(FDVV) Fidelity High - Performance 10.4% in 12m
Compare FDVV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
84.36%
#5 in Group
Rel. Strength
67.59%
#2589 in Universe
Total Return 12m
10.38%
#24 in Group
Total Return 5y
122.50%
#4 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: FDVV (10.4%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: FDVV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FDVV
| Total Return (including Dividends) | FDVV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -6.25% | -5.82% | -5.89% |
| 3 Months | -8.39% | -10.73% | -12.45% |
| 12 Months | 10.38% | 5.31% | 6.72% |
| 5 Years | 122.50% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | FDVV | DIA | S&P 500 |
| 1 Month | -78.2% | -73.8% | -74.5% |
| 3 Months | -77.0% | -88.6% | -88.2% |
| 12 Months | 68.4% | 71.6% | 66.1% |
| 5 Years | 94.4% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #79 | -0.46% | -0.38% |
| 3 Month | #68 | 2.62% | 4.64% |
| 12 Month | #24 | 4.81% | 3.42% |
| 5 Years | #4 | 22.7% | 10.7% |
FAQs
Does FDVV Fidelity High outperforms the market?
Yes,
over the last 12 months FDVV made 10.38%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months FDVV made -8.39%, while DIA made -10.73%.
Over the last 3 months FDVV made -8.39%, while DIA made -10.73%.
Performance Comparison FDVV vs Indeces and Sectors
FDVV vs. Indices FDVV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.06% | -0.36% | 1.04% | 3.66% |
| US NASDAQ 100 | QQQ | 2.92% | 0.03% | 1.57% | 4.85% |
| US Dow Jones Industrial 30 | DIA | 3.23% | -0.43% | 0.50% | 5.07% |
| German DAX 40 | DAX | -3.30% | 3.15% | -16.0% | -7.83% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.35% | 1.25% | -1.24% | 4.49% |
| Hongkong Hang Seng | HSI | -2.23% | 3.57% | -0.48% | -5.84% |
| India NIFTY 50 | INDA | -2.31% | -11.0% | -1.41% | 7.31% |
| Brasil Bovespa | EWZ | -1.50% | -1.17% | -1.91% | 19.9% |
FDVV vs. Sectors FDVV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.81% | -0.59% | -7.77% | -3.16% |
| Consumer Discretionary | XLY | 2.93% | -2.33% | -1.70% | 1.16% |
| Consumer Staples | XLP | -1.24% | -9.45% | -9.18% | -3.56% |
| Energy | XLE | -2.66% | 3.83% | -0.02% | 20.7% |
| Financial | XLF | 0.69% | -1.74% | -7.08% | -8.57% |
| Health Care | XLV | 1.66% | 1.12% | 2.44% | 10.9% |
| Industrial | XLI | 0.94% | -1.55% | 0.96% | 5.02% |
| Materials | XLB | 0.34% | 0.40% | 8.12% | 17.9% |
| Real Estate | XLRE | -3.28% | -3.36% | -0.31% | -6.73% |
| Technology | XLK | 3.42% | 2.68% | 7.85% | 11.6% |
| Utilities | XLU | -1.25% | -5.83% | -4.70% | -14.0% |
| Aerospace & Defense | XAR | 0.37% | -6.29% | -8.72% | -13.8% |
| Biotech | XBI | -1.50% | 5.63% | 15.6% | 19.3% |
| Homebuilder | XHB | 1.11% | 0.59% | 18.9% | 19.5% |
| Retail | XRT | 0.36% | -4.14% | 5.71% | 14.8% |