(FIVA) Fidelity - Performance 11.3% in 12m
Compare FIVA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.77%
#23 in Group
Rel. Strength
68.75%
#2497 in Universe
Total Return 12m
11.29%
#37 in Group
Total Return 5y
88.69%
#14 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: FIVA (11.3%) 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: FIVA vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FIVA
| Total Return (including Dividends) | FIVA | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -4.66% | -5.82% | -5.89% |
| 3 Months | 6.41% | -10.73% | -12.45% |
| 12 Months | 11.29% | 5.31% | 6.72% |
| 5 Years | 88.69% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | FIVA | DIA | S&P 500 |
| 1 Month | -74.9% | -73.8% | -74.5% |
| 3 Months | 40.4% | -88.6% | -88.2% |
| 12 Months | 30.3% | 71.6% | 66.1% |
| 5 Years | 82.8% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #37 | 1.22% | 1.30% |
| 3 Month | #21 | 19.2% | 21.5% |
| 12 Month | #37 | 5.67% | 4.27% |
| 5 Years | #18 | 4.07% | -6.15% |
FAQs
Does FIVA Fidelity outperforms the market?
Yes,
over the last 12 months FIVA made 11.29%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months FIVA made 6.41%, while DIA made -10.73%.
Over the last 3 months FIVA made 6.41%, while DIA made -10.73%.
Performance Comparison FIVA vs Indeces and Sectors
FIVA vs. Indices FIVA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.70% | 1.23% | 12.2% | 4.57% |
| US NASDAQ 100 | QQQ | 5.56% | 1.62% | 12.7% | 5.76% |
| US Dow Jones Industrial 30 | DIA | 5.87% | 1.16% | 11.6% | 5.98% |
| German DAX 40 | DAX | -0.66% | 4.74% | -4.90% | -6.92% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.99% | 2.84% | 9.88% | 5.40% |
| Hongkong Hang Seng | HSI | 0.41% | 5.16% | 10.6% | -4.93% |
| India NIFTY 50 | INDA | 0.33% | -9.43% | 9.71% | 8.22% |
| Brasil Bovespa | EWZ | 1.14% | 0.42% | 9.21% | 20.8% |
FIVA vs. Sectors FIVA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.45% | 1.0% | 3.35% | -2.25% |
| Consumer Discretionary | XLY | 5.57% | -0.74% | 9.42% | 2.07% |
| Consumer Staples | XLP | 1.40% | -7.86% | 1.94% | -2.65% |
| Energy | XLE | -0.02% | 5.42% | 11.1% | 21.6% |
| Financial | XLF | 3.33% | -0.15% | 4.04% | -7.66% |
| Health Care | XLV | 4.30% | 2.71% | 13.6% | 11.8% |
| Industrial | XLI | 3.58% | 0.04% | 12.1% | 5.93% |
| Materials | XLB | 2.98% | 1.99% | 19.2% | 18.8% |
| Real Estate | XLRE | -0.64% | -1.77% | 10.8% | -5.82% |
| Technology | XLK | 6.06% | 4.27% | 19.0% | 12.5% |
| Utilities | XLU | 1.39% | -4.24% | 6.42% | -13.1% |
| Aerospace & Defense | XAR | 3.01% | -4.70% | 2.40% | -12.9% |
| Biotech | XBI | 1.14% | 7.22% | 26.7% | 20.2% |
| Homebuilder | XHB | 3.75% | 2.18% | 30.1% | 20.4% |
| Retail | XRT | 3.0% | -2.55% | 16.8% | 15.7% |