(FNCL) Fidelity MSCI - Performance 21.8% in 12m
Compare FNCL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.87%
#12 in Group
Rel. Strength
76.81%
#1851 in Universe
Total Return 12m
21.82%
#11 in Group
Total Return 5y
143.24%
#14 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: FNCL (21.8%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-5.23% | 18.2% | 190% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-4.98% | 16.6% | 163% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-6.74% | 17.2% | 147% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.05% | 41.2% | 189% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.25% | 26.9% | 144% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.63% | 27.7% | 175% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-8.48% | 0.16% | 155% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.01% | 22.7% | 145% | - | - | - | - | - |
Performance Comparison: FNCL vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FNCL
| Total Return (including Dividends) | FNCL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.00% | -2.01% | -0.45% |
| 3 Months | -6.31% | -4.55% | -6.29% |
| 12 Months | 21.82% | 22.67% | 13.04% |
| 5 Years | 143.24% | 144.84% | 111.82% |
| Trend Score (consistency of price movement) | FNCL | XLF | S&P 500 |
| 1 Month | 52.9% | 52.2% | 47.5% |
| 3 Months | -81.6% | -79.5% | -87.3% |
| 12 Months | 80.0% | 83.3% | 54.3% |
| 5 Years | 73.7% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #13 | 0.01% | -1.57% |
| 3 Month | #14 | -1.84% | -0.02% |
| 12 Month | #11 | -0.69% | 7.77% |
| 5 Years | #16 | -0.66% | 14.8% |
FAQs
Does FNCL Fidelity MSCI outperforms the market?
No,
over the last 12 months FNCL made 21.82%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months FNCL made -6.31%, while XLF made -4.55%.
Over the last 3 months FNCL made -6.31%, while XLF made -4.55%.
Performance Comparison FNCL vs Indeces and Sectors
FNCL vs. Indices FNCL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.15% | -1.55% | 5.80% | 8.78% |
| US NASDAQ 100 | QQQ | -2.07% | -3.90% | 5.09% | 6.85% |
| US Dow Jones Industrial 30 | DIA | -0.61% | 0.85% | 6.56% | 12.6% |
| German DAX 40 | DAX | -0.79% | -1.78% | -12.3% | -3.19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.50% | 1.21% | 9.50% | 16.9% |
| Hongkong Hang Seng | HSI | -0.75% | -0.48% | 5.27% | 8.89% |
| India NIFTY 50 | INDA | 1.37% | -6.88% | 5.92% | 18.9% |
| Brasil Bovespa | EWZ | 0.48% | -4.83% | 0.10% | 28.6% |
FNCL vs. Sectors FNCL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.30% | -1.40% | -0.18% | -1.64% |
| Consumer Discretionary | XLY | -1.18% | -1.41% | 4.63% | 7.15% |
| Consumer Staples | XLP | 0.91% | -1.18% | 1.70% | 10.9% |
| Energy | XLE | 3.11% | 12.0% | 10.9% | 31.1% |
| Financial | XLF | -0.04% | 0.01% | -1.13% | -0.85% |
| Health Care | XLV | 1.55% | 2.67% | 11.0% | 23.1% |
| Industrial | XLI | -1.47% | -2.30% | 4.76% | 11.1% |
| Materials | XLB | 0.66% | 1.22% | 13.6% | 26.3% |
| Real Estate | XLRE | -1.04% | -0.90% | 5.64% | 3.46% |
| Technology | XLK | -2.71% | -4.43% | 8.75% | 11.4% |
| Utilities | XLU | 0.13% | -2.10% | 1.38% | 1.03% |
| Aerospace & Defense | XAR | -2.18% | -8.98% | -8.08% | -5.66% |
| Biotech | XBI | -0.99% | -7.55% | 21.1% | 27.2% |
| Homebuilder | XHB | 0.12% | 0.08% | 20.8% | 28.0% |
| Retail | XRT | 0.09% | -0.84% | 11.8% | 23.3% |