FCPI:BATS-Fidelity® Stocks for Inflation ETF (USD)

ETF | Others |

Last Closing

USD 44.26

Change

+0.27 (+0.61)%

Market Cap

USD 0.22B

Volume

6.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund normally invests at least 80% of its assets in securities included in the Fidelity Stocks for Inflation Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with attractive valuations, high quality profiles and positive momentum signals, emphasizing industries that tend to outperform in inflationary environments.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

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ETFs Containing FCPI

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.46% 92% A 91% A-
Dividend Return 1.21% 23% F 23% F
Total Return 27.67% 92% A 91% A-
Trailing 12 Months  
Capital Gain 26.17% 91% A- 90% A-
Dividend Return 1.21% 23% F 23% F
Total Return 27.37% 91% A- 91% A-
Trailing 5 Years  
Capital Gain 69.75% 88% B+ 86% B+
Dividend Return 11.25% 45% F 47% F
Total Return 81.00% 89% A- 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 14.97% 92% A 89% A-
Dividend Return 16.35% 93% A 90% A-
Total Return 1.38% 55% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 14.64% 26% F 32% F
Risk Adjusted Return 111.68% 97% N/A 98% N/A
Market Capitalization 0.22B 82% B 74% C

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.