FNCL:NYE-Fidelity® MSCI Financials Index ETF (USD)

ETF | Financial |

Last Closing

USD 71.02

Change

0.00 (0.00)%

Market Cap

USD 1.97B

Volume

0.16M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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 Financials 25/50 Index, which represents the performance of the financial sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Financials 25/50 Index. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-16 )

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Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 32.62% 65% D 88% B+
Dividend Return 1.45% 41% F 27% F
Total Return 34.07% 76% C+ 87% B+
Trailing 12 Months  
Capital Gain 44.58% 59% D- 87% B+
Dividend Return 2.04% 41% F 29% F
Total Return 46.63% 53% F 87% B+
Trailing 5 Years  
Capital Gain 65.12% 53% F 76% C+
Dividend Return 11.76% 35% F 37% F
Total Return 76.88% 53% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 15.46% 65% D 76% C+
Dividend Return 17.41% 59% D- 76% C+
Total Return 1.95% 59% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 26.69% 59% D- 41% F
Risk Adjusted Return 65.24% 65% D 80% B-
Market Capitalization 1.97B 71% C- 67% 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:

There is nothing we particularly like

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.