Fidelity Limited Term Etf Performance
| FLTB Etf | USD 49.83 0.14 0.28% |
The etf shows a Beta (market volatility) of -0.0028, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Limited are expected to decrease at a much lower rate. During the bear market, Fidelity Limited is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Limited Term are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Fidelity Limited is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Trading Advice - Stock Traders Daily | 09/19/2024 |
2 | Trading With Integrated Risk Controls - Stock Traders Daily | 11/22/2024 |
| In Threey Sharp Ratio | -0.75 |
Fidelity |
Fidelity Limited Relative Risk vs. Return Landscape
If you would invest 4,969 in Fidelity Limited Term on August 28, 2024 and sell it today you would earn a total of 14.00 from holding Fidelity Limited Term or generate 0.28% return on investment over 90 days. Fidelity Limited Term is currently generating 0.0045% in daily expected returns and assumes 0.1145% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% 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 Limited Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Limited's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fidelity Limited Term, and traders can use it to determine the average amount a Fidelity Limited'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 = 0.0395
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FLTB |
Estimated Market Risk
| 0.11 actual daily | 0 100% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Fidelity Limited is performing at about 3% 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 Limited by adding it to a well-diversified portfolio.
Fidelity Limited Fundamentals Growth
Fidelity Etf prices reflect investors' perceptions of the future prospects and financial health of Fidelity Limited, and Fidelity Limited 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.
| Return On Asset | 2.98 | |||
| Profit Margin | 30.33 % | |||
| Operating Margin | 58.90 % | |||
| Current Valuation | 13.81 M | |||
| Shares Outstanding | 2.68 M | |||
| Revenue | 13.93 M | |||
| Cash And Equivalents | 11.55 M | |||
| Cash Per Share | 4.32 X | |||
| Total Debt | 5.39 M | |||
| Cash Flow From Operations | (6.38 M) | |||
| Earnings Per Share | 1.58 X | |||
| Total Asset | 237.71 M | |||
| Retained Earnings | 9.26 M | |||
About Fidelity Limited Performance
By analyzing Fidelity Limited's fundamental ratios, stakeholders can gain valuable insights into Fidelity Limited's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fidelity Limited 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 Limited has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund normally invests at least 80 percent of assets in investment-grade debt securities of all types and repurchase agreements for those securities. Fidelity is traded on NYSEARCA Exchange in the United States.| Fidelity Limited Term currently holds about 11.55 M in cash with (6.38 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 4.32. | |
| Roughly 63.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Trading With Integrated Risk Controls - Stock Traders Daily | |
| The fund retains almost 16.56% 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 Limited Term. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of Fidelity Limited Term 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 Limited's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Limited'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 Limited's market value can be influenced by many factors that don't directly affect Fidelity Limited'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 Limited's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Limited is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Limited'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.