(FSMD) Fidelity Small-Mid - Performance 4.4% in 12m
FSMD performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
60.08%
#3 in Peer-Group
Rel. Strength
49.66%
#3871 in Stock-Universe
Total Return 12m
4.42%
#9 in Peer-Group
Total Return 5y
91.98%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 44.38 USD |
| 52 Week Low | 34.55 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 46.17 |
| Buy/Sell Signal +-5 | 1.26 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FSMD (4.4%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performer in Small Blend
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 |
|---|---|---|---|---|---|---|---|---|
| XMLV NYSE ARCA Invesco S&P MidCap Low |
0.88% | 9.17% | 62.6% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
4.26% | 6.48% | 102% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
2.64% | 4.42% | 92% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
2.15% | 1.8% | 105% | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
2.11% | 1.22% | 85% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
3.68% | 3.09% | 98.6% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-0.1% | 8.53% | 53.9% | - | - | - | - | - |
| XSMO NYSE ARCA Invesco S&P SmallCap |
3.54% | 4.61% | 89.4% | - | - | - | - | - |
Performance Comparison: FSMD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FSMD
| Total Return (including Dividends) | FSMD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.64% | 3.88% | 3.88% |
| 3 Months | 13.84% | 19.10% | 19.10% |
| 12 Months | 4.42% | 11.89% | 11.89% |
| 5 Years | 91.98% | 106.71% | 106.71% |
| Trend Stabilty (consistency of price movement) | FSMD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 80% | 90.6% | 90.6% |
| 3 Months | 88.6% | 97.5% | 97.5% |
| 12 Months | 5.2% | 47.4% | 47.4% |
| 5 Years | 79.4% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th30.16 | -1.19% | -1.19% |
| 3 Month | %th33.33 | -4.42% | -4.42% |
| 12 Month | %th63.49 | -6.67% | -6.67% |
| 5 Years | %th63.49 | -7.13% | -7.13% |
FAQs
Does Fidelity Small-Mid (FSMD) outperform the market?
No,
over the last 12 months FSMD made 4.42%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.89%.
Over the last 3 months FSMD made 13.84%, while SPY made 19.10%.
Performance Comparison FSMD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FSMD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.3% | -1.2% | -7% | -7% |
| US NASDAQ 100 | QQQ | -1.5% | -1.8% | -9.8% | -8% |
| German DAX 40 | DAX | 1% | 1.4% | -16.6% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2% | -1.9% | -10.7% | -14% |
| Hongkong Hang Seng | HSI | -2.4% | -0.1% | -28.6% | -30% |
| India NIFTY 50 | INDA | -0.6% | 1.3% | -9.2% | 7% |
| Brasil Bovespa | EWZ | 0.8% | 5.3% | -21.1% | 4% |
FSMD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.6% | 0.5% | -11.6% | -19% |
| Consumer Discretionary | XLY | -1.5% | -0.1% | 1.6% | -9% |
| Consumer Staples | XLP | -0.7% | 3% | -6.8% | -2% |
| Energy | XLE | 0.9% | 3.8% | 5.3% | 8% |
| Financial | XLF | -0.6% | -0.6% | -6% | -17% |
| Health Care | XLV | -0.4% | 3.2% | 3.2% | 13% |
| Industrial | XLI | -1.6% | -2.4% | -11.4% | -15% |
| Materials | XLB | 1.3% | 0.7% | -3.7% | 5% |
| Real Estate | XLRE | -2.2% | 2.1% | -4.1% | -2% |
| Technology | XLK | -1.6% | -4% | -13.5% | -7% |
| Utilities | XLU | -1.5% | 0.7% | -6.5% | -16% |
| Aerospace & Defense | XAR | -4.9% | -8% | -27.7% | -42% |
| Biotech | XBI | -1.2% | -2.7% | -0.8% | 18% |
| Homebuilder | XHB | 2.5% | -3.5% | 7% | 16% |
| Retail | XRT | 0.1% | -0.3% | -2.5% | 3% |
FSMD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1% | 6.97% | 8.46% | 9% |
| Natural Gas | UNG | -12.6% | 9.6% | 19.9% | -4% |
| Gold | GLD | -2.2% | 3.8% | -23.9% | -31% |
| Silver | SLV | -5.6% | -1.5% | -23.6% | -16% |
| Copper | CPER | -1% | -10.5% | -24.1% | -19% |
FSMD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.8% | 2.7% | -0.8% | 10% |
| iShares High Yield Corp. Bond | HYG | -1.1% | 1.5% | -4.7% | -4% |