ducovest

FDLO:NYE-Fidelity® Low Volatility Factor ETF (USD)

ETF | Large Blend |

Last Closing

USD 60.835

Change

0.00 (0.00)%

Market Cap

USD 1.27B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund normally invests at least 80% of assets in securities included in the Fidelity U.S. Low Volatility Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market. It invests in lending securities to earn income for the fund.

Company Website : http://www.institutional.fidelity.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Large Blend

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VTI Vanguard Total Stock Market In..

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SCHX Schwab U.S. Large-Cap ETF

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GSLC Goldman Sachs ActiveBeta® U.S..

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DYNF BlackRock US Equity Factor Rot..

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SPTM SPDR® Portfolio S&P 1500 Comp..

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SPLV Invesco S&P 500® Low Volatili..

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JQUA JPMorgan U.S. Quality Factor E..

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 USD 4.91B
SCHK Schwab 1000 ETF

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 USD 3.72B
SUSA iShares MSCI USA ESG Select

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 USD 3.65B

ETFs Containing FDLO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.85% 29% F 72% C
Dividend Return 1.19% 92% A 28% F
Total Return 16.04% 29% F 69% C-
Trailing 12 Months  
Capital Gain 23.77% 18% F 69% C-
Dividend Return 1.28% 49% F 18% F
Total Return 25.06% 18% F 65% D
Trailing 5 Years  
Capital Gain 65.27% 38% F 77% C+
Dividend Return 7.91% 52% F 26% F
Total Return 73.18% 38% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 10.86% 30% F 70% C-
Dividend Return 12.15% 26% F 68% D+
Total Return 1.29% 46% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 12.53% 92% A 71% C-
Risk Adjusted Return 96.98% 96% N/A 97% N/A
Market Capitalization 1.27B 70% C- 60% D-

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.