(FDIS) Fidelity MSCI - Performance 4.9% in 12m
Compare FDIS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.87%
#8 in Group
Rel. Strength
55.08%
#3592 in Universe
Total Return 12m
4.85%
#13 in Group
Total Return 5y
90.20%
#11 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: FDIS (4.9%) vs SPY (7.9%)
5y Drawdown (Underwater) Chart
Top Performers in Consumer Cyclical
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 |
|---|---|---|---|---|---|---|---|---|
| XHB NYSE ARCA SPDR S&P Homebuilders |
-7.1% | -10.8% | 190% | - | - | - | - | - |
| ITB BATS iShares U.S. Home |
-6.48% | -14.7% | 187% | - | - | - | - | - |
| RSPD NYSE ARCA Invesco SP500 Equal Weight |
-7.03% | 0.4% | 93% | - | - | - | - | - |
| IYC NYSE ARCA iShares US Consumer |
-3.09% | 10.2% | 76.1% | - | - | - | - | - |
| VCR NYSE ARCA Vanguard Consumer |
-4.27% | 4.89% | 93.9% | - | - | - | - | - |
| FDIS NYSE ARCA Fidelity MSCI Consumer |
-4.34% | 4.85% | 90.2% | - | - | - | - | - |
| XLY NYSE ARCA Consumer Discretionary |
-3.85% | 9.43% | 74.2% | - | - | - | - | - |
| FXD NYSE ARCA First Trust Consumer |
-7.36% | -7.67% | 82.8% | - | - | - | - | - |
Performance Comparison: FDIS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FDIS
| Total Return (including Dividends) | FDIS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.34% | -4.92% | -4.92% |
| 3 Months | -18.29% | -9.03% | -9.03% |
| 12 Months | 4.85% | 7.93% | 7.93% |
| 5 Years | 90.20% | 101.72% | 101.72% |
| Trend Score (consistency of price movement) | FDIS | SPY | S&P 500 |
| 1 Month | -63.8% | -71.8% | -71.8% |
| 3 Months | -92.7% | -84.5% | -84.5% |
| 12 Months | 69.3% | 69.5% | 69.5% |
| 5 Years | 54.1% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #11 | 0.61% | 0.61% |
| 3 Month | #26 | -10.2% | -10.2% |
| 12 Month | #14 | -2.86% | -2.86% |
| 5 Years | #9 | -5.71% | -5.71% |
FAQs
Does FDIS Fidelity MSCI outperforms the market?
No,
over the last 12 months FDIS made 4.85%, while its related Sector, the SPDR SP500 Trust (SPY) made 7.93%.
Over the last 3 months FDIS made -18.29%, while SPY made -9.03%.
Over the last 3 months FDIS made -18.29%, while SPY made -9.03%.
Performance Comparison FDIS vs Indeces and Sectors
FDIS vs. Indices FDIS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.97% | 0.58% | -0.23% | -3.08% |
| US NASDAQ 100 | QQQ | -2.77% | 0.65% | -0.51% | -2.05% |
| US Dow Jones Industrial 30 | DIA | 0.08% | -0.83% | -2.06% | -3.88% |
| German DAX 40 | DAX | 2.61% | 3.91% | -15.8% | -12.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | - | 4.10% | -2.78% | -1.42% |
| Hongkong Hang Seng | HSI | -0.26% | 6.75% | -0.19% | -9.18% |
| India NIFTY 50 | INDA | 3.30% | -7.76% | 2.74% | 4.38% |
| Brasil Bovespa | EWZ | 1.25% | 1.67% | 1.51% | 17.6% |
FDIS vs. Sectors FDIS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.37% | 0.68% | -8.64% | -11.2% |
| Consumer Discretionary | XLY | 0.19% | -0.49% | -2.82% | -4.58% |
| Consumer Staples | XLP | 1.18% | -5.32% | -6.41% | -8.91% |
| Energy | XLE | 3.90% | 8.30% | 3.61% | 19.1% |
| Financial | XLF | -0.32% | -0.98% | -8.50% | -15.6% |
| Health Care | XLV | 3.77% | 1.48% | 2.25% | 3.92% |
| Industrial | XLI | -1.22% | 0.33% | 0.91% | -0.24% |
| Materials | XLB | -1.52% | 2.37% | 8.35% | 12.8% |
| Real Estate | XLRE | -0.13% | 0.60% | 1.57% | -7.82% |
| Technology | XLK | -4.46% | 2.25% | 4.94% | 4.47% |
| Utilities | XLU | 1.03% | -3.12% | -4.76% | -21.0% |
| Aerospace & Defense | XAR | -3.61% | -4.16% | -9.47% | -19.5% |
| Biotech | XBI | -2.35% | 8.96% | 16.0% | 16.1% |
| Homebuilder | XHB | 2.34% | 2.76% | 19.1% | 15.7% |
| Retail | XRT | 1.55% | 0.30% | 7.22% | 10.7% |