Fidelity Summer Street Fund Manager Performance Evaluation
| FAPHX Fund | 14.40 0.01 0.07% |
The fund shows a Beta (market volatility) of 0.6, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Summer's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Summer is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Summer Street are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Fidelity Summer is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...moreFidelity |
Fidelity Summer Relative Risk vs. Return Landscape
If you would invest 1,371 in Fidelity Summer Street on November 19, 2025 and sell it today you would earn a total of 69.00 from holding Fidelity Summer Street or generate 5.03% return on investment over 90 days. Fidelity Summer Street is currently producing 0.0834% returns and takes up 0.5559% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Fidelity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Summer Current Valuation
Fairly Valued
Today
Please note that Fidelity Summer's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Summer Street shows a prevailing Real Value of USD14.32 per share. The current price of the fund is USD14.4. We determine the value of Fidelity Summer Street from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fidelity Summer is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Summer's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 14.4 | Real 14.32 | Hype 14.4 |
The intrinsic value of Fidelity Summer's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fidelity Summer's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Fidelity Summer Street helps investors to forecast how Fidelity mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fidelity Summer more accurately as focusing exclusively on Fidelity Summer's fundamentals will not take into account other important factors: Fidelity Summer Target Price Odds to finish over Current Price
The tendency of Fidelity Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.40 | 90 days | 14.40 | nearly 4.78 |
Based on a normal probability distribution, the odds of Fidelity Summer to move above the current price in 90 days from now is nearly 4.78 (This Fidelity Summer Street probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .
Fidelity Summer Price Density |
| Price |
Predictive Modules for Fidelity Summer
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fidelity Summer Street. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Fidelity Summer Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity Summer is not an exception. The market had few large corrections towards the Fidelity Summer's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Fidelity Summer Street, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity Summer within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.60 | |
σ | Overall volatility | 0.18 | |
Ir | Information ratio | -0.03 |
Fidelity Summer Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Fidelity Summer for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Summer Street can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Fidelity Summer Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Summer, and Fidelity Summer fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelity Mutual Fund performance.
About Fidelity Summer Performance
Evaluating Fidelity Summer's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Summer has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity Summer has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its assets in equity securities of companies that FMR believes are working to extend andor improve life expectancy, enhance health and wellness in peoples lives, andor mitigate environmental impacts affecting health and wellness, in each case through the products, services, or technology they provide.Things to note about Fidelity Summer Street performance evaluation
Checking the ongoing alerts about Fidelity Summer for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Summer Street help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Fidelity Summer's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelity Summer's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Summer's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelity Summer's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Summer's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Summer's mutual fund. These opinions can provide insight into Fidelity Summer's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Summer 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 Summer security.
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