Fidelity Short Duration Fund Key Fundamental Indicators
| FSFHX Fund | USD 8.99 0.01 0.11% |
As of the 4th of February, Fidelity Short shows the Standard Deviation of 0.1247, coefficient of variation of 732.61, and Mean Deviation of 0.0876. Fidelity Short Duration 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 Short'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 Short's valuation are provided below:Fidelity Short Duration 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 Short '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 Short'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 Short.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Fidelity Short on November 6, 2025 and sell it all today you would earn a total of 0.00 from holding Fidelity Short Duration or generate 0.0% return on investment in Fidelity Short over 90 days. Fidelity Short is related to or competes with Chartwell Short, Calvert Short, Ab Select, Barings Active, Goldman Sachs, Maryland Short-term, and Astor Long/short. The fund normally invests primarily in income producing debt securities, preferred stocks, and convertible securities, w... More
Fidelity Short 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 Short'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 Short Duration upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1444 | |||
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 0.6749 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.225 |
Fidelity Short Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Short's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fidelity Short's standard deviation. In reality, there are many statistical measures that can use Fidelity Short historical prices to predict the future Fidelity Short's volatility.| Risk Adjusted Performance | 0.0514 | |||
| Jensen Alpha | 0.0036 | |||
| Total Risk Alpha | (0.0003) | |||
| Sortino Ratio | (0.25) | |||
| Treynor Ratio | 0.0889 |
Fidelity Short February 4, 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 | 0.0514 | |||
| Market Risk Adjusted Performance | 0.0989 | |||
| Mean Deviation | 0.0876 | |||
| Downside Deviation | 0.1444 | |||
| Coefficient Of Variation | 732.61 | |||
| Standard Deviation | 0.1247 | |||
| Variance | 0.0156 | |||
| Information Ratio | (0.29) | |||
| Jensen Alpha | 0.0036 | |||
| Total Risk Alpha | (0.0003) | |||
| Sortino Ratio | (0.25) | |||
| Treynor Ratio | 0.0889 | |||
| Maximum Drawdown | 0.6749 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.225 | |||
| Downside Variance | 0.0209 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.15) | |||
| Skewness | 1.01 | |||
| Kurtosis | 3.03 |
Fidelity Short Duration Backtested Returns
At this stage we consider Fidelity Mutual Fund to be very steady. Fidelity Short Duration secures Sharpe Ratio (or Efficiency) of 0.17, which denotes the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Fidelity Short Duration, which you can use to evaluate the volatility of the entity. Please confirm Fidelity Short's Mean Deviation of 0.0876, coefficient of variation of 732.61, and Standard Deviation of 0.1247 to check if the risk estimate we provide is consistent with the expected return of 0.0187%. The fund shows a Beta (market volatility) of 0.079, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Short is expected to be smaller as well.
Auto-correlation | 0.30 |
Below average predictability
Fidelity Short Duration has below average predictability. Overlapping area represents the amount of predictability between Fidelity Short time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th 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 Short Duration price movement. The serial correlation of 0.3 indicates that nearly 30.0% of current Fidelity Short price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.3 | |
| Spearman Rank Test | 0.51 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Fidelity Short Duration has an One Year Return of 7.6669%. This is 106.65% higher than that of the Fidelity Investments family and significantly higher than that of the High Yield Bond category. The one year return for all United States funds is notably lower than that of the firm.
Fidelity Short Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Short's current stock value. Our valuation model uses many indicators to compare Fidelity Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Short competition to find correlations between indicators driving Fidelity Short's intrinsic value. More Info.Fidelity Short Duration 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 10.65 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 Short's earnings, one of the primary drivers of an investment's value.Fidelity One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Short's direct or indirect competition against its One 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 Short could also be used in its relative valuation, which is a method of valuing Fidelity Short by comparing valuation metrics of similar companies.Fidelity Short is currently under evaluation in one year return among similar funds.
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Short's current stock value. Our valuation model uses many indicators to compare Fidelity Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Short competition to find correlations between indicators driving Fidelity Short's intrinsic value. More Info.Fidelity Short Duration 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 10.65 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 Short's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Fidelity Short
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash and bonds.Asset allocation divides Fidelity Short'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 | 120.49 M | |||
| Annual Yield | 0.07 % | |||
| Year To Date Return | 0.78 % | |||
| One Year Return | 7.67 % | |||
| Three Year Return | 8.10 % | |||
| Five Year Return | 4.62 % | |||
| Net Asset | 118.14 M | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 7.34 % | |||
| Equity Positions Weight | 0.21 % | |||
| Bond Positions Weight | 9.40 % |
About Fidelity Short Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Short Duration's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Short Duration 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.The fund normally invests primarily in income producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities. It normally invests primarily in securities rated BB or B by Standard Poors , Ba or B by Moodys Investors Service , comparably rated by at least one nationally recognized credit rating agency, or, if unrated, considered by Fidelity Management Research Company to be of comparable quality. The fund normally maintains a duration of three years or less.
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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 Short 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 Short security.
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