5.84% |
| US Dow Jones Industrial 30 | DIA | -2.64% | -8.43% | 3.67% | -2.64% |
| German DAX 40 | DAX | -4.90% | -17.5% | -18.9% | -22.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.05% | -12.2% | 9.08% | -0.40% |
| Hongkong Hang Seng | HSI | -4.13% | -13.3% | 3.15% | -4.03% |
| India NIFTY 50 | INDA | -2.09% | -10.3% | 2.12% | 0.74% |
| Brasil Bovespa | EWZ | 1.68% | -11.3% | 2.56% | 15.9% |
FLDR vs. Sectors FLDR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.25% | -11.6% | -3.41% | -16.3% |
| Consumer Discretionary | XLY | -0.98% | -10.1% | 3.39% | -6.61% |
| Consumer Staples | XLP | -1.30% | -4.84% | -0.01% | -4.92% |
| Energy | XLE | 2.82% | -2.64% | 11.3% | 16.1% |
| Financial | XLF | -2.80% | -11.9% | -4.63% | -17.0% |
| Health Care | XLV | 0.17% | -2.49% | 7.83% | 5.94% |
| Industrial | XLI | -4.19% | -14.5% | 2.31% | -4.98% |
| Materials | XLB | -2.01% | -9.77% | 11.2% | 9.80% |
| Real Estate | XLRE | -2.86% | -9.91% | 4.81% | -11.8% |
| Technology | XLK | -3.68% | -17.2% | 6.77% | -0.66% |
| Utilities | XLU | -1.25% | -8.15% | -1.04% | -14.0% |
| Aerospace & Defense | XAR | -3.91% | -20.8% | -10.8% | -20.4% |
| Biotech | XBI | -1.73% | -13.0% | 19.9% | 13.8% |
| Homebuilder | XHB | -3.17% | -7.09% | 20.2% | 14.2% |
| Retail | XRT | -2.43% | -8.59% | 10.3% | 9.12% |