(FUTY) Fidelity MSCI - Performance 21.9% in 12m
Compare FUTY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.85%
#7 in Group
Rel. Strength
79.39%
#1650 in Universe
Total Return 12m
21.88%
#6 in Group
Total Return 5y
54.57%
#9 in Group
P/E -
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P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: FUTY (21.9%) vs XLU (21.7%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
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 |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
-1.24% | 36.3% | 96.5% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
0.5% | 28.7% | 74% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
0.26% | 24.9% | 67.2% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
0.3% | 21.1% | 56.6% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
0.24% | 21.9% | 54.6% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
2.98% | 21.8% | 54.9% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
0.2% | 21.7% | 55.5% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.31% | 21.8% | 54% | - | - | - | - | - |
Performance Comparison: FUTY vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for FUTY
| Total Return (including Dividends) | FUTY | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 0.24% | 0.20% | -6.73% |
| 3 Months | 0.72% | 0.25% | -11.93% |
| 12 Months | 21.88% | 21.68% | 7.24% |
| 5 Years | 54.57% | 55.45% | 100.61% |
| Trend Score (consistency of price movement) | FUTY | XLU | S&P 500 |
| 1 Month | -7.90% | -8.8% | -63.5% |
| 3 Months | -12.7% | -22.9% | -90.3% |
| 12 Months | 71.5% | 69.6% | 60.6% |
| 5 Years | 76.3% | 77.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #7 | 0.03% | 7.48% |
| 3 Month | #8 | 0.47% | 14.4% |
| 12 Month | #8 | 0.16% | 13.7% |
| 5 Years | #8 | -0.57% | -23.0% |
FAQs
Does FUTY Fidelity MSCI outperforms the market?
Yes,
over the last 12 months FUTY made 21.88%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.68%.
Over the last 3 months FUTY made 0.72%, while XLU made 0.25%.
Over the last 3 months FUTY made 0.72%, while XLU made 0.25%.
Performance Comparison FUTY vs Indeces and Sectors
FUTY vs. Indices FUTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.32% | 6.97% | 4.39% | 14.6% |
| US NASDAQ 100 | QQQ | -0.80% | 7.60% | 4.25% | 14.3% |
| US Dow Jones Industrial 30 | DIA | 1.71% | 7.15% | 3.77% | 17.4% |
| German DAX 40 | DAX | -1.54% | 4.18% | -15.5% | 1.55% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.25% | 3.63% | 3.24% | 12.7% |
| Hongkong Hang Seng | HSI | -2.99% | 3.96% | -0.15% | 5.10% |
| India NIFTY 50 | INDA | -2.47% | -1.79% | 1.04% | 18.9% |
| Brasil Bovespa | EWZ | -4.59% | -0.22% | -0.66% | 30.6% |
FUTY vs. Sectors FUTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.03% | 7.09% | -4.74% | 6.81% |
| Consumer Discretionary | XLY | -1.76% | 7.08% | -0.91% | 10.6% |
| Consumer Staples | XLP | -0.47% | -2.74% | -3.57% | 10.6% |
| Energy | XLE | -0.39% | 12.7% | 5.69% | 34.6% |
| Financial | XLF | -1.02% | 5.09% | -4.48% | 4.05% |
| Health Care | XLV | 1.95% | 8.0% | 6.61% | 24.3% |
| Industrial | XLI | 0.28% | 6.27% | 4.56% | 17.8% |
| Materials | XLB | -0.06% | 6.09% | 11.7% | 27.8% |
| Real Estate | XLRE | -0.09% | 3.47% | 4.74% | 7.15% |
| Technology | XLK | -0.59% | 9.24% | 10.6% | 20.7% |
| Utilities | XLU | -0.21% | 0.04% | 0.76% | 0.20% |
| Aerospace & Defense | XAR | 1.13% | 3.42% | -4.98% | 0.01% |
| Biotech | XBI | -3.74% | 11.2% | 15.8% | 28.3% |
| Homebuilder | XHB | -1.85% | 8.36% | 19.2% | 32.4% |
| Retail | XRT | -2.19% | 5.63% | 7.83% | 28.2% |