Fidelity Simplicity Financial Statements From 2010 to 2026
| FMRHXDelisted Fund | USD 11.15 0.00 0.00% |
Check Fidelity Simplicity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fidelity Simplicity's main balance sheet or income statement drivers, such as , as well as many indicators such as . Fidelity financial statements analysis is a perfect complement when working with Fidelity Simplicity Valuation or Volatility modules.
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Fidelity Simplicity Rmd Mutual Fund One Year Return Analysis
Fidelity Simplicity's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fidelity Simplicity One Year Return | 8.32 % |
Most of Fidelity Simplicity's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fidelity Simplicity Rmd is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionFidelity Simplicity One Year Return Component Assessment
Based on the recorded statements, Fidelity Simplicity Rmd has an One Year Return of 8.3225%. This is 124.33% higher than that of the Fidelity Investments family and 17.84% lower than that of the Target-Date 2025 category. The one year return for all United States funds is 100.54% lower than that of the firm.
Fidelity Simplicity Rmd Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Simplicity's current stock value. Our valuation model uses many indicators to compare Fidelity Simplicity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Simplicity competition to find correlations between indicators driving Fidelity Simplicity's intrinsic value. More Info.Fidelity Simplicity Rmd is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 19.48 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Simplicity's earnings, one of the primary drivers of an investment's value.About Fidelity Simplicity Financial Statements
Fidelity Simplicity investors use historical fundamental indicators, such as Fidelity Simplicity's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Fidelity Simplicity. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds to seek to achieve the funds investment objective consistent with a payment strategy to be administered through a complementary systematic withdrawal plan. Fidelity Simplicity is traded on NASDAQ Exchange in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Other Consideration for investing in Fidelity Mutual Fund
If you are still planning to invest in Fidelity Simplicity Rmd check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Fidelity Simplicity's history and understand the potential risks before investing.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |