Fidelity Managed's market value is the price at which a share of Fidelity Managed trades on a public exchange. It measures the collective expectations of Fidelity Managed Retirement investors about its performance. Fidelity Managed is trading at 59.50 as of the 27th of January 2026; that is 0.12% up since the beginning of the trading day. The fund's open price was 59.43. With this module, you can estimate the performance of a buy and hold strategy of Fidelity Managed Retirement and determine expected loss or profit from investing in Fidelity Managed over a given investment horizon. Check out Fidelity Managed Correlation, Fidelity Managed Volatility and Fidelity Managed Alpha and Beta module to complement your research on Fidelity Managed.
Please note, there is a significant difference between Fidelity Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Managed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Fidelity Managed '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 Managed'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 Managed.
0.00
10/29/2025
No Change 0.00
0.0
In 3 months and 1 day
01/27/2026
0.00
If you would invest 0.00 in Fidelity Managed on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Fidelity Managed Retirement or generate 0.0% return on investment in Fidelity Managed over 90 days. Fidelity Managed is related to or competes with Prudential Qma, Dreyfus Large, Calvert Large, Dunham Large, Virtus Nfj, Avantis Us, and Transamerica Large. The fund invests in a combination of Fidelity U.S More
Fidelity Managed 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 Managed'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 Managed Retirement upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Managed's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fidelity Managed's standard deviation. In reality, there are many statistical measures that can use Fidelity Managed historical prices to predict the future Fidelity Managed's volatility.
At this stage we consider Fidelity Mutual Fund to be very steady. Fidelity Managed Ret secures Sharpe Ratio (or Efficiency) of 0.12, which denotes the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Fidelity Managed Retirement, which you can use to evaluate the volatility of the entity. Please confirm Fidelity Managed's Downside Deviation of 0.2237, mean deviation of 0.1566, and Coefficient Of Variation of 846.69 to check if the risk estimate we provide is consistent with the expected return of 0.025%. The fund shows a Beta (market volatility) of 0.22, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Managed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Managed is expected to be smaller as well.
Auto-correlation
0.05
Virtually no predictability
Fidelity Managed Retirement has virtually no predictability. Overlapping area represents the amount of predictability between Fidelity Managed 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 Managed Ret price movement. The serial correlation of 0.05 indicates that only as little as 5.0% of current Fidelity Managed price fluctuation can be explain by its past prices.
Correlation Coefficient
0.05
Spearman Rank Test
0.18
Residual Average
0.0
Price Variance
0.09
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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 Managed 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 Managed security.