Fidelity Preferred Securities Etf Performance
| FPFD Etf | USD 21.70 0.02 0.09% |
The etf shows a Beta (market volatility) of 0.11, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Preferred's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Preferred is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fidelity Preferred Securities has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Fidelity Preferred is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Proactive Strategies - Stock Traders Daily | 01/29/2025 |
2 | Technical Pivots with Risk Controls - Stock Traders Daily | 03/03/2025 |
| In Threey Sharp Ratio | -0.08 |
Fidelity |
Fidelity Preferred Relative Risk vs. Return Landscape
If you would invest 2,167 in Fidelity Preferred Securities on December 6, 2024 and sell it today you would earn a total of 3.00 from holding Fidelity Preferred Securities or generate 0.14% return on investment over 90 days. Fidelity Preferred Securities is currently generating 0.0028% in daily expected returns and assumes 0.2949% 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 Preferred Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Preferred's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fidelity Preferred Securities, and traders can use it to determine the average amount a Fidelity Preferred'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 = 0.0094
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FPFD |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Preferred 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 Preferred by adding Fidelity Preferred to a well-diversified portfolio.
Fidelity Preferred Fundamentals Growth
Fidelity Etf prices reflect investors' perceptions of the future prospects and financial health of Fidelity Preferred, and Fidelity Preferred 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 | 30.67 M | |||
About Fidelity Preferred Performance
By analyzing Fidelity Preferred's fundamental ratios, stakeholders can gain valuable insights into Fidelity Preferred's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fidelity Preferred 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 Preferred 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 the funds assets in preferred securities and other income-producing securities. Fidelity Preferred is traded on BATS Exchange in the United States.| Latest headline from news.google.com: Technical Pivots with Risk Controls - Stock Traders Daily | |
| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Preferred Securities. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Stocks Directory module to find actively traded stocks across global markets.
The market value of Fidelity Preferred 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 Preferred's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Preferred'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 Preferred's market value can be influenced by many factors that don't directly affect Fidelity Preferred'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 Preferred's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Preferred is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Preferred'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.