(FIDI) Fidelity - Performance 15.3% in 12m
FIDI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
66.49%
#22 in Peer-Group
Rel. Strength
65.71%
#2560 in Stock-Universe
Total Return 12m
15.31%
#36 in Peer-Group
Total Return 5y
71.05%
#23 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 23.70 USD |
| 52 Week Low | 19.04 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 10.09 |
| Buy/Sell Signal +-5 | -2.32 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FIDI (15.3%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
-0.81% | 15.1% | 95.1% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
-0.58% | 17.2% | 84.4% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
-0.44% | 21.5% | 93.4% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
-1.42% | 17.3% | 85.5% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
-0.75% | 21% | 86.3% | - | - | - | - | - |
| PID NASDAQ Invesco International |
0.44% | 18.6% | 93.4% | - | - | - | - | - |
| PXF NYSE ARCA Invesco FTSE RAFI Developed |
0.7% | 18.5% | 89% | - | - | - | - | - |
| DTH NYSE ARCA WisdomTree International |
0.77% | 21.9% | 75.2% | - | - | - | - | - |
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 | -2.71% | -1.22% | 0.24% |
| 3 Months | 3.40% | 0.71% | 5.41% |
| 12 Months | 15.31% | 9.24% | 10.03% |
| 5 Years | 71.05% | 76.89% | 104.87% |
| Trend Score (consistency of price movement) | FIDI | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 44% | 44.5% | 78.8% |
| 3 Months | 90% | 56.9% | 79.5% |
| 12 Months | 60% | 39.4% | 43% |
| 5 Years | 82.5% | 86.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #47 | -1.51% | -2.94% |
| 3 Month | #39 | 2.68% | -1.90% |
| 12 Month | #35 | 5.56% | 4.80% |
| 5 Years | #29 | -3.30% | -16.51% |
FAQs
Does Fidelity (FIDI) outperform the market?
Yes,
over the last 12 months FIDI made 15.31%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.24%.
Over the last 3 months FIDI made 3.40%, while DIA made 0.71%.
Performance Comparison FIDI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FIDI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.4% | -3% | 17.7% | 5% |
| US NASDAQ 100 | QQQ | -3.9% | -4% | 16.7% | 5% |
| German DAX 40 | DAX | -3.2% | 0.2% | 1.7% | -12% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.7% | -1.6% | 18.7% | 2% |
| Hongkong Hang Seng | HSI | -2.2% | -4.8% | 1.3% | -11% |
| India NIFTY 50 | INDA | -3.6% | -2.4% | 17.6% | 17% |
| Brasil Bovespa | EWZ | -4% | -2.8% | -3.5% | 7% |
FIDI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.1% | -3.9% | 13% | -8% |
| Consumer Discretionary | XLY | -3.4% | -0.2% | 26.1% | -2% |
| Consumer Staples | XLP | -3.9% | -0.8% | 15.9% | 8% |
| Energy | XLE | -4.9% | -9.2% | 11.1% | 14% |
| Financial | XLF | -4.7% | -0.8% | 13.9% | -8% |
| Health Care | XLV | -1.3% | -1.2% | 21.7% | 23% |
| Industrial | XLI | -3.7% | -1.8% | 11.3% | -2% |
| Materials | XLB | -2.8% | -1.9% | 16.6% | 17% |
| Real Estate | XLRE | -3.7% | -2.6% | 14.2% | 3% |
| Technology | XLK | -4.4% | -5.7% | 16.3% | 9% |
| Utilities | XLU | -3.1% | -0.3% | 11.2% | -4% |
| Aerospace & Defense | XAR | -4.3% | -8% | -1.4% | -27% |
| Biotech | XBI | -2.4% | -3.9% | 28.3% | 24% |
| Homebuilder | XHB | -4.5% | 1.2% | 28.7% | 23% |
| Retail | XRT | -6.1% | -3.3% | 22.8% | 12% |
FIDI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7.5% | -23.8% | 4.83% | 11% |
| Natural Gas | UNG | -11.8% | -6.7% | 7.3% | 23% |
| Gold | GLD | -1.9% | -4.9% | -9.6% | -27% |
| Silver | SLV | -3.1% | -11.3% | -3% | -2% |
| Copper | CPER | -5.6% | -6.3% | 0.3% | 7% |
FIDI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.1% | -4.3% | 18.9% | 19% |
| iShares High Yield Corp. Bond | HYG | -4.4% | -3.8% | 14.5% | 6% |