(FSMD) Fidelity Small-Mid - Performance 4.3% in 12m
Compare FSMD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.22%
#3 in Group
Rel. Strength
51.27%
#3908 in Universe
Total Return 12m
4.31%
#7 in Group
Total Return 5y
92.36%
#7 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: FSMD (4.3%) vs SPY (9.4%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
36.9% | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-1.84% | 2.83% | 90.2% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.13% | 4.31% | 92.4% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.03% | 12% | 56.9% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-1.93% | 1.53% | 94.9% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.58% | 3.57% | 96.2% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-3.88% | -2.56% | 94.6% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-0.75% | 14.5% | 58% | - | - | - | - | - |
Performance Comparison: FSMD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FSMD
| Total Return (including Dividends) | FSMD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.13% | -0.87% | -0.87% |
| 3 Months | -9.70% | -8.60% | -8.60% |
| 12 Months | 4.31% | 9.37% | 9.37% |
| 5 Years | 92.36% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | FSMD | SPY | S&P 500 |
| 1 Month | -13.9% | -17.9% | -17.9% |
| 3 Months | -90.2% | -89.7% | -89.7% |
| 12 Months | 39.6% | 57.2% | 57.2% |
| 5 Years | 79.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #16 | -0.27% | -0.27% |
| 3 Month | #20 | -1.19% | -1.19% |
| 12 Month | #23 | -4.63% | -4.63% |
| 5 Years | #22 | -5.69% | -5.69% |
FAQs
Does FSMD Fidelity Small-Mid outperforms the market?
No,
over the last 12 months FSMD made 4.31%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months FSMD made -9.70%, while SPY made -8.60%.
Over the last 3 months FSMD made -9.70%, while SPY made -8.60%.
Performance Comparison FSMD vs Indeces and Sectors
FSMD vs. Indices FSMD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.20% | -0.26% | -2.18% | -5.06% |
| US NASDAQ 100 | QQQ | -3.08% | -1.87% | -2.40% | -5.52% |
| US Dow Jones Industrial 30 | DIA | 0.58% | 2.03% | -2.34% | -2.20% |
| German DAX 40 | DAX | 1.41% | -0.17% | -20.5% | -17.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.64% | 1.72% | -0.27% | -0.58% |
| Hongkong Hang Seng | HSI | 1.41% | 1.32% | -2.96% | -5.67% |
| India NIFTY 50 | INDA | 5.44% | -5.05% | -4.03% | 2.13% |
| Brasil Bovespa | EWZ | -1.99% | -5.95% | -6.49% | 11.7% |
FSMD vs. Sectors FSMD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.43% | -0.06% | -10.9% | -16.7% |
| Consumer Discretionary | XLY | -3.55% | -1.45% | -5.40% | -6.48% |
| Consumer Staples | XLP | 6.63% | -1.33% | -7.23% | -4.70% |
| Energy | XLE | 1.45% | 9.10% | -1.27% | 15.4% |
| Financial | XLF | 0.47% | 0.98% | -9.58% | -15.7% |
| Health Care | XLV | 1.44% | 2.97% | -0.66% | 4.02% |
| Industrial | XLI | 0.32% | -0.58% | -2.83% | -2.08% |
| Materials | XLB | 1.90% | 1.55% | 5.02% | 10.8% |
| Real Estate | XLRE | 3.04% | 0.39% | -0.57% | -10.1% |
| Technology | XLK | -4.79% | -1.98% | 2.55% | -0.12% |
| Utilities | XLU | 2.36% | -2.04% | -5.38% | -16.6% |
| Aerospace & Defense | XAR | -1.11% | -6.34% | -14.1% | -20.6% |
| Biotech | XBI | -1.77% | 2.46% | 10.6% | 9.02% |
| Homebuilder | XHB | 0.41% | 1.29% | 13.2% | 13.9% |
| Retail | XRT | 1.34% | -1.32% | 2.56% | 8.97% |