(FCVH) Fidelity U.S. Value - Performance 10.3% in 12m
FCVH performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
29.57%
#43 in Peer-Group
Rel. Strength
58.61%
#3151 in Stock-Universe
Total Return 12m
10.31%
#35 in Peer-Group
Total Return 5y
-22.84%
#46 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 19.27 CAD |
| 52 Week Low | 15.92 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 64.74 |
| Buy/Sell Signal +-5 | 2.19 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FCVH (10.3%) vs SPY (13.5%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity
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 |
|---|---|---|---|---|---|---|---|---|
| FCUV TO Fidelity U.S. Value |
4.15% | 12.1% | 152% | - | - | - | - | - |
| EQL TO Invesco SP500 Equal Weight |
4.56% | 13.3% | 138% | - | - | - | - | - |
| ZLU TO BMO Low Volatility US |
-0.05% | 13% | 55.5% | - | - | - | - | - |
| TPU TO TD U.S. Equity Index |
6.99% | 14.1% | 114% | - | - | - | - | - |
| VFV TO Vanguard SP500 Index |
6.64% | 13.5% | 102% | - | - | - | - | - |
| XUS TO iShares Core SP500 Index |
6.59% | 13.5% | 102% | - | - | - | - | - |
| ZSP TO BMO SP500 |
6.57% | 13.5% | 102% | - | - | - | - | - |
| HXS TO Global X SP500 Corporate |
6.6% | 13.3% | 101% | - | - | - | - | - |
Performance Comparison: FCVH vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FCVH
| Total Return (including Dividends) | FCVH | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.66% | 7.22% | 7.22% |
| 3 Months | 0.71% | 4.93% | 4.93% |
| 12 Months | 10.31% | 13.49% | 13.49% |
| 5 Years | -22.84% | 99.38% | 99.38% |
| Trend Score (consistency of price movement) | FCVH | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 8.6% | 64.7% | 64.7% |
| 3 Months | 27.1% | 57.9% | 57.9% |
| 12 Months | 57.6% | 43.3% | 43.3% |
| 5 Years | 94.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #36 | -2.38% | -2.38% |
| 3 Month | #20 | -4.02% | -4.02% |
| 12 Month | #37 | -2.80% | -2.80% |
| 5 Years | #46 | -61.30% | -61.30% |
FAQs
Does Fidelity U.S. Value (FCVH) outperform the market?
No,
over the last 12 months FCVH made 10.31%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.49%.
Over the last 3 months FCVH made 0.71%, while SPY made 4.93%.
Performance Comparison FCVH vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FCVH vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1% | -2.6% | -0.7% | -3% |
| US NASDAQ 100 | QQQ | -1.4% | -5.4% | -2.5% | -5% |
| German DAX 40 | DAX | -0.6% | 0.3% | -20.3% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.2% | 3.2% | -0.9% | -0% |
| Hongkong Hang Seng | HSI | -2.6% | -2.7% | -16.9% | -10% |
| India NIFTY 50 | INDA | -0.4% | 2.4% | -0.9% | 7% |
| Brasil Bovespa | EWZ | -1.2% | 0.5% | -16.3% | 10% |
FCVH vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.6% | -1.6% | -4.9% | -13% |
| Consumer Discretionary | XLY | 1.4% | -2.7% | 6.9% | -10% |
| Consumer Staples | XLP | 2% | 4.2% | -2% | 3% |
| Energy | XLE | -1.7% | 1.1% | 5.3% | 15% |
| Financial | XLF | 0% | 0.4% | -4.1% | -16% |
| Health Care | XLV | -0.7% | 4.6% | 4.6% | 17% |
| Industrial | XLI | -0.8% | -3.9% | -5.5% | -10% |
| Materials | XLB | -1% | -0.2% | 2% | 12% |
| Real Estate | XLRE | 0.3% | 4% | 1.1% | -3% |
| Technology | XLK | -2.6% | -6.9% | -0.8% | -1% |
| Utilities | XLU | 1.6% | 3.8% | -5% | -8% |
| Aerospace & Defense | XAR | -3% | -8.4% | -17.5% | -30% |
| Biotech | XBI | -5.7% | -4.5% | 13.5% | 19% |
| Homebuilder | XHB | -0.3% | 4.5% | 18.2% | 17% |
| Retail | XRT | -2.5% | -7.9% | 3.9% | 8% |
FCVH vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.6% | -5.84% | -3.15% | 13% |
| Natural Gas | UNG | -8.7% | 5.8% | -30% | 21% |
| Gold | GLD | 0.1% | 7.9% | -27.1% | -29% |
| Silver | SLV | -8.3% | -3.5% | -17.3% | -4% |
| Copper | CPER | -2.3% | 2.7% | -17.1% | 5% |
FCVH vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.4% | 6.8% | 6.1% | 15% |
| iShares High Yield Corp. Bond | HYG | 0.5% | 3.1% | -3.7% | 1% |