Fidelity Investment Grade Etf Key Fundamental Indicators
| FSEC Etf | USD 44.79 0.24 0.54% |
As of the 14th of February 2026, Fidelity Investment shows the Coefficient Of Variation of 470.08, mean deviation of 0.1608, and Standard Deviation of 0.2014. Fidelity Investment Grade 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 Investment'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 Investment's valuation are provided below:Fidelity Investment Grade 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 | Build AI portfolio with Fidelity Etf |
Investors evaluate Fidelity Investment Grade using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Fidelity Investment's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Fidelity Investment's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between Fidelity Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Fidelity Investment's market price signifies the transaction level at which participants voluntarily complete trades.
Fidelity Investment '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 Investment's etf 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 Investment.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Fidelity Investment on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Fidelity Investment Grade or generate 0.0% return on investment in Fidelity Investment over 90 days. Fidelity Investment is related to or competes with IShares Medical, JPMorgan Active, SPDR SP, Fidelity Advisor, IShares ESG, Invesco BulletShares, and IShares Financials. The fund normally invests at least 80 percent of assets in investment-grade securitized debt securities and repurchase a... More
Fidelity Investment 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 Investment's etf 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 Investment Grade upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1603 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 0.7042 | |||
| Value At Risk | (0.25) | |||
| Potential Upside | 0.4066 |
Fidelity Investment Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Investment's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fidelity Investment's standard deviation. In reality, there are many statistical measures that can use Fidelity Investment historical prices to predict the future Fidelity Investment's volatility.| Risk Adjusted Performance | 0.1416 | |||
| Jensen Alpha | 0.0324 | |||
| Total Risk Alpha | 0.0179 | |||
| Sortino Ratio | (0.17) | |||
| Treynor Ratio | 4.16 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fidelity Investment'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 Investment February 14, 2026 Technical Indicators
| Cycle Indicators | ||
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| Overlap Studies | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1416 | |||
| Market Risk Adjusted Performance | 4.17 | |||
| Mean Deviation | 0.1608 | |||
| Downside Deviation | 0.1603 | |||
| Coefficient Of Variation | 470.08 | |||
| Standard Deviation | 0.2014 | |||
| Variance | 0.0406 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | 0.0324 | |||
| Total Risk Alpha | 0.0179 | |||
| Sortino Ratio | (0.17) | |||
| Treynor Ratio | 4.16 | |||
| Maximum Drawdown | 0.7042 | |||
| Value At Risk | (0.25) | |||
| Potential Upside | 0.4066 | |||
| Downside Variance | 0.0257 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.19) | |||
| Skewness | 0.6044 | |||
| Kurtosis | 0.0047 |
Fidelity Investment Grade Backtested Returns
At this point, Fidelity Investment is very steady. Fidelity Investment Grade secures Sharpe Ratio (or Efficiency) of 0.21, which denotes the etf had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Fidelity Investment Grade, which you can use to evaluate the volatility of the entity. Please confirm Fidelity Investment's Coefficient Of Variation of 470.08, mean deviation of 0.1608, and Standard Deviation of 0.2014 to check if the risk estimate we provide is consistent with the expected return of 0.0428%. The etf shows a Beta (market volatility) of 0.0079, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Investment is expected to be smaller as well.
Auto-correlation | 0.72 |
Good predictability
Fidelity Investment Grade has good predictability. Overlapping area represents the amount of predictability between Fidelity Investment time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th 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 Investment Grade price movement. The serial correlation of 0.72 indicates that around 72.0% of current Fidelity Investment price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.72 | |
| Spearman Rank Test | 0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Fidelity Investment Grade has a Beta of 1.12. This is much higher than that of the Fidelity Investments family and significantly higher than that of the Securitized Bond - Diversified category. The beta for all United States etfs is notably lower than that of the firm.
Fidelity Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Investment's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Fidelity Investment could also be used in its relative valuation, which is a method of valuing Fidelity Investment by comparing valuation metrics of similar companies.Fidelity Investment is currently under evaluation in beta as compared to similar ETFs.
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Investment's current stock value. Our valuation model uses many indicators to compare Fidelity Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Investment competition to find correlations between indicators driving Fidelity Investment's intrinsic value. More Info.Fidelity Investment Grade is one of the top ETFs in beta as compared to similar ETFs. It also is one of the top ETFs in one year return as compared to similar ETFs reporting about 8.57 of One Year Return per Beta. 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 Investment's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Fidelity Investment
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds.Asset allocation divides Fidelity Investment'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 Investment returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Investment is expected to follow.
Fidelity Fundamentals
| Beta | 1.12 | |||
| Total Asset | 3.07 M | |||
| One Year Return | 9.60 % | |||
| Three Year Return | 5.10 % | |||
| Net Asset | 3.07 M | |||
| Bond Positions Weight | 11.53 % |
About Fidelity Investment Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Investment Grade's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Investment Grade based on its fundamental data. In general, a quantitative approach, as applied to this etf, 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.The fund normally invests at least 80 percent of assets in investment-grade securitized debt securities and repurchase agreements for those securities. Fidelity Investment is traded on NYSEARCA Exchange in the United States.
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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.When determining whether Fidelity Investment Grade offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Fidelity Investment's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Fidelity Investment Grade Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Fidelity Investment Grade Etf:Check out You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
Investors evaluate Fidelity Investment Grade using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Fidelity Investment's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Fidelity Investment's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between Fidelity Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Fidelity Investment's market price signifies the transaction level at which participants voluntarily complete trades.