FUSA Performance & Benchmarks - 9.7% in 12m
The Total Return for 3m is 7.7%, for 6m -4.7% and YTD -5.5%. Compare with Peer-Group: US Equity Income
Performance Rating
59.69%
#2 in Peer-Group
Rel. Strength
49.40%
#3890 in Stock-Universe
Total Return 12m
9.70%
#4 in Peer-Group
Total Return 5y
92.47%
#4 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 12.71 EUR |
| 52 Week Low | 9.93 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 52.00 |
| Buy/Sell Signal +-5 | -2.01 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FUSA (9.7%) vs SPY (22.9%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| FUSA | -1.12% | 2.22% | 7.71% |
| FUSD | -1.14% | 2.17% | 7.62% |
| JEQP | -1.18% | 2.66% | 6.07% |
| SPYD | -1.10% | 1.23% | 2.89% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| FUSA | -4.67% | 9.7% | 92.5% |
| FUSD | -4.67% | 8.86% | 109% |
| QYLE | -15.9% | 10.1% | 46.2% |
| SPYD | -6.22% | 1.12% | 64.9% |
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 |
|---|---|---|---|---|---|---|---|---|
| FUSD XETRA Fidelity SICAV - Fidelity |
2.17% | 8.86% | 109% | - | - | - | - | - |
| FUSA XETRA Fidelity US Quality Income |
2.22% | 9.7% | 92.5% | - | - | - | - | - |
| SPYD XETRA SPDR S&P US Dividend |
1.23% | 1.12% | 64.9% | - | - | - | - | - |
| QYLE XETRA Global X NASDAQ 100 Covered |
1.71% | 10.1% | 46.2% | - | - | - | - | - |
| JEQP XETRA JPM Nasdaq Equity Premium |
2.66% | -5.77% | -5.77% | - | - | - | - | - |
Performance Comparison: FUSA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FUSA
| Total Return (including Dividends) | FUSA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.22% | 1.17% | 1.17% |
| 3 Months | 7.71% | 11.77% | 11.77% |
| 12 Months | 9.70% | 22.89% | 22.89% |
| 5 Years | 92.47% | 101.58% | 101.58% |
| Trend Stabilty (consistency of price movement) | FUSA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 82.3% | 58.7% | 58.7% |
| 3 Months | 67.3% | 96.1% | 96.1% |
| 12 Months | -19% | 50.3% | 50.3% |
| 5 Years | 94.9% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 90 %th | 1.03% | 1.03% |
| 3 Month | 90 %th | -3.63% | -3.63% |
| 12 Month | 95 %th | -10.74% | -10.74% |
| 5 Years | 81 %th | -4.52% | -4.52% |
FAQs
Does Fidelity US Quality (FUSA) outperform the market?
No,
over the last 12 months FUSA made 9.70%, while its related Sector, the SPDR SP500 Trust (SPY) made 22.89%.
Over the last 3 months FUSA made 7.71%, while SPY made 11.77%.
Performance Comparison FUSA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FUSA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0% | 1.1% | -9.2% | -13% |
| US NASDAQ 100 | QQQ | 0.1% | 0.7% | -11.3% | -20% |
| German DAX 40 | DAX | 0.4% | 3.2% | -14.6% | -27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.3% | -1.7% | -15.7% | -13% |
| Hongkong Hang Seng | HSI | 0.6% | -2.9% | -36% | -33% |
| India NIFTY 50 | INDA | 0.9% | 7.6% | -6.9% | 13% |
| Brasil Bovespa | EWZ | -2.1% | 7.7% | -12.9% | 3% |
FUSA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.3% | 1.9% | -9.9% | -22% |
| Consumer Discretionary | XLY | 1.4% | 2% | -0.7% | -19% |
| Consumer Staples | XLP | -0.2% | 4.2% | -7.6% | 4% |
| Energy | XLE | 2.8% | 3% | -1% | 8% |
| Financial | XLF | 1% | 4.1% | -5.4% | -19% |
| Health Care | XLV | 0.3% | 3.6% | 5.3% | 18% |
| Industrial | XLI | 0.2% | 0.9% | -15.3% | -17% |
| Materials | XLB | 1.3% | 4.4% | -5% | 7% |
| Real Estate | XLRE | 1.2% | 1.5% | -5.7% | 3% |
| Technology | XLK | 0.4% | 0.2% | -16.1% | -23% |
| Utilities | XLU | -3.3% | -3.1% | -16.4% | -13% |
| Aerospace & Defense | XAR | -1.2% | -1.8% | -28.9% | -46% |
| Biotech | XBI | -2.3% | -1.7% | 3.6% | 17% |
| Homebuilder | XHB | -2.9% | -3.8% | -4.8% | 10% |
| Retail | XRT | -0.3% | 2.7% | -4.3% | -2% |
FUSA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 4.9% | 4.13% | -3.26% | 7% |
| Natural Gas | UNG | 4.1% | 14.9% | 21.2% | 8% |
| Gold | GLD | -2.7% | 1% | -22.5% | -30% |
| Silver | SLV | -0.2% | -0.5% | -21.7% | -28% |
| Copper | CPER | 21.1% | 14.9% | -2.1% | 1% |
FUSA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.7% | -0.7% | -5.1% | 16% |
| iShares High Yield Corp. Bond | HYG | -1.3% | 1.6% | -8.3% | -0% |