(FLDB) Fidelity Low Duration - Performance 5.3% in 12m
Compare FLDB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
49.19%
#41 in Group
Rel. Strength
52.89%
#3781 in Universe
Total Return 12m
5.34%
#29 in Group
Total Return 5y
6.17%
#60 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: FLDB (5.3%) 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: FLDB vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for FLDB
| Total Return (including Dividends) | FLDB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.24% | -1.35% | -4.77% |
| 3 Months | 1.05% | 2.22% | -9.81% |
| 12 Months | 5.34% | 3.98% | 9.54% |
| 5 Years | 6.17% | -39.85% | 104.83% |
| Trend Score (consistency of price movement) | FLDB | TLT | S&P 500 |
| 1 Month | 34.6% | -71.3% | -51.2% |
| 3 Months | 95.7% | 14% | -90.1% |
| 12 Months | 99.9% | -11.5% | 59.4% |
| 5 Years | 99.9% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #45 | 1.61% | 5.26% |
| 3 Month | #26 | -1.14% | 12.0% |
| 12 Month | #35 | 1.31% | -3.84% |
| 5 Years | #59 | 6.30% | -2.98% |
FAQs
Does FLDB Fidelity Low Duration outperforms the market?
Yes,
over the last 12 months FLDB made 5.34%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.98%.
Over the last 3 months FLDB made 1.05%, while TLT made 2.22%.
Over the last 3 months FLDB made 1.05%, while TLT made 2.22%.
Performance Comparison FLDB vs Indeces and Sectors
FLDB vs. Indices FLDB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.63% | 5.01% | 7.16% | -4.20% |
| US NASDAQ 100 | QQQ | -5.02% | 4.99% | 6.92% | -4.90% |
| US Dow Jones Industrial 30 | DIA | -2.24% | 5.95% | 6.78% | -0.65% |
| German DAX 40 | DAX | -3.95% | 3.65% | -11.2% | -16.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.62% | 3.33% | 6.85% | -4.25% |
| Hongkong Hang Seng | HSI | -4.28% | 3.45% | 4.24% | -10.2% |
| India NIFTY 50 | INDA | -2.61% | -2.87% | 4.45% | 1.27% |
| Brasil Bovespa | EWZ | -5.81% | -1.86% | 3.42% | 12.1% |
FLDB vs. Sectors FLDB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.73% | 5.23% | -1.91% | -12.0% |
| Consumer Discretionary | XLY | -4.48% | 5.22% | 4.72% | -7.09% |
| Consumer Staples | XLP | 1.22% | -1.84% | 1.70% | -4.18% |
| Energy | XLE | -1.06% | 11.3% | 8.73% | 16.7% |
| Financial | XLF | -3.21% | 4.03% | -1.0% | -13.8% |
| Health Care | XLV | -1.18% | 6.87% | 9.41% | 6.23% |
| Industrial | XLI | -2.75% | 4.16% | 6.33% | -1.91% |
| Materials | XLB | -2.86% | 4.05% | 13.2% | 9.29% |
| Real Estate | XLRE | -0.13% | 3.18% | 9.19% | -9.29% |
| Technology | XLK | -6.30% | 5.85% | 12.2% | 0.88% |
| Utilities | XLU | -0.65% | -0.12% | 4.50% | -15.8% |
| Aerospace & Defense | XAR | -2.88% | 0.86% | -4.18% | -20.3% |
| Biotech | XBI | -6.31% | 9.17% | 19.0% | 8.83% |
| Homebuilder | XHB | -3.63% | 6.07% | 21.9% | 12.7% |
| Retail | XRT | -2.73% | 4.07% | 10.9% | 9.40% |