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

ETF | Mid-Cap Blend |

Last Closing

USD 43.99

Change

0.00 (0.00)%

Market Cap

USD 0.57B

Volume

0.28M

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: 2024-11-10 )

Largest Industry Peers for Mid-Cap Blend

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

-0.70 (-1.05%)

USD 91.59B
IWR iShares Russell Mid-Cap ETF

-0.72 (-0.77%)

USD 39.94B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-6.39 (-1.05%)

USD 24.45B
VXF Vanguard Extended Market Index..

-2.26 (-1.12%)

USD 20.72B
SPMD SPDR Russell Small Cap Complet..

-0.61 (-1.05%)

USD 11.56B
XMHQ Invesco S&P MidCap Quality ETF

-0.99 (-0.93%)

USD 6.10B
JHMM John Hancock Multifactor Mid C..

-0.57 (-0.90%)

USD 4.20B
IVOO Vanguard S&P Mid-Cap 400 Index..

-1.17 (-1.04%)

USD 2.43B
EQAL Invesco Russell 1000 Equal Wei..

-0.43 (-0.85%)

USD 0.64B
JPME JPMorgan Diversified Return U...

-0.81 (-0.74%)

USD 0.43B

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 21.42% 100% F 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.42% 100% F 74% C
Trailing 12 Months  
Capital Gain 38.33% 95% A 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.33% 95% A 78% C+
Trailing 5 Years  
Capital Gain 69.30% 89% A- 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 69.30% 89% A- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.92% 89% A- 74% C
Dividend Return 15.28% 89% A- 73% C
Total Return 1.36% 72% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 20.98% 68% D+ 52% F
Risk Adjusted Return 72.83% 84% B 85% B
Market Capitalization 0.57B 25% F 50% 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:
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.

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.