Values as of: 2024-11-15
ETF | Equity Energy |
Last Closing
USD 25.98Change
-0.13 (-0.50)%Market Cap
USD 1.62BVolume
0.42MAnalyst Target
N/AVerdict
Verdict
The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Energy 25/50 Index, which represents the performance of the energy sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Energy 25/50 Index. The fund is non-diversified.
Company Website : http://www.institutional.fidelity.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| XLE | Energy Select Sector SPDR® Fu.. |
-0.14 (-0.15%) |
USD 37.25B |
| VDE | Vanguard Energy Index Fund ETF.. |
-0.63 (-0.47%) |
USD 8.13B |
| OIH | VanEck Oil Services ETF |
-4.76 (-1.60%) |
USD 1.37B |
| FXN | First Trust Energy AlphaDEX® .. |
-0.15 (-0.86%) |
USD 0.40B |
| CNRG | SPDR® Kensho Clean Power ETF |
-0.71 (-1.17%) |
USD 0.16B |
| PXE | Invesco Dynamic Energy Explora.. |
-0.31 (-0.98%) |
USD 0.12B |
| FILL | iShares MSCI Global Energy Pro.. |
-0.09 (-0.36%) |
USD 0.10B |
| PXJ | Invesco Dynamic Oil & Gas Serv.. |
-0.54 (-1.85%) |
USD 0.04B |
| CRAK | VanEck Oil Refiners ETF |
-0.02 (-0.06%) |
USD 0.03B |
| IYE | iShares U.S. Energy ETF |
-0.18 (-0.36%) |
N/A |
N/A
| Market Performance vs. Industry/Classification (Equity Energy) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 12.76% | 88% | B+ | 63% | D | ||
| Dividend Return | 2.45% | 79% | B- | 43% | F | ||
| Total Return | 15.21% | 94% | A | 62% | D | ||
| Trailing 12 Months | |||||||
| Capital Gain | 11.26% | 88% | B+ | 49% | F | ||
| Dividend Return | 3.28% | 69% | C- | 45% | F | ||
| Total Return | 14.54% | 81% | B- | 47% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 63.60% | 75% | C | 76% | C+ | ||
| Dividend Return | 23.58% | 81% | B- | 72% | C | ||
| Total Return | 87.19% | 75% | C | 79% | B- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 26.89% | 50% | F | 86% | B+ | ||
| Dividend Return | 30.75% | 50% | F | 87% | B+ | ||
| Total Return | 3.86% | 94% | A | 74% | C | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 32.01% | 75% | C | 33% | F | ||
| Risk Adjusted Return | 96.07% | 88% | B+ | 96% | N/A | ||
| Market Capitalization | 1.62B | 80% | B- | 64% | D | ||
| 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.
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.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
