Fidelity American Equity Fund Manager Performance Evaluation

Fidelity American Relative Risk vs. Return Landscape

If you would invest  979.00  in Fidelity American Equity on November 29, 2025 and sell it today you would earn a total of  6.00  from holding Fidelity American Equity or generate 0.61% return on investment over 90 days. Fidelity American Equity is generating 0.0322% of daily returns and assumes 0.5942% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than Fidelity, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.Assuming the 90 days trading horizon Fidelity American is expected to generate 2.45 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.26 times less risky than the market. It trades about 0.05 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 of returns per unit of risk over similar time horizon.

Fidelity American Target Price Odds to finish over Current Price

Assuming the 90 days trading horizon Fidelity American has a beta of 0.084. This usually indicates as returns on the market go up, Fidelity American average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fidelity American Equity will be expected to be much smaller as well. Additionally Fidelity American Equity has an alpha of 0.0145, implying that it can generate a 0.0145 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).

Predictive Modules for Fidelity American

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 American Equity. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the 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 American Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity American is not an exception. The market had few large corrections towards the Fidelity American'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 American Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity American within the framework of very fundamental risk indicators.