(FLDR) Fidelity Low Duration - Performance 5.6% in 12m
Compare FLDR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.17%
#23 in Group
Rel. Strength
53.70%
#3716 in Universe
Total Return 12m
5.62%
#19 in Group
Total Return 5y
16.43%
#20 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: FLDR (5.6%) vs TLT (4%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
-0.07% | 5.33% | 25.9% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.09% | 5.34% | 19.5% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.1% | 5.38% | 19.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.38% | 5.48% | 16.5% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
-0.26% | 5.35% | 22.1% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
-1.18% | 4.46% | 33.6% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.42% | 5.51% | 15.7% | - | - | - | - | - |
| ULST NYSE ARCA SPDR SSgA Ultra Short Term |
0.38% | 5.49% | 17.7% | - | - | - | - | - |
Performance Comparison: FLDR vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for FLDR
| Total Return (including Dividends) | FLDR | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.07% | -1.35% | -4.77% |
| 3 Months | 1.07% | 2.22% | -9.81% |
| 12 Months | 5.62% | 3.98% | 9.54% |
| 5 Years | 16.43% | -39.85% | 104.83% |
| Trend Score (consistency of price movement) | FLDR | TLT | S&P 500 |
| 1 Month | -54.0% | -71.3% | -51.2% |
| 3 Months | 69.7% | 14% | -90.1% |
| 12 Months | 99.2% | -11.5% | 59.4% |
| 5 Years | 76.8% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #57 | 1.44% | 5.08% |
| 3 Month | #18 | -1.12% | 12.1% |
| 12 Month | #22 | 1.58% | -3.58% |
| 5 Years | #16 | 93.6% | -43.2% |
FAQs
Does FLDR Fidelity Low Duration outperforms the market?
Yes,
over the last 12 months FLDR made 5.62%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.98%.
Over the last 3 months FLDR made 1.07%, while TLT made 2.22%.
Over the last 3 months FLDR made 1.07%, while TLT made 2.22%.
Performance Comparison FLDR vs Indeces and Sectors
FLDR vs. Indices FLDR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.65% | 4.84% | 7.12% | -3.92% |
| US NASDAQ 100 | QQQ | -5.04% | 4.82% | 6.88% | -4.62% |
| US Dow Jones Industrial 30 | DIA | -2.26% | 5.78% | 6.74% | -0.37% |
| German DAX 40 | DAX | -3.97% | 3.48% | -11.3% | -15.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.64% | 3.16% | 6.81% | -3.97% |
| Hongkong Hang Seng | HSI | -4.30% | 3.28% | 4.20% | -9.88% |
| India NIFTY 50 | INDA | -2.63% | -3.04% | 4.41% | 1.55% |
| Brasil Bovespa | EWZ | -5.83% | -2.03% | 3.38% | 12.4% |
FLDR vs. Sectors FLDR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.75% | 5.06% | -1.95% | -11.7% |
| Consumer Discretionary | XLY | -4.50% | 5.05% | 4.68% | -6.81% |
| Consumer Staples | XLP | 1.20% | -2.01% | 1.66% | -3.90% |
| Energy | XLE | -1.08% | 11.2% | 8.69% | 17.0% |
| Financial | XLF | -3.23% | 3.86% | -1.04% | -13.6% |
| Health Care | XLV | -1.20% | 6.70% | 9.37% | 6.51% |
| Industrial | XLI | -2.77% | 3.99% | 6.29% | -1.63% |
| Materials | XLB | -2.88% | 3.88% | 13.2% | 9.57% |
| Real Estate | XLRE | -0.15% | 3.01% | 9.15% | -9.01% |
| Technology | XLK | -6.32% | 5.68% | 12.1% | 1.16% |
| Utilities | XLU | -0.67% | -0.29% | 4.46% | -15.5% |
| Aerospace & Defense | XAR | -2.90% | 0.69% | -4.22% | -20.0% |
| Biotech | XBI | -6.33% | 9.0% | 18.9% | 9.11% |
| Homebuilder | XHB | -3.65% | 5.90% | 21.9% | 13.0% |
| Retail | XRT | -2.75% | 3.90% | 10.8% | 9.68% |