Fidelity Advisor Series Fund Three Year Return
FMFMX Fund | USD 20.44 0.02 0.1% |
Fidelity Advisor Series fundamentals help investors to digest information that contributes to Fidelity Advisor's financial success or failures. It also enables traders to predict the movement of Fidelity Mutual Fund. The fundamental analysis module provides a way to measure Fidelity Advisor's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fidelity Advisor mutual fund.
Fidelity |
Fidelity Advisor Series Mutual Fund Three Year Return Analysis
Fidelity Advisor's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fidelity Advisor Three Year Return | 10.89 % |
Most of Fidelity Advisor's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fidelity Advisor Series is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition |
Fidelity Advisor Three Year Return Component Assessment
Based on the latest financial disclosure, Fidelity Advisor Series has a Three Year Return of 10.8898%. This is 144.17% higher than that of the Fidelity Investments family and 7.82% higher than that of the Large Growth category. The three year return for all United States funds is notably lower than that of the firm.
Fidelity Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Advisor's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fidelity Advisor could also be used in its relative valuation, which is a method of valuing Fidelity Advisor by comparing valuation metrics of similar companies.Fidelity Advisor is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Fidelity Advisor
The fund consists of 97.31% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Fidelity Advisor'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 to buy 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 buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fidelity Fundamentals
Price To Earning | 25.16 X | ||||
Price To Book | 4.14 X | ||||
Price To Sales | 3.30 X | ||||
Annual Yield | 0.01 % | ||||
Year To Date Return | 31.70 % | ||||
One Year Return | 38.11 % | ||||
Three Year Return | 10.89 % | ||||
Five Year Return | 21.20 % | ||||
Net Asset | 1.05 B | ||||
Last Dividend Paid | 0.02 | ||||
Cash Position Weight | 2.27 % | ||||
Equity Positions Weight | 97.31 % |
About Fidelity Advisor Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Advisor Series's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Advisor using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Advisor Series 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.
Also Currently Popular
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 Advisor 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 Advisor security.
Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
Stocks Directory Find actively traded stocks across global markets |