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P Composite Momentum Scoring Fidelity Select Funds
P Composite Momentum Scoring Fidelity Select Funds
live (public) 2.22% February 07
Use MPIQ composite market indicator to decide stock exposure. Investors can choose a FUAMX (Fidelity Interm Term Tres Bond Index)as VFITX substitute.
P Composite Momentum Scoring Industries ETFs is an ETF alternative portfolio
Delayed
Holdings (As of 12/30/2022)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| SafeAsset | CASH (CASH) | 0.0% | 100.00% |
* Day change on 12/30/2022.
Previous
Performance (As of 02/07/2023)
Since 12/31/1996
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P Composite Momentum Scoring Fidelity Select Funds | -3.3% | -8.0% | 7.1% | 7.6% | 12.5% | 13.4% |
| VFINX (Vanguard (S&P 500) Index) | 8.6% | -4.9% | 9.6% | 11.1% | 12.8% | 10.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.4% | -3.6% | 6.3% | 7.9% | 8.5% | 7.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.6 | -3.3 | -8.0 | 7.1 | 7.6 | 12.5 | 13.4 | 17.4 | -12.1 | 2.9 | 48.3 | 16.9 | -1.6 | 15.1 | 32.0 | 2.0 | 11.1 | 32.2 | 22.4 | -8.3 | 30.9 | 22.2 | -7.2 | 34.2 | 12.5 | 45.0 | 5.2 | 31.4 | 14.3 | 7.6 | 11.2 | 97.8 | 17.1 | 20.6 | 0.0 |
| SR | NA | -0.27 | -0.36 | 0.26 | 0.31 | 0.61 | NA | 0.74 | -0.48 | 0.11 | 2.25 | 1.17 | -0.16 | 1.1 | 1.67 | 0.11 | 0.61 | 1.94 | 1.39 | -0.31 | 1.6 | 0.89 | -0.62 | 1.4 | 0.41 | 1.96 | 0.21 | 1.69 | 1.96 | 0.79 | 0.17 | 2.93 | 0.59 | 0.79 | NA |
| DD(%) | NA | 5.8 | 32.7 | 32.7 | 32.7 | 32.7 | NA | 43.8 | 32.7 | 17.9 | 13.3 | 10.9 | 20.7 | 6.7 | 10.2 | 16.8 | 15.0 | 8.3 | 13.3 | 26.3 | 12.8 | 13.9 | 18.5 | 12.7 | 23.2 | 14.9 | 19.3 | 10.0 | 3.7 | 5.4 | 43.8 | 14.3 | 35.1 | 22.0 | 0.0 |
| SD(%) | NA | 13.5 | 26.7 | 25.0 | 21.8 | 19.7 | NA | 21.6 | 28.2 | 25.5 | 21.4 | 13.2 | 17.9 | 13.1 | 19.1 | 18.5 | 18.3 | 16.6 | 16.1 | 26.7 | 19.2 | 24.8 | 13.1 | 22.4 | 22.7 | 21.8 | 20.5 | 18.2 | 6.7 | 6.6 | 42.0 | 32.3 | 23.6 | 21.7 | NA |
| TR | NA | -0.32 | -0.25 | 0.19 | 0.19 | 0.44 | NA | 1.38 | -0.29 | 0.02 | 2.77 | 0.28 | -0.16 | -0.62 | -23.66 | 0.25 | 1.58 | -3.08 | 4.8 | 1.11 | -5.46 | 7.99 | -2.48 | -11.42 | 0.29 | -35.93 | -0.29 | 5.44 | -13.92 | -38.21 | 0.51 | 4.28 | 0.86 | 0.71 | NA |
| Alpha(%) | NA | -0.18 | -0.02 | 0.02 | 0.02 | 0.04 | NA | 0.06 | -0.01 | -0.11 | 0.15 | 0.0 | 0.0 | 0.07 | 0.12 | 0.01 | 0.04 | 0.13 | 0.08 | -0.02 | 0.12 | 0.09 | -0.02 | 0.12 | 0.03 | 0.15 | 0.03 | 0.11 | 0.05 | 0.02 | 0.07 | 0.26 | 0.05 | 0.05 | NA |
| Beta(%) | NA | 0.11 | 0.4 | 0.35 | 0.35 | 0.27 | NA | 0.12 | 0.47 | 1.27 | 0.17 | 0.56 | 0.18 | -0.23 | -0.01 | 0.08 | 0.07 | -0.1 | 0.05 | -0.08 | -0.06 | 0.03 | 0.03 | -0.03 | 0.32 | -0.01 | -0.15 | 0.06 | -0.01 | 0.0 | 0.14 | 0.22 | 0.16 | 0.24 | NA |
| RS | NA | 0.02 | 0.13 | 0.13 | 0.13 | 0.06 | NA | 0.01 | 0.16 | 0.43 | 0.08 | 0.28 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.02 | 0.04 | NA |
| SR | NA | -0.31 | -0.47 | 0.35 | 0.41 | 0.83 | NA | 1.02 | -0.62 | 0.16 | 3.16 | 1.65 | -0.22 | 1.49 | 2.43 | 0.14 | 0.84 | 2.86 | 2.01 | -0.41 | 2.28 | 1.27 | -0.77 | 1.91 | 0.58 | 2.82 | 0.29 | 2.47 | 2.93 | 1.14 | 0.23 | 4.28 | 0.76 | 1.04 | NA |
| Yield(%) | N/A | 0.25 | 3.7 | 4.36 | 5.7 | 6.35 | N/A | 5.02 | 3.13 | 4.87 | 4.97 | 8.66 | 7.14 | 11.53 | 2.78 | 5.17 | 8.68 | 6.57 | 4.46 | 0.98 | 1.92 | 2.33 | 2.96 | 6.3 | 8.9 | 8.24 | 0.0 | 3.27 | 5.4 | 5.86 | 5.05 | 4.9 | 2.32 | 3.82 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1996
Strategies
| Asset Strategy | Composite Momentum Scoring |
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