Fidelity Health Savings Fund Net Income
| FHLSX Fund | USD 11.34 0.09 0.80% |
As of the 7th of February, Fidelity Health shows the Downside Deviation of 0.325, coefficient of variation of 709.16, and Mean Deviation of 0.2348. Fidelity Health Savings technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Fidelity Health's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Fidelity Health's valuation are provided below:Fidelity Health Savings does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Fidelity |
Fidelity Health 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Fidelity Health's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Fidelity Health.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Fidelity Health on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding Fidelity Health Savings or generate 0.0% return on investment in Fidelity Health over 90 days. Fidelity Health is related to or competes with Plumb Balanced, Victory Integrity, T Rowe, Consumer Services, T Rowe, Black Oak, and RiverNorth Specialty. The fund is designed to assist investors in saving for future eligible medical expenses More
Fidelity Health Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Fidelity Health's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Fidelity Health Savings upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.325 | |||
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 1.08 | |||
| Value At Risk | (0.53) | |||
| Potential Upside | 0.4617 |
Fidelity Health Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Health's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fidelity Health's standard deviation. In reality, there are many statistical measures that can use Fidelity Health historical prices to predict the future Fidelity Health's volatility.| Risk Adjusted Performance | 0.0969 | |||
| Jensen Alpha | 0.0101 | |||
| Total Risk Alpha | 0.0027 | |||
| Sortino Ratio | (0.15) | |||
| Treynor Ratio | 0.1156 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fidelity Health's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Fidelity Health February 7, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0969 | |||
| Market Risk Adjusted Performance | 0.1256 | |||
| Mean Deviation | 0.2348 | |||
| Semi Deviation | 0.1729 | |||
| Downside Deviation | 0.325 | |||
| Coefficient Of Variation | 709.16 | |||
| Standard Deviation | 0.301 | |||
| Variance | 0.0906 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | 0.0101 | |||
| Total Risk Alpha | 0.0027 | |||
| Sortino Ratio | (0.15) | |||
| Treynor Ratio | 0.1156 | |||
| Maximum Drawdown | 1.08 | |||
| Value At Risk | (0.53) | |||
| Potential Upside | 0.4617 | |||
| Downside Variance | 0.1056 | |||
| Semi Variance | 0.0299 | |||
| Expected Short fall | (0.28) | |||
| Skewness | (0.1) | |||
| Kurtosis | (0.15) |
Fidelity Health Savings Backtested Returns
At this stage we consider Fidelity Mutual Fund to be very steady. Fidelity Health Savings secures Sharpe Ratio (or Efficiency) of 0.16, which denotes the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Fidelity Health Savings, which you can use to evaluate the volatility of the entity. Please confirm Fidelity Health's Mean Deviation of 0.2348, downside deviation of 0.325, and Coefficient Of Variation of 709.16 to check if the risk estimate we provide is consistent with the expected return of 0.0474%. The fund shows a Beta (market volatility) of 0.28, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Health's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Health is expected to be smaller as well.
Auto-correlation | 0.34 |
Below average predictability
Fidelity Health Savings has below average predictability. Overlapping area represents the amount of predictability between Fidelity Health time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Fidelity Health Savings price movement. The serial correlation of 0.34 indicates that nearly 34.0% of current Fidelity Health price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.34 | |
| Spearman Rank Test | 0.38 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Fidelity Health Savings reported net income of 0.0. This indicator is about the same for the Fidelity Investments average (which is currently at 0.0) family and about the same as Allocation--30% to 50% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Health's current stock value. Our valuation model uses many indicators to compare Fidelity Health value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Health competition to find correlations between indicators driving Fidelity Health's intrinsic value. More Info.Fidelity Health Savings is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 61.13 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Health's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Fidelity Health
The fund invests 21.7% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (47.23%) , cash (21.46%) and various exotic instruments.Asset allocation divides Fidelity Health's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Fidelity Fundamentals
| Total Asset | 23.06 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 1.80 % | ||||
| One Year Return | 12.20 % | ||||
| Three Year Return | 8.87 % | ||||
| Five Year Return | 3.60 % | ||||
| Net Asset | 67.71 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 21.46 % | ||||
| Equity Positions Weight | 21.70 % | ||||
| Bond Positions Weight | 47.23 % |
About Fidelity Health Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Health Savings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Health using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Health Savings based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Fidelity Mutual Fund
Fidelity Health financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Health security.
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