Fidelity All In One Balanced Etf Performance
| FBAL Etf | 13.48 0.08 0.60% |
The etf shows a Beta (market volatility) of 0.26, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity All's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity All is expected to be smaller as well.
Risk-Adjusted Performance
28 of 100
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Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity All in One Balanced are ranked lower than 28 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady technical and fundamental indicators, Fidelity All may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | BlackRock Canada Announces Final October Cash Distributions for the iShares Premium Money Market ETF - GlobeNewswire | 10/25/2024 |
Fidelity |
Fidelity All Relative Risk vs. Return Landscape
If you would invest 1,231 in Fidelity All in One Balanced on September 1, 2024 and sell it today you would earn a total of 117.00 from holding Fidelity All in One Balanced or generate 9.5% return on investment over 90 days. Fidelity All in One Balanced is generating 0.1427% of daily returns and assumes 0.3993% volatility on return distribution over the 90 days horizon. Simply put, 3% of etfs are less volatile than Fidelity, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Fidelity All Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity All's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fidelity All in One Balanced, and traders can use it to determine the average amount a Fidelity All's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3575
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| Cash | FBAL | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.36 actual daily | 28 72% of assets perform better |
Based on monthly moving average Fidelity All is performing at about 28% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fidelity All by adding it to a well-diversified portfolio.
About Fidelity All Performance
By analyzing Fidelity All's fundamental ratios, stakeholders can gain valuable insights into Fidelity All's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fidelity All has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity All has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Fidelity All is entity of Canada. It is traded as Etf on NEO exchange.