(FDLO) Fidelity Low - Performance 10% in 12m
Compare FDLO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
85.92%
#34 in Group
Rel. Strength
65.85%
#2622 in Universe
Total Return 12m
10.00%
#29 in Group
Total Return 5y
115.88%
#87 in Group
12m Total Return: FDLO (10%) 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: FDLO vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FDLO
| Total Return (including Dividends) | FDLO | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.11% | -3.62% | -3.62% |
| 3 Months | 1.00% | -3.76% | -3.76% |
| 12 Months | 10.00% | 8.80% | 8.80% |
| 5 Years | 115.88% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | FDLO | SPY | S&P 500 |
| 1 Month | -22.7% | -17.5% | -17.5% |
| 3 Months | - | -55.3% | -55.3% |
| 12 Months | 86.2% | 84.8% | 84.8% |
| 5 Years | 90.1% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #32 | 1.56% | 1.56% |
| 3 Month | #27 | 4.95% | 4.95% |
| 12 Month | #38 | 1.10% | 1.10% |
| 5 Years | #161 | -11.2% | -11.2% |
FAQs
Does FDLO Fidelity Low outperforms the market?
Yes,
over the last 12 months FDLO made 10.00%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months FDLO made 1.00%, while SPY made -3.76%.
Over the last 3 months FDLO made 1.00%, while SPY made -3.76%.
Performance Comparison FDLO vs Indeces and Sectors
FDLO vs. Indices FDLO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.04% | 1.51% | 0.85% | 1.20% |
| US NASDAQ 100 | QQQ | 3.73% | 2.65% | 1.61% | 3.11% |
| US Dow Jones Industrial 30 | DIA | 0.98% | 0.60% | -0.18% | 2.14% |
| German DAX 40 | DAX | 2.12% | 0.70% | -16.9% | -12.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.05% | -2.38% | 9.06% | 0.92% |
| Hongkong Hang Seng | HSI | -0.76% | -4.59% | 5.24% | -8.19% |
| India NIFTY 50 | INDA | 1.42% | -8.91% | 11.8% | 10.1% |
| Brasil Bovespa | EWZ | 0.58% | -10.4% | 7.45% | 21.2% |
FDLO vs. Sectors FDLO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.95% | 2.03% | -7.14% | -8.60% |
| Consumer Discretionary | XLY | 2.63% | 3.51% | -0.32% | -0.29% |
| Consumer Staples | XLP | -4.43% | -0.56% | -0.02% | -0.78% |
| Energy | XLE | -1.31% | -9.98% | -6.25% | 7.92% |
| Financial | XLF | 0.87% | 1.39% | -11.1% | -10.6% |
| Health Care | XLV | 0.85% | 1.69% | 5.78% | 10.6% |
| Industrial | XLI | 1.51% | -0.49% | 2.07% | 2.98% |
| Materials | XLB | -0.23% | -1.80% | 9.47% | 15.1% |
| Real Estate | XLRE | -1.84% | 1.04% | 4.18% | -1.57% |
| Technology | XLK | 4.26% | 2.61% | 5.38% | 9.72% |
| Utilities | XLU | -3.25% | -2.46% | 1.55% | -14.9% |
| Aerospace & Defense | XAR | 4.38% | -1.80% | -2.25% | -7.26% |
| Biotech | XBI | 9.76% | 6.58% | 20.3% | 26.6% |
| Homebuilder | XHB | 1.94% | -0.62% | 21.6% | 21.1% |
| Retail | XRT | 0.46% | 0.54% | 7.62% | 19.5% |