(FIDI) Fidelity - Performance 12.5% in 12m
Compare FIDI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.64%
#24 in Group
Rel. Strength
70.20%
#2381 in Universe
Total Return 12m
12.45%
#31 in Group
Total Return 5y
82.89%
#22 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: FIDI (12.5%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign 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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-5.62% | 11.7% | 99% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
-2.42% | 13.5% | 89.9% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
-3.13% | 15% | 98% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
-3.43% | 16.6% | 99.2% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
-5.51% | 13.9% | 101% | - | - | - | - | - |
| PID NASDAQ Invesco International |
-0.9% | 13.1% | 92.4% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
-0.73% | 19.4% | 84.9% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
-4.91% | 13.6% | 94.1% | - | - | - | - | - |
Performance Comparison: FIDI vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FIDI
| Total Return (including Dividends) | FIDI | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -2.28% | -5.82% | -5.89% |
| 3 Months | 7.80% | -10.73% | -12.45% |
| 12 Months | 12.45% | 5.31% | 6.72% |
| 5 Years | 82.89% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | FIDI | DIA | S&P 500 |
| 1 Month | -73.0% | -73.8% | -74.5% |
| 3 Months | 57.9% | -88.6% | -88.2% |
| 12 Months | 33.3% | 71.6% | 66.1% |
| 5 Years | 82.5% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #18 | 3.76% | 3.84% |
| 3 Month | #13 | 20.8% | 23.1% |
| 12 Month | #32 | 6.78% | 5.37% |
| 5 Years | #28 | 0.88% | -9.04% |
FAQs
Does FIDI Fidelity outperforms the market?
Yes,
over the last 12 months FIDI made 12.45%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months FIDI made 7.80%, while DIA made -10.73%.
Over the last 3 months FIDI made 7.80%, while DIA made -10.73%.
Performance Comparison FIDI vs Indeces and Sectors
FIDI vs. Indices FIDI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.62% | 3.61% | 13.0% | 5.73% |
| US NASDAQ 100 | QQQ | 5.48% | 4.0% | 13.5% | 6.92% |
| US Dow Jones Industrial 30 | DIA | 5.79% | 3.54% | 12.4% | 7.14% |
| German DAX 40 | DAX | -0.74% | 7.12% | -4.10% | -5.76% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.91% | 5.22% | 10.7% | 6.56% |
| Hongkong Hang Seng | HSI | 0.33% | 7.54% | 11.4% | -3.77% |
| India NIFTY 50 | INDA | 0.25% | -7.05% | 10.5% | 9.38% |
| Brasil Bovespa | EWZ | 1.06% | 2.80% | 10.0% | 21.9% |
FIDI vs. Sectors FIDI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.37% | 3.38% | 4.15% | -1.09% |
| Consumer Discretionary | XLY | 5.49% | 1.64% | 10.2% | 3.23% |
| Consumer Staples | XLP | 1.32% | -5.48% | 2.74% | -1.49% |
| Energy | XLE | -0.10% | 7.80% | 11.9% | 22.7% |
| Financial | XLF | 3.25% | 2.23% | 4.84% | -6.50% |
| Health Care | XLV | 4.22% | 5.09% | 14.4% | 13.0% |
| Industrial | XLI | 3.50% | 2.42% | 12.9% | 7.09% |
| Materials | XLB | 2.90% | 4.37% | 20.0% | 20.0% |
| Real Estate | XLRE | -0.72% | 0.61% | 11.6% | -4.66% |
| Technology | XLK | 5.98% | 6.65% | 19.8% | 13.7% |
| Utilities | XLU | 1.31% | -1.86% | 7.22% | -11.9% |
| Aerospace & Defense | XAR | 2.93% | -2.32% | 3.20% | -11.7% |
| Biotech | XBI | 1.06% | 9.60% | 27.5% | 21.4% |
| Homebuilder | XHB | 3.67% | 4.56% | 30.9% | 21.6% |
| Retail | XRT | 2.92% | -0.17% | 17.6% | 16.8% |