Fidelity Limited Term Fund Fundamentals
| FSTFX Fund | USD 10.66 0.01 0.09% |
As of the 27th of January, Fidelity Limited shows the Standard Deviation of 0.0708, mean deviation of 0.0454, and Variance of 0.005. Fidelity Limited Term 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 Limited'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 Limited's valuation are provided below:Fidelity Limited Term 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 Limited '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 Limited'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 Limited.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Fidelity Limited on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Fidelity Limited Term or generate 0.0% return on investment in Fidelity Limited over 90 days. Fidelity Limited is related to or competes with Nuveen Dividend, Nuveen Amt, Optimum Fixed, Eaton Vance, Fidelity Advisor, Western Asset, and Pimco Corporate. The fund normally invests at least 80 percent of assets in investment-grade municipal securities whose interest is exemp... More
Fidelity Limited 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 Limited'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 Limited Term upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.88) | |||
| Maximum Drawdown | 0.3788 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.0948 |
Fidelity Limited Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Limited's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fidelity Limited's standard deviation. In reality, there are many statistical measures that can use Fidelity Limited historical prices to predict the future Fidelity Limited's volatility.| Risk Adjusted Performance | 0.099 | |||
| Jensen Alpha | 0.0088 | |||
| Total Risk Alpha | 0.0017 | |||
| Treynor Ratio | (3.30) |
Fidelity Limited January 27, 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 | 0.099 | |||
| Market Risk Adjusted Performance | (3.29) | |||
| Mean Deviation | 0.0454 | |||
| Coefficient Of Variation | 380.95 | |||
| Standard Deviation | 0.0708 | |||
| Variance | 0.005 | |||
| Information Ratio | (0.88) | |||
| Jensen Alpha | 0.0088 | |||
| Total Risk Alpha | 0.0017 | |||
| Treynor Ratio | (3.30) | |||
| Maximum Drawdown | 0.3788 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.0948 | |||
| Skewness | 1.88 | |||
| Kurtosis | 5.55 |
Fidelity Limited Term Backtested Returns
At this stage we consider Fidelity Mutual Fund to be very steady. Fidelity Limited Term secures Sharpe Ratio (or Efficiency) of 0.26, which denotes the fund had a 0.26 % return per unit of risk over the last 3 months. We have found twenty-two technical indicators for Fidelity Limited Term, which you can use to evaluate the volatility of the entity. Please confirm Fidelity Limited's Standard Deviation of 0.0708, mean deviation of 0.0454, and Variance of 0.005 to check if the risk estimate we provide is consistent with the expected return of 0.0189%. The fund shows a Beta (market volatility) of -0.0026, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Limited are expected to decrease at a much lower rate. During the bear market, Fidelity Limited is likely to outperform the market.
Auto-correlation | 0.59 |
Modest predictability
Fidelity Limited Term has modest predictability. Overlapping area represents the amount of predictability between Fidelity Limited time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 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 Limited Term price movement. The serial correlation of 0.59 indicates that roughly 59.0% of current Fidelity Limited price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.59 | |
| Spearman Rank Test | 0.8 | |
| 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 Limited Term has an One Year Return of 5.1062%. This is 37.63% higher than that of the Fidelity Investments family and significantly higher than that of the Muni National Short category. The one year return for all United States funds is notably lower than that of the firm.
Fidelity Limited Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Limited's current stock value. Our valuation model uses many indicators to compare Fidelity Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Limited competition to find correlations between indicators driving Fidelity Limited's intrinsic value. More Info.Fidelity Limited Term 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 21.13 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 Limited'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 Limited'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 Limited could also be used in its relative valuation, which is a method of valuing Fidelity Limited by comparing valuation metrics of similar companies.Fidelity Limited 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 Limited's current stock value. Our valuation model uses many indicators to compare Fidelity Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Limited competition to find correlations between indicators driving Fidelity Limited's intrinsic value. More Info.Fidelity Limited Term 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 21.13 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 Limited's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Fidelity Limited
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Fidelity Limited'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
| Total Asset | 1.86 B | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 0.48 % | |||
| One Year Return | 5.11 % | |||
| Three Year Return | 3.39 % | |||
| Five Year Return | 1.35 % | |||
| Ten Year Return | 1.85 % | |||
| Net Asset | 2.84 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 3.14 % | |||
| Bond Positions Weight | 0.49 % |
About Fidelity Limited Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Limited Term's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Limited using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Limited Term 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 at least 80 percent of assets in investment-grade municipal securities whose interest is exempt from federal income tax. Fidelity Limited is traded on NASDAQ 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.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Limited 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 Limited security.
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