(FDCE) Foundations Dynamic - Performance 3.6% in 12m
Compare FDCE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
50.17%
#167 in Group
Rel. Strength
50.16%
#3827 in Universe
Total Return 12m
3.57%
#163 in Group
Total Return 5y
23.42%
#174 in Group
12m Total Return: FDCE (3.6%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: FDCE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FDCE
| Total Return (including Dividends) | FDCE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.90% | -3.62% | -3.62% |
| 3 Months | -4.67% | -3.76% | -3.76% |
| 12 Months | 3.57% | 8.80% | 8.80% |
| 5 Years | 23.42% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | FDCE | SPY | S&P 500 |
| 1 Month | -19.7% | -17.5% | -17.5% |
| 3 Months | -65.3% | -55.3% | -55.3% |
| 12 Months | 76.8% | 84.8% | 84.8% |
| 5 Years | 92.3% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #62 | 0.75% | 0.75% |
| 3 Month | #163 | -0.94% | -0.94% |
| 12 Month | #171 | -4.81% | -4.81% |
| 5 Years | #146 | -9.07% | -9.07% |
FAQs
Does FDCE Foundations Dynamic outperforms the market?
No,
over the last 12 months FDCE made 3.57%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months FDCE made -4.67%, while SPY made -3.76%.
Over the last 3 months FDCE made -4.67%, while SPY made -3.76%.
Performance Comparison FDCE vs Indeces and Sectors
FDCE vs. Indices FDCE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.55% | 0.72% | -1.66% | -5.23% |
| US NASDAQ 100 | QQQ | 2.24% | 1.86% | -0.90% | -3.32% |
| US Dow Jones Industrial 30 | DIA | -0.51% | -0.19% | -2.69% | -4.29% |
| German DAX 40 | DAX | 0.63% | -0.09% | -19.5% | -18.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.44% | -3.17% | 6.55% | -5.51% |
| Hongkong Hang Seng | HSI | -2.25% | -5.38% | 2.73% | -14.6% |
| India NIFTY 50 | INDA | -0.07% | -9.70% | 9.24% | 3.71% |
| Brasil Bovespa | EWZ | -0.91% | -11.2% | 4.94% | 14.8% |
FDCE vs. Sectors FDCE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.46% | 1.24% | -9.65% | -15.0% |
| Consumer Discretionary | XLY | 1.14% | 2.72% | -2.83% | -6.72% |
| Consumer Staples | XLP | -5.92% | -1.35% | -2.53% | -7.21% |
| Energy | XLE | -2.80% | -10.8% | -8.76% | 1.49% |
| Financial | XLF | -0.62% | 0.60% | -13.6% | -17.0% |
| Health Care | XLV | -0.64% | 0.90% | 3.27% | 4.13% |
| Industrial | XLI | 0.02% | -1.28% | -0.44% | -3.45% |
| Materials | XLB | -1.72% | -2.59% | 6.96% | 8.64% |
| Real Estate | XLRE | -3.33% | 0.25% | 1.67% | -8.0% |
| Technology | XLK | 2.77% | 1.82% | 2.87% | 3.29% |
| Utilities | XLU | -4.74% | -3.25% | -0.96% | -21.3% |
| Aerospace & Defense | XAR | 2.89% | -2.59% | -4.76% | -13.7% |
| Biotech | XBI | 8.27% | 5.79% | 17.8% | 20.2% |
| Homebuilder | XHB | 0.45% | -1.41% | 19.0% | 14.7% |
| Retail | XRT | -1.03% | -0.25% | 5.11% | 13.0% |