Fidelity Value Financials
| FVAL Etf | USD 63.95 0.26 0.41% |
Net Expense Ratio 0.0015 | 3 y Sharp Ratio 0.33 |
Fidelity |
The data published in Fidelity Value's official financial statements typically reflect Fidelity Value's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Fidelity Value's quantitative information. For example, before you start analyzing numbers published by Fidelity accountants, it's essential to understand Fidelity Value's liquidity, profitability, and earnings quality within the context of the Fidelity Investments space in which it operates.
Fidelity Value Etf Summary
Fidelity Value competes with Fidelity Quality, Fidelity Momentum, Fidelity Low, Fidelity Dividend, and Fidelity High. The fund normally invests at least 80 percent of assets in securities included in the Fidelity U.S. Fidelity Value is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US3160927824 |
| CUSIP | 316092782 |
| Region | North America |
| Investment Issuer | Fidelity |
| Etf Family | Fidelity Investments |
| Fund Category | Size and Style |
| Portfolio Concentration | Large Cap |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
Fidelity Value Key Financial Ratios
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Value's current stock value. Our valuation model uses many indicators to compare Fidelity Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Value competition to find correlations between indicators driving Fidelity Value's intrinsic value. More Info.Fidelity Value Factor is rated # 2 ETF in price to earning as compared to similar ETFs. It also is rated # 2 ETF in price to book as compared to similar ETFs fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Value Factor is roughly 7.34 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Fidelity Value by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Fidelity Value Factor Systematic Risk
Fidelity Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Value volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Fidelity Value Factor correlated with the market. If Beta is less than 0 Fidelity Value generally moves in the opposite direction as compared to the market. If Fidelity Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Value Factor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Value is generally in the same direction as the market. If Beta > 1 Fidelity Value moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Value Thematic Clasifications
Fidelity Value Factor is part of several thematic ideas from Size And Style ETFs to Large Cap ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasFidelity Value November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Value Factor. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Value Factor based on widely used predictive technical indicators. In general, we focus on analyzing Fidelity Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fidelity Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7346 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 4.26 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 0.8966 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Value Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
The market value of Fidelity Value Factor is measured differently than its book value, which is the value of Fidelity that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelity Value's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Value's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fidelity Value's market value can be influenced by many factors that don't directly affect Fidelity Value's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fidelity Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.