(FLDB) Fidelity Low Duration - Performance 5.4% in 12m
Compare FLDB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
49.39%
#40 in Group
Rel. Strength
49.80%
#3995 in Universe
Total Return 12m
5.39%
#24 in Group
Total Return 5y
6.42%
#60 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: FLDB (5.4%) 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: FLDB vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for FLDB
| Total Return (including Dividends) | FLDB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.35% | -2.76% | 11.72% |
| 3 Months | 1.09% | -1.93% | -6.46% |
| 12 Months | 5.39% | 0.78% | 10.48% |
| 5 Years | 6.42% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | FLDB | TLT | S&P 500 |
| 1 Month | 66.8% | 4.9% | 84% |
| 3 Months | 96.2% | -13.9% | -82.6% |
| 12 Months | 99.9% | -22% | 52.6% |
| 5 Years | 99.9% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #27 | 3.20% | -10.2% |
| 3 Month | #47 | 3.08% | 8.07% |
| 12 Month | #26 | 4.58% | -4.60% |
| 5 Years | #60 | 8.48% | -5.94% |
FAQs
Does FLDB Fidelity Low Duration outperforms the market?
Yes,
over the last 12 months FLDB made 5.39%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months FLDB made 1.09%, while TLT made -1.93%.
Over the last 3 months FLDB made 1.09%, while TLT made -1.93%.
Performance Comparison FLDB vs Indeces and Sectors
FLDB vs. Indices FLDB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.29% | -11.4% | 3.92% | -5.09% |
| US NASDAQ 100 | QQQ | -2.85% | -14.3% | 3.23% | -5.66% |
| US Dow Jones Industrial 30 | DIA | -2.47% | -8.32% | 3.88% | -2.46% |
| German DAX 40 | DAX | -4.73% | -17.3% | -18.7% | -22.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.88% | -12.1% | 9.29% | -0.22% |
| Hongkong Hang Seng | HSI | -3.96% | -13.2% | 3.36% | -3.85% |
| India NIFTY 50 | INDA | -1.92% | -10.2% | 2.33% | 0.92% |
| Brasil Bovespa | EWZ | 1.85% | -11.2% | 2.77% | 16.1% |
FLDB vs. Sectors FLDB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.08% | -11.4% | -3.20% | -16.1% |
| Consumer Discretionary | XLY | -0.81% | -9.98% | 3.60% | -6.43% |
| Consumer Staples | XLP | -1.13% | -4.73% | 0.20% | -4.74% |
| Energy | XLE | 2.99% | -2.53% | 11.5% | 16.3% |
| Financial | XLF | -2.63% | -11.8% | -4.42% | -16.9% |
| Health Care | XLV | 0.34% | -2.38% | 8.04% | 6.12% |
| Industrial | XLI | -4.02% | -14.4% | 2.52% | -4.80% |
| Materials | XLB | -1.84% | -9.66% | 11.4% | 9.98% |
| Real Estate | XLRE | -2.69% | -9.80% | 5.02% | -11.6% |
| Technology | XLK | -3.51% | -17.1% | 6.98% | -0.48% |
| Utilities | XLU | -1.08% | -8.04% | -0.83% | -13.8% |
| Aerospace & Defense | XAR | -3.74% | -20.7% | -10.6% | -20.2% |
| Biotech | XBI | -1.56% | -12.9% | 20.1% | 14.0% |
| Homebuilder | XHB | -3.0% | -6.98% | 20.4% | 14.3% |
| Retail | XRT | -2.26% | -8.48% | 10.5% | 9.30% |