(FIVA) Fidelity - Performance 14.7% in 12m
FIVA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
66.98%
#22 in Peer-Group
Rel. Strength
65.01%
#2612 in Stock-Universe
Total Return 12m
14.68%
#39 in Peer-Group
Total Return 5y
76.85%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 29.55 USD |
| 52 Week Low | 23.66 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 13.34 |
| Buy/Sell Signal +-5 | -2.27 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FIVA (14.7%) 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: FIVA vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FIVA
| Total Return (including Dividends) | FIVA | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -1.91% | -1.22% | 0.24% |
| 3 Months | 3.08% | 0.71% | 5.41% |
| 12 Months | 14.68% | 9.24% | 10.03% |
| 5 Years | 76.85% | 76.89% | 104.87% |
| Trend Score (consistency of price movement) | FIVA | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 42% | 44.5% | 78.8% |
| 3 Months | 89.6% | 56.9% | 79.5% |
| 12 Months | 58.2% | 39.4% | 43% |
| 5 Years | 82.8% | 86.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #40 | -0.69% | -2.14% |
| 3 Month | #40 | 2.35% | -2.21% |
| 12 Month | #40 | 4.98% | 4.23% |
| 5 Years | #23 | -0.03% | -13.68% |
FAQs
Does Fidelity (FIVA) outperform the market?
Yes,
over the last 12 months FIVA made 14.68%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.24%.
Over the last 3 months FIVA made 3.08%, while DIA made 0.71%.
Performance Comparison FIVA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FIVA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.8% | -2.2% | 17.4% | 5% |
| US NASDAQ 100 | QQQ | -3.3% | -3.2% | 16.4% | 5% |
| German DAX 40 | DAX | -2.6% | 1% | 1.4% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.1% | -0.8% | 18.4% | 1% |
| Hongkong Hang Seng | HSI | -1.6% | -4% | 1% | -11% |
| India NIFTY 50 | INDA | -3% | -1.6% | 17.4% | 16% |
| Brasil Bovespa | EWZ | -3.4% | -2% | -3.8% | 6% |
FIVA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.5% | -3.1% | 12.7% | -9% |
| Consumer Discretionary | XLY | -2.8% | 0.6% | 25.8% | -3% |
| Consumer Staples | XLP | -3.4% | 0% | 15.6% | 8% |
| Energy | XLE | -4.3% | -8.4% | 10.8% | 13% |
| Financial | XLF | -4.1% | 0% | 13.6% | -9% |
| Health Care | XLV | -0.7% | -0.4% | 21.4% | 23% |
| Industrial | XLI | -3.1% | -1% | 11% | -3% |
| Materials | XLB | -2.2% | -1.1% | 16.3% | 16% |
| Real Estate | XLRE | -3.1% | -1.8% | 14% | 2% |
| Technology | XLK | -3.9% | -4.9% | 16% | 9% |
| Utilities | XLU | -2.5% | 0.5% | 10.9% | -5% |
| Aerospace & Defense | XAR | -3.7% | -7.2% | -1.7% | -28% |
| Biotech | XBI | -1.8% | -3.1% | 28% | 23% |
| Homebuilder | XHB | -3.9% | 2% | 28.4% | 22% |
| Retail | XRT | -5.5% | -2.5% | 22.5% | 11% |
FIVA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.9% | -23.0% | 4.55% | 10% |
| Natural Gas | UNG | -11.2% | -5.9% | 7% | 22% |
| Gold | GLD | -1.3% | -4.1% | -9.8% | -27% |
| Silver | SLV | -2.5% | -10.5% | -3.3% | -2% |
| Copper | CPER | -5% | -5.5% | 0% | 7% |
FIVA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.5% | -3.5% | 18.6% | 19% |
| iShares High Yield Corp. Bond | HYG | -3.8% | -3% | 14.3% | 5% |