(FIDI) Fidelity - Performance 15.8% in 12m
Compare FIDI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.17%
#22 in Group
Rel. Strength
70.55%
#2351 in Universe
Total Return 12m
15.79%
#24 in Group
Total Return 5y
88.31%
#19 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: FIDI (15.8%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign 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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-1.02% | 14.5% | 105% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
3.02% | 15.7% | 95.6% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
2.74% | 17% | 102% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
2.94% | 17.1% | 108% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
3.43% | 19.3% | 104% | - | - | - | - | - |
| PID NASDAQ Invesco International |
3.41% | 15% | 99.3% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
3.39% | 19.8% | 87.4% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
2.85% | 16.3% | 99% | - | - | - | - | - |
Performance Comparison: FIDI vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FIDI
| Total Return (including Dividends) | FIDI | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 4.95% | -3.18% | -0.87% |
| 3 Months | 12.16% | -8.41% | -7.58% |
| 12 Months | 15.79% | 9.20% | 11.88% |
| 5 Years | 88.31% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | FIDI | DIA | S&P 500 |
| 1 Month | 73.0% | -2.7% | 23% |
| 3 Months | 60.6% | -91.1% | -88.5% |
| 12 Months | 35.2% | 61.2% | 55.1% |
| 5 Years | 82.4% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #8 | 8.39% | 5.87% |
| 3 Month | #8 | 22.5% | 21.4% |
| 12 Month | #25 | 6.03% | 3.50% |
| 5 Years | #25 | 0.37% | -10.5% |
FAQs
Does FIDI Fidelity outperforms the market?
Yes,
over the last 12 months FIDI made 15.79%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months FIDI made 12.16%, while DIA made -8.41%.
Over the last 3 months FIDI made 12.16%, while DIA made -8.41%.
Performance Comparison FIDI vs Indeces and Sectors
FIDI vs. Indices FIDI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.94% | 5.82% | 13.5% | 3.91% |
| US NASDAQ 100 | QQQ | -1.97% | 3.55% | 13.1% | 3.12% |
| US Dow Jones Industrial 30 | DIA | - | 8.13% | 13.6% | 6.59% |
| German DAX 40 | DAX | 0.29% | 3.63% | -6.02% | -8.89% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.02% | 7.77% | 16.5% | 9.83% |
| Hongkong Hang Seng | HSI | 0.05% | 4.89% | 11.6% | 1.90% |
| India NIFTY 50 | INDA | 1.90% | 0.89% | 13.2% | 12.7% |
| Brasil Bovespa | EWZ | -0.14% | 0.35% | 9.80% | 21.6% |
FIDI vs. Sectors FIDI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.19% | 6.0% | 7.37% | -8.17% |
| Consumer Discretionary | XLY | -1.02% | 5.05% | 11.0% | 2.47% |
| Consumer Staples | XLP | 2.56% | 4.75% | 8.19% | 4.59% |
| Energy | XLE | 3.54% | 18.8% | 19.3% | 26.9% |
| Financial | XLF | 0.45% | 7.06% | 5.90% | -6.90% |
| Health Care | XLV | -0.86% | 8.74% | 15.2% | 14.1% |
| Industrial | XLI | -1.36% | 4.84% | 12.8% | 6.20% |
| Materials | XLB | -0.33% | 7.38% | 20.9% | 19.3% |
| Real Estate | XLRE | 0.58% | 6.26% | 14.4% | -2.30% |
| Technology | XLK | -3.39% | 3.26% | 16.8% | 8.06% |
| Utilities | XLU | 1.90% | 4.89% | 11.4% | -6.04% |
| Aerospace & Defense | XAR | -1.89% | -1.44% | -0.03% | -10.8% |
| Biotech | XBI | -2.24% | 2.67% | 26.1% | 17.6% |
| Homebuilder | XHB | -0.25% | 7.22% | 28.3% | 22.8% |
| Retail | XRT | 0.63% | 5.51% | 19.1% | 18.5% |