(FVAL) Fidelity Value Factor - Performance 8.1% in 12m
Compare FVAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.65%
#55 in Group
Rel. Strength
56.73%
#3454 in Universe
Total Return 12m
8.05%
#75 in Group
Total Return 5y
103.34%
#29 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: FVAL (8.1%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: FVAL vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FVAL
| Total Return (including Dividends) | FVAL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -2.53% | -3.18% | -0.87% |
| 3 Months | -8.11% | -8.41% | -7.58% |
| 12 Months | 8.05% | 9.20% | 11.88% |
| 5 Years | 103.34% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | FVAL | DIA | S&P 500 |
| 1 Month | 19.2% | -2.7% | 23% |
| 3 Months | -89.6% | -91.1% | -88.5% |
| 12 Months | 55.2% | 61.2% | 55.1% |
| 5 Years | 84.6% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #36 | 0.66% | -1.68% |
| 3 Month | #120 | 0.33% | -0.58% |
| 12 Month | #75 | -1.05% | -3.42% |
| 5 Years | #34 | 8.38% | -3.32% |
FAQs
Does FVAL Fidelity Value Factor outperforms the market?
No,
over the last 12 months FVAL made 8.05%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months FVAL made -8.11%, while DIA made -8.41%.
Over the last 3 months FVAL made -8.11%, while DIA made -8.41%.
Performance Comparison FVAL vs Indeces and Sectors
FVAL vs. Indices FVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.57% | -1.66% | -1.24% | -3.83% |
| US NASDAQ 100 | QQQ | -1.60% | -3.93% | -1.67% | -4.62% |
| US Dow Jones Industrial 30 | DIA | 0.37% | 0.65% | -1.15% | -1.15% |
| German DAX 40 | DAX | 0.66% | -3.85% | -20.8% | -16.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.39% | 0.29% | 1.75% | 2.09% |
| Hongkong Hang Seng | HSI | 0.42% | -2.59% | -3.16% | -5.84% |
| India NIFTY 50 | INDA | 2.27% | -6.59% | -1.53% | 4.98% |
| Brasil Bovespa | EWZ | 0.23% | -7.13% | -4.94% | 13.9% |
FVAL vs. Sectors FVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.82% | -1.48% | -7.37% | -15.9% |
| Consumer Discretionary | XLY | -0.65% | -2.43% | -3.75% | -5.27% |
| Consumer Staples | XLP | 2.93% | -2.73% | -6.55% | -3.15% |
| Energy | XLE | 3.91% | 11.3% | 4.55% | 19.1% |
| Financial | XLF | 0.82% | -0.42% | -8.84% | -14.6% |
| Health Care | XLV | -0.49% | 1.26% | 0.45% | 6.33% |
| Industrial | XLI | -0.99% | -2.64% | -1.95% | -1.54% |
| Materials | XLB | 0.04% | -0.10% | 6.17% | 11.6% |
| Real Estate | XLRE | 0.95% | -1.22% | -0.35% | -10.0% |
| Technology | XLK | -3.02% | -4.22% | 2.10% | 0.32% |
| Utilities | XLU | 2.27% | -2.59% | -3.36% | -13.8% |
| Aerospace & Defense | XAR | -1.52% | -8.92% | -14.8% | -18.5% |
| Biotech | XBI | -1.87% | -4.81% | 11.4% | 9.88% |
| Homebuilder | XHB | 0.12% | -0.26% | 13.6% | 15.1% |
| Retail | XRT | 1.0% | -1.97% | 4.33% | 10.8% |