Fidelity Value Discovery Fund Market Value
| FVDFX Fund | USD 40.76 0.14 0.34% |
| Symbol | Fidelity |
Fidelity Value '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 Value'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 Value.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Fidelity Value on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Fidelity Value Discovery or generate 0.0% return on investment in Fidelity Value over 90 days. Fidelity Value is related to or competes with Defense And, Fidelity Real, Jpmorgan Smartretirement, American Beacon, Doubleline Shiller, Cohen, and Franklin Balanced. It invests in securities of companies that Fidelity Management Research Company believes are undervalued in the marketpl... More
Fidelity Value 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 Value'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 Value Discovery upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6016 | |||
| Information Ratio | 0.1814 | |||
| Maximum Drawdown | 3.39 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 1.32 |
Fidelity Value Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Value's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fidelity Value's standard deviation. In reality, there are many statistical measures that can use Fidelity Value historical prices to predict the future Fidelity Value's volatility.| Risk Adjusted Performance | 0.2056 | |||
| Jensen Alpha | 0.1695 | |||
| Total Risk Alpha | 0.1278 | |||
| Sortino Ratio | 0.2009 | |||
| Treynor Ratio | (1.26) |
Fidelity Value February 17, 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 | 0.2056 | |||
| Market Risk Adjusted Performance | (1.25) | |||
| Mean Deviation | 0.5086 | |||
| Semi Deviation | 0.3022 | |||
| Downside Deviation | 0.6016 | |||
| Coefficient Of Variation | 383.08 | |||
| Standard Deviation | 0.6661 | |||
| Variance | 0.4437 | |||
| Information Ratio | 0.1814 | |||
| Jensen Alpha | 0.1695 | |||
| Total Risk Alpha | 0.1278 | |||
| Sortino Ratio | 0.2009 | |||
| Treynor Ratio | (1.26) | |||
| Maximum Drawdown | 3.39 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 1.32 | |||
| Downside Variance | 0.3619 | |||
| Semi Variance | 0.0913 | |||
| Expected Short fall | (0.64) | |||
| Skewness | 0.058 | |||
| Kurtosis | 0.4206 |
Fidelity Value Discovery Backtested Returns
At this stage we consider Fidelity Mutual Fund to be very steady. Fidelity Value Discovery 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-six technical indicators for Fidelity Value Discovery, which you can use to evaluate the volatility of the entity. Please confirm Fidelity Value's Mean Deviation of 0.5086, coefficient of variation of 383.08, and Downside Deviation of 0.6016 to check if the risk estimate we provide is consistent with the expected return of 0.17%. The fund shows a Beta (market volatility) of -0.13, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Value are expected to decrease at a much lower rate. During the bear market, Fidelity Value is likely to outperform the market.
Auto-correlation | 0.83 |
Very good predictability
Fidelity Value Discovery has very good predictability. Overlapping area represents the amount of predictability between Fidelity Value time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th 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 Value Discovery price movement. The serial correlation of 0.83 indicates that around 83.0% of current Fidelity Value price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.83 | |
| Spearman Rank Test | 0.88 | |
| Residual Average | 0.0 | |
| Price Variance | 0.4 |
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 Value 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 Value security.
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