Fidelity Investment Grade Fund Market Value
| FGBCX Fund | USD 7.37 0.01 0.14% |
| Symbol | Fidelity |
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 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 Investment.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Fidelity Investment on November 21, 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 Lord Abbett, Miller Convertible, Lazard Funds, Fidelity Sai, and Virtus Convertible. The fund normally invests at least 80 percent of assets in investment-grade debt securities of all types and repurchase ... 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 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 Investment Grade upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2005 | |||
| Information Ratio | (0.18) | |||
| Maximum Drawdown | 0.684 | |||
| Value At Risk | (0.27) | |||
| Potential Upside | 0.2747 |
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 | 0.0308 | |||
| Jensen Alpha | 0.0032 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.16) | |||
| Treynor Ratio | 0.1192 |
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 19, 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 | 0.0308 | |||
| Market Risk Adjusted Performance | 0.1292 | |||
| Mean Deviation | 0.1385 | |||
| Semi Deviation | 0.0782 | |||
| Downside Deviation | 0.2005 | |||
| Coefficient Of Variation | 1198.78 | |||
| Standard Deviation | 0.1752 | |||
| Variance | 0.0307 | |||
| Information Ratio | (0.18) | |||
| Jensen Alpha | 0.0032 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.16) | |||
| Treynor Ratio | 0.1192 | |||
| Maximum Drawdown | 0.684 | |||
| Value At Risk | (0.27) | |||
| Potential Upside | 0.2747 | |||
| Downside Variance | 0.0402 | |||
| Semi Variance | 0.0061 | |||
| Expected Short fall | (0.20) | |||
| Skewness | 0.0693 | |||
| Kurtosis | (0.28) |
Fidelity Investment Grade Backtested Returns
At this stage we consider Fidelity Mutual Fund to be very steady. Fidelity Investment Grade secures Sharpe Ratio (or Efficiency) of 0.0935, which denotes the fund had a 0.0935 % return per unit of risk over the last 3 months. We have found twenty-seven 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 1198.78, downside deviation of 0.2005, and Mean Deviation of 0.1385 to check if the risk estimate we provide is consistent with the expected return of 0.0163%. The fund shows a Beta (market volatility) of 0.0387, 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 | 0.32 |
Below average predictability
Fidelity Investment Grade has below average predictability. Overlapping area represents the amount of predictability between Fidelity Investment time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th 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 0.32 indicates that nearly 32.0% of current Fidelity Investment price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.32 | |
| Spearman Rank Test | -0.01 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 Investment 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 Investment security.
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