(FDVV) Fidelity High - Performance 12% in 12m
Compare FDVV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.95%
#6 in Group
Rel. Strength
65.04%
#2791 in Universe
Total Return 12m
12.04%
#26 in Group
Total Return 5y
125.28%
#5 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: FDVV (12%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: FDVV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FDVV
| Total Return (including Dividends) | FDVV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -3.27% | -3.18% | -0.87% |
| 3 Months | -4.19% | -8.41% | -7.58% |
| 12 Months | 12.04% | 9.20% | 11.88% |
| 5 Years | 125.28% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | FDVV | DIA | S&P 500 |
| 1 Month | 24.5% | -2.7% | 23% |
| 3 Months | -82.6% | -91.1% | -88.5% |
| 12 Months | 58.7% | 61.2% | 55.1% |
| 5 Years | 94.3% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #70 | -0.09% | -2.42% |
| 3 Month | #38 | 4.61% | 3.67% |
| 12 Month | #28 | 2.60% | 0.15% |
| 5 Years | #5 | 20.1% | 7.11% |
FAQs
Does FDVV Fidelity High outperforms the market?
Yes,
over the last 12 months FDVV made 12.04%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months FDVV made -4.19%, while DIA made -8.41%.
Over the last 3 months FDVV made -4.19%, while DIA made -8.41%.
Performance Comparison FDVV vs Indeces and Sectors
FDVV vs. Indices FDVV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.62% | -2.40% | -1.11% | 0.16% |
| US NASDAQ 100 | QQQ | -2.65% | -4.67% | -1.54% | -0.63% |
| US Dow Jones Industrial 30 | DIA | -0.68% | -0.09% | -1.02% | 2.84% |
| German DAX 40 | DAX | -0.39% | -4.59% | -20.6% | -12.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.34% | -0.45% | 1.88% | 6.08% |
| Hongkong Hang Seng | HSI | -0.63% | -3.33% | -3.03% | -1.85% |
| India NIFTY 50 | INDA | 1.22% | -7.33% | -1.40% | 8.97% |
| Brasil Bovespa | EWZ | -0.82% | -7.87% | -4.81% | 17.9% |
FDVV vs. Sectors FDVV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.87% | -2.22% | -7.24% | -11.9% |
| Consumer Discretionary | XLY | -1.70% | -3.17% | -3.62% | -1.28% |
| Consumer Staples | XLP | 1.88% | -3.47% | -6.42% | 0.84% |
| Energy | XLE | 2.86% | 10.6% | 4.68% | 23.1% |
| Financial | XLF | -0.23% | -1.16% | -8.71% | -10.7% |
| Health Care | XLV | -1.54% | 0.52% | 0.58% | 10.3% |
| Industrial | XLI | -2.04% | -3.38% | -1.82% | 2.45% |
| Materials | XLB | -1.01% | -0.84% | 6.30% | 15.6% |
| Real Estate | XLRE | -0.10% | -1.96% | -0.22% | -6.05% |
| Technology | XLK | -4.07% | -4.96% | 2.23% | 4.31% |
| Utilities | XLU | 1.22% | -3.33% | -3.23% | -9.79% |
| Aerospace & Defense | XAR | -2.57% | -9.66% | -14.6% | -14.5% |
| Biotech | XBI | -2.92% | -5.55% | 11.5% | 13.9% |
| Homebuilder | XHB | -0.93% | -1.0% | 13.7% | 19.1% |
| Retail | XRT | -0.05% | -2.71% | 4.46% | 14.8% |