(FUTY) Fidelity MSCI - Performance 17.3% in 12m
Compare FUTY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.26%
#7 in Group
Rel. Strength
75.69%
#1935 in Universe
Total Return 12m
17.31%
#8 in Group
Total Return 5y
65.83%
#8 in Group
P/E -
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P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: FUTY (17.3%) vs XLU (17.5%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
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 |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
15.4% | 32.8% | 118% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
10.2% | 25.6% | 84.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
9.33% | 21% | 79.4% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
9.66% | 17.5% | 68.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
9.59% | 17.5% | 67.5% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
9.26% | 17.3% | 65.8% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
9.49% | 17.4% | 65.4% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
10.8% | 17.8% | 62.8% | - | - | - | - | - |
Performance Comparison: FUTY vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for FUTY
| Total Return (including Dividends) | FUTY | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 9.26% | 9.59% | 13.81% |
| 3 Months | 2.29% | 2.12% | -6.30% |
| 12 Months | 17.31% | 17.47% | 10.65% |
| 5 Years | 65.83% | 67.52% | 107.77% |
| Trend Score (consistency of price movement) | FUTY | XLU | S&P 500 |
| 1 Month | 96.1% | 95.2% | 83% |
| 3 Months | 8.90% | 2.8% | -75.3% |
| 12 Months | 69.5% | 67% | 50.1% |
| 5 Years | 76.3% | 77.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #5 | -0.30% | -4.0% |
| 3 Month | #9 | 0.16% | 9.16% |
| 12 Month | #8 | -0.14% | 6.02% |
| 5 Years | #6 | -1.01% | -20.2% |
FAQs
Does FUTY Fidelity MSCI outperforms the market?
No,
over the last 12 months FUTY made 17.31%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 17.47%.
Over the last 3 months FUTY made 2.29%, while XLU made 2.12%.
Over the last 3 months FUTY made 2.29%, while XLU made 2.12%.
Performance Comparison FUTY vs Indeces and Sectors
FUTY vs. Indices FUTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.18% | -4.55% | 7.87% | 6.66% |
| US NASDAQ 100 | QQQ | -0.37% | -8.10% | 7.66% | 5.67% |
| US Dow Jones Industrial 30 | DIA | -0.59% | -0.73% | 8.16% | 9.60% |
| German DAX 40 | DAX | -0.16% | -5.70% | -18.4% | -8.39% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.36% | -2.57% | 7.10% | 9.94% |
| Hongkong Hang Seng | HSI | -3.35% | -10.7% | -0.49% | 3.63% |
| India NIFTY 50 | INDA | 4.74% | 4.42% | 7.43% | 17.5% |
| Brasil Bovespa | EWZ | -1.23% | -7.98% | -0.83% | 25.6% |
FUTY vs. Sectors FUTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.82% | -4.15% | 0.81% | -4.25% |
| Consumer Discretionary | XLY | -0.56% | -4.97% | 8.85% | 3.04% |
| Consumer Staples | XLP | 0.68% | 2.67% | 0.94% | 8.19% |
| Energy | XLE | - | 2.50% | 14.5% | 26.8% |
| Financial | XLF | -1.28% | -4.26% | 0.77% | -5.12% |
| Health Care | XLV | 2.83% | 8.39% | 12.9% | 21.4% |
| Industrial | XLI | -1.87% | -7.56% | 6.44% | 6.32% |
| Materials | XLB | 0.02% | -4.30% | 12.8% | 22.5% |
| Real Estate | XLRE | 1.14% | -2.28% | 7.12% | 1.86% |
| Technology | XLK | -1.26% | -12.0% | 10.8% | 10.2% |
| Utilities | XLU | -0.23% | -0.33% | 0.21% | -0.16% |
| Aerospace & Defense | XAR | -2.16% | -11.9% | -3.63% | -10.0% |
| Biotech | XBI | 6.41% | -2.55% | 28.0% | 29.6% |
| Homebuilder | XHB | -0.65% | -2.22% | 21.1% | 24.9% |
| Retail | XRT | -2.08% | -5.39% | 12.1% | 18.8% |