Fidelity Strategic Real Fund Key Fundamental Indicators
| FSIRX Fund | USD 9.16 0.02 0.22% |
As of the 5th of February, Fidelity Strategic shows the Mean Deviation of 0.2784, coefficient of variation of 426.33, and Downside Deviation of 0.4763. Fidelity Strategic Real 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 Strategic'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 Strategic's valuation are provided below:Fidelity Strategic Real 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 Strategic '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 Strategic'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 Strategic.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Fidelity Strategic on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Fidelity Strategic Real or generate 0.0% return on investment in Fidelity Strategic over 90 days. Fidelity Strategic is related to or competes with Franklin Mutual, Ab Global, Alliancebernstein, Doubleline Global, Morningstar Global, Siit Global, and Commonwealth Global. The fund allocates the assets among four general investment categories inflation-protected debt securities, floating rat... More
Fidelity Strategic 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 Strategic'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 Strategic Real upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4763 | |||
| Information Ratio | 0.0544 | |||
| Maximum Drawdown | 1.74 | |||
| Value At Risk | (0.45) | |||
| Potential Upside | 0.4603 |
Fidelity Strategic Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Strategic's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fidelity Strategic's standard deviation. In reality, there are many statistical measures that can use Fidelity Strategic historical prices to predict the future Fidelity Strategic's volatility.| Risk Adjusted Performance | 0.162 | |||
| Jensen Alpha | 0.0645 | |||
| Total Risk Alpha | 0.0474 | |||
| Sortino Ratio | 0.0408 | |||
| Treynor Ratio | 0.4263 |
Fidelity Strategic February 5, 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 | 0.162 | |||
| Market Risk Adjusted Performance | 0.4363 | |||
| Mean Deviation | 0.2784 | |||
| Semi Deviation | 0.2362 | |||
| Downside Deviation | 0.4763 | |||
| Coefficient Of Variation | 426.33 | |||
| Standard Deviation | 0.358 | |||
| Variance | 0.1281 | |||
| Information Ratio | 0.0544 | |||
| Jensen Alpha | 0.0645 | |||
| Total Risk Alpha | 0.0474 | |||
| Sortino Ratio | 0.0408 | |||
| Treynor Ratio | 0.4263 | |||
| Maximum Drawdown | 1.74 | |||
| Value At Risk | (0.45) | |||
| Potential Upside | 0.4603 | |||
| Downside Variance | 0.2269 | |||
| Semi Variance | 0.0558 | |||
| Expected Short fall | (0.33) | |||
| Skewness | (0.96) | |||
| Kurtosis | 1.72 |
Fidelity Strategic Real Backtested Returns
At this stage we consider Fidelity Mutual Fund to be very steady. Fidelity Strategic Real secures Sharpe Ratio (or Efficiency) of 0.24, which denotes the fund had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Fidelity Strategic Real, which you can use to evaluate the volatility of the entity. Please confirm Fidelity Strategic's Downside Deviation of 0.4763, mean deviation of 0.2784, and Coefficient Of Variation of 426.33 to check if the risk estimate we provide is consistent with the expected return of 0.0885%. The fund shows a Beta (market volatility) of 0.17, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Strategic is expected to be smaller as well.
Auto-correlation | 0.71 |
Good predictability
Fidelity Strategic Real has good predictability. Overlapping area represents the amount of predictability between Fidelity Strategic time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th 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 Strategic Real price movement. The serial correlation of 0.71 indicates that around 71.0% of current Fidelity Strategic price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.71 | |
| Spearman Rank Test | 0.64 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Based on the latest financial disclosure, Fidelity Strategic Real has a Price To Sales of 6.97 times. This is much higher than that of the Fidelity Investments family and significantly higher than that of the Allocation--30% to 50% Equity category. The price to sales for all United States funds is notably lower than that of the firm.
Fidelity Strategic Real Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Strategic's current stock value. Our valuation model uses many indicators to compare Fidelity Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Strategic competition to find correlations between indicators driving Fidelity Strategic's intrinsic value. More Info.Fidelity Strategic Real is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Strategic Real is roughly 13.66 . 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 Strategic's earnings, one of the primary drivers of an investment's value.Fidelity Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Strategic's direct or indirect competition against its Price To Sales 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 Strategic could also be used in its relative valuation, which is a method of valuing Fidelity Strategic by comparing valuation metrics of similar companies.Fidelity Strategic is currently under evaluation in price to sales among similar funds.
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Strategic's current stock value. Our valuation model uses many indicators to compare Fidelity Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Strategic competition to find correlations between indicators driving Fidelity Strategic's intrinsic value. More Info.Fidelity Strategic Real is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Strategic Real is roughly 13.66 . 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 Strategic's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Fidelity Strategic
The fund invests 24.63% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (2.49%) , cash (4.26%) and various exotic instruments.Asset allocation divides Fidelity Strategic'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
| Price To Earning | 33.34 X | ||||
| Price To Book | 2.44 X | ||||
| Price To Sales | 6.97 X | ||||
| Total Asset | 928.82 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 4.19 % | ||||
| One Year Return | 13.12 % | ||||
| Three Year Return | 7.20 % | ||||
| Five Year Return | 7.18 % | ||||
| Ten Year Return | 2.25 % | ||||
| Net Asset | 477.57 M | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | 4.26 % | ||||
| Equity Positions Weight | 24.63 % | ||||
| Bond Positions Weight | 2.49 % |
About Fidelity Strategic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Strategic Real's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Strategic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Strategic Real 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 allocates the assets among four general investment categories inflation-protected debt securities, floating rate loans, commodity-linked derivative instruments and related investments, and real estate investment trusts and other real estate related investments. The manager uses a neutral mix of approximately 25 percent inflation-protected debt securities, 25 percent floating rate loans, 30 percent commodity-linked derivative instruments and related investments, and 20 percent REITs and other real estate related investments. The fund invests in domestic and foreign issuers.
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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 Strategic 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 Strategic security.
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