Fidelity Total Bond Etf Performance
| FBND Etf | USD 45.72 0.14 0.31% |
The etf shows a Beta (market volatility) of -0.0338, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Total are expected to decrease at a much lower rate. During the bear market, Fidelity Total is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Fidelity Total Bond has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Fidelity Total is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Fidelity Total Bond ETF Shares Bought by Concourse Financial Group Securities Inc. | 10/15/2024 |
2 | Sentinel Pension Advisors Inc. Purchases 12,304 Shares of Fidelity Total Bond ETF | 10/16/2024 |
3 | IRON Financial LLC Cuts Position in Fidelity Total Bond ETF | 10/31/2024 |
4 | Presidio Capital Management LLC Lowers Position in Fidelity Total Bond ETF | 11/08/2024 |
5 | Ashton Thomas Private Wealth LLC Raises Position in Fidelity Total Bond ETF | 11/13/2024 |
6 | Investment Analysis - Stock Traders Daily | 11/22/2024 |
| In Threey Sharp Ratio | -0.66 |
Fidelity |
Fidelity Total Relative Risk vs. Return Landscape
If you would invest 4,599 in Fidelity Total Bond on August 31, 2024 and sell it today you would lose (27.00) from holding Fidelity Total Bond or give up 0.59% of portfolio value over 90 days. Fidelity Total Bond is currently does not generate positive expected returns and assumes 0.2959% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than Fidelity, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Fidelity Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Total's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fidelity Total Bond, and traders can use it to determine the average amount a Fidelity Total'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 = -0.0301
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FBND |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Total is not performing at its full potential. However, 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 Total by adding Fidelity Total to a well-diversified portfolio.
Fidelity Total Fundamentals Growth
Fidelity Etf prices reflect investors' perceptions of the future prospects and financial health of Fidelity Total, and Fidelity Total fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelity Etf performance.
| Total Asset | 2.16 B | |||
About Fidelity Total Performance
By analyzing Fidelity Total's fundamental ratios, stakeholders can gain valuable insights into Fidelity Total's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fidelity Total 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 Total has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Normally, the fund invests at least 80 percent of assets in debt securities of all types and repurchase agreements for those securities. Fidelity Total is traded on NYSEARCA Exchange in the United States.| Fidelity Total Bond generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Investment Analysis - Stock Traders Daily | |
| The fund created three year return of -1.0% | |
| Fidelity Total Bond retains about 11.33% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Total Bond. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of Fidelity Total Bond 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 Total's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Total'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 Total's market value can be influenced by many factors that don't directly affect Fidelity Total'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 Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Total'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.