(FDIS) Fidelity MSCI - Performance 9.2% in 12m
Compare FDIS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.85%
#9 in Group
Rel. Strength
59.52%
#3231 in Universe
Total Return 12m
9.17%
#11 in Group
Total Return 5y
98.14%
#9 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: FDIS (9.2%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Consumer Cyclical
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 |
|---|---|---|---|---|---|---|---|---|
| XHB NYSE ARCA SPDR S&P Homebuilders |
-2.27% | -7.03% | 178% | - | - | - | - | - |
| IYC NYSE ARCA iShares US Consumer |
1.39% | 15.9% | 84.8% | - | - | - | - | - |
| ITB BATS iShares U.S. Home |
-3.28% | -10.5% | 164% | - | - | - | - | - |
| RSPD NYSE ARCA Invesco SP500 Equal Weight |
-2% | 4.2% | 95.5% | - | - | - | - | - |
| VCR NYSE ARCA Vanguard Consumer |
0.02% | 9.12% | 101% | - | - | - | - | - |
| FDIS NYSE ARCA Fidelity MSCI Consumer |
0.01% | 9.17% | 98.1% | - | - | - | - | - |
| XLY NYSE ARCA Consumer Discretionary |
-0.1% | 13.3% | 82% | - | - | - | - | - |
| PEJ NYSE ARCA Invesco Dynamic Leisure |
-1.32% | 8.71% | 89.8% | - | - | - | - | - |
Performance Comparison: FDIS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FDIS
| Total Return (including Dividends) | FDIS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.01% | -0.87% | -0.87% |
| 3 Months | -16.34% | -7.58% | -7.58% |
| 12 Months | 9.17% | 11.88% | 11.88% |
| 5 Years | 98.14% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | FDIS | SPY | S&P 500 |
| 1 Month | 18.4% | 23% | 23% |
| 3 Months | -85.6% | -88.5% | -88.5% |
| 12 Months | 56.8% | 55.1% | 55.1% |
| 5 Years | 53.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #10 | 0.89% | 0.89% |
| 3 Month | #22 | -9.48% | -9.48% |
| 12 Month | #12 | -2.42% | -2.42% |
| 5 Years | #6 | -5.80% | -5.80% |
FAQs
Does FDIS Fidelity MSCI outperforms the market?
No,
over the last 12 months FDIS made 9.17%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months FDIS made -16.34%, while SPY made -7.58%.
Over the last 3 months FDIS made -16.34%, while SPY made -7.58%.
Performance Comparison FDIS vs Indeces and Sectors
FDIS vs. Indices FDIS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.17% | 0.88% | -0.15% | -2.71% |
| US NASDAQ 100 | QQQ | -1.20% | -1.39% | -0.58% | -3.50% |
| US Dow Jones Industrial 30 | DIA | 0.77% | 3.19% | -0.06% | -0.03% |
| German DAX 40 | DAX | 1.06% | -1.31% | -19.7% | -15.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.79% | 2.83% | 2.84% | 3.21% |
| Hongkong Hang Seng | HSI | 0.82% | -0.05% | -2.07% | -4.72% |
| India NIFTY 50 | INDA | 2.67% | -4.05% | -0.44% | 6.10% |
| Brasil Bovespa | EWZ | 0.63% | -4.59% | -3.85% | 15.0% |
FDIS vs. Sectors FDIS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.42% | 1.06% | -6.28% | -14.8% |
| Consumer Discretionary | XLY | -0.25% | 0.11% | -2.66% | -4.15% |
| Consumer Staples | XLP | 3.33% | -0.19% | -5.46% | -2.03% |
| Energy | XLE | 4.31% | 13.9% | 5.64% | 20.3% |
| Financial | XLF | 1.22% | 2.12% | -7.75% | -13.5% |
| Health Care | XLV | -0.09% | 3.80% | 1.54% | 7.45% |
| Industrial | XLI | -0.59% | -0.10% | -0.86% | -0.42% |
| Materials | XLB | 0.44% | 2.44% | 7.26% | 12.7% |
| Real Estate | XLRE | 1.35% | 1.32% | 0.74% | -8.92% |
| Technology | XLK | -2.62% | -1.68% | 3.19% | 1.44% |
| Utilities | XLU | 2.67% | -0.05% | -2.27% | -12.7% |
| Aerospace & Defense | XAR | -1.12% | -6.38% | -13.7% | -17.4% |
| Biotech | XBI | -1.47% | -2.27% | 12.5% | 11.0% |
| Homebuilder | XHB | 0.52% | 2.28% | 14.7% | 16.2% |
| Retail | XRT | 1.40% | 0.57% | 5.42% | 11.9% |