(FNCL) Fidelity MSCI - Performance 18.2% in 12m
Compare FNCL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.04%
#12 in Group
Rel. Strength
76.56%
#1876 in Universe
Total Return 12m
18.21%
#13 in Group
Total Return 5y
132.19%
#13 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: FNCL (18.2%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.87% | 20.2% | 142% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-3.66% | 17.7% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-5.26% | 19.4% | 176% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.02% | 38% | 185% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-8.67% | 1.86% | 157% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-6.79% | 20.6% | 151% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.98% | 23.1% | 133% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.87% | 19.4% | 132% | - | - | - | - | - |
Performance Comparison: FNCL vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FNCL
| Total Return (including Dividends) | FNCL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -5.63% | -4.87% | -7.04% |
| 3 Months | -8.42% | -6.25% | -10.88% |
| 12 Months | 18.21% | 19.36% | 5.72% |
| 5 Years | 132.19% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | FNCL | XLF | S&P 500 |
| 1 Month | -71.2% | -69.4% | -76.1% |
| 3 Months | -79.9% | -72.1% | -86.4% |
| 12 Months | 85.2% | 87.9% | 67.8% |
| 5 Years | 73.7% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #12 | -0.80% | 1.52% |
| 3 Month | #14 | -2.32% | 2.76% |
| 12 Month | #14 | -0.96% | 11.8% |
| 5 Years | #16 | -0.01% | 15.7% |
FAQs
Does FNCL Fidelity MSCI outperforms the market?
No,
over the last 12 months FNCL made 18.21%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months FNCL made -8.42%, while XLF made -6.25%.
Over the last 3 months FNCL made -8.42%, while XLF made -6.25%.
Performance Comparison FNCL vs Indeces and Sectors
FNCL vs. Indices FNCL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.23% | 1.41% | 6.20% | 12.5% |
| US NASDAQ 100 | QQQ | 2.72% | 2.23% | 6.29% | 14.6% |
| US Dow Jones Industrial 30 | DIA | 0.33% | -0.46% | 4.23% | 11.5% |
| German DAX 40 | DAX | -10.3% | 2.42% | -12.4% | -1.07% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.77% | 2.12% | 1.35% | 10.3% |
| Hongkong Hang Seng | HSI | -5.44% | 5.52% | 4.81% | 2.07% |
| India NIFTY 50 | INDA | -1.78% | -9.05% | 6.78% | 17.5% |
| Brasil Bovespa | EWZ | -2.28% | 0.65% | 5.88% | 29.1% |
FNCL vs. Sectors FNCL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.42% | 1.95% | -2.0% | 4.95% |
| Consumer Discretionary | XLY | 3.82% | 0.59% | 3.99% | 10.9% |
| Consumer Staples | XLP | -3.03% | -5.52% | -1.45% | 5.72% |
| Energy | XLE | 1.27% | 6.29% | 7.26% | 31.0% |
| Financial | XLF | -0.48% | -0.76% | -1.72% | -1.15% |
| Health Care | XLV | -0.18% | 1.15% | 7.39% | 18.4% |
| Industrial | XLI | -0.27% | 0.34% | 6.83% | 14.3% |
| Materials | XLB | -1.27% | 1.81% | 13.6% | 26.2% |
| Real Estate | XLRE | -3.52% | -0.64% | 6.48% | 3.85% |
| Technology | XLK | 2.92% | 4.20% | 12.2% | 21.4% |
| Utilities | XLU | -3.29% | -3.52% | 1.97% | -8.18% |
| Aerospace & Defense | XAR | -2.43% | -5.02% | -3.21% | -4.95% |
| Biotech | XBI | -2.29% | 9.27% | 22.1% | 30.3% |
| Homebuilder | XHB | 2.84% | 3.58% | 25.6% | 29.9% |
| Retail | XRT | 2.47% | 0.12% | 13.5% | 25.2% |