FSMD:NYE-Fidelity Small-Mid Factor (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 38.61

Change

-0.08 (-0.21)%

Market Cap

USD 0.32B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

-0.70 (-1.20%)

USD 84.22B
VO Vanguard Mid-Cap Index Fund ET..

-1.80 (-0.74%)

USD 64.04B
IWR iShares Russell Mid-Cap ETF

-0.70 (-0.86%)

USD 33.95B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-6.76 (-1.26%)

USD 22.12B
VXF Vanguard Extended Market Index..

-1.98 (-1.18%)

USD 18.49B
SCHM Schwab U.S. Mid-Cap ETF

-0.88 (-1.13%)

USD 11.14B
SPMD SPDR Russell Small Cap Complet..

-0.55 (-1.07%)

USD 10.05B
XMHQ Invesco S&P MidCap Quality ETF

-1.87 (-1.80%)

USD 4.71B
JHMM John Hancock Multifactor Mid C..

-0.59 (-1.07%)

USD 3.69B
IVOO Vanguard S&P Mid-Cap 400 Index..

-1.13 (-1.14%)

USD 1.98B

ETFs Containing FSMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.57% 28% F 59% D-
Dividend Return 0.35% 76% C+ 17% F
Total Return 6.92% 32% F 56% F
Trailing 12 Months  
Capital Gain 22.07% 58% F 71% C-
Dividend Return 1.17% 26% F 14% F
Total Return 23.24% 53% F 68% D+
Trailing 5 Years  
Capital Gain 59.32% 67% D+ 72% C
Dividend Return 7.49% 44% F 24% F
Total Return 66.81% 67% D+ 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.97% 58% F 72% C
Dividend Return 12.27% 63% D 70% C-
Total Return 1.31% 63% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 21.59% 63% D 52% F
Risk Adjusted Return 56.85% 74% C 79% B-
Market Capitalization 0.32B 21% F 39% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.