Fidelity Emerging Markets Fund Manager Performance Evaluation
| FCEM Fund | 10.10 0.08 0.79% |
The fund shows a Beta (market volatility) of 0.28, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Emerging is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Emerging Markets are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Fidelity Emerging is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
...moreFidelity |
Fidelity Emerging Relative Risk vs. Return Landscape
If you would invest 972.00 in Fidelity Emerging Markets on September 1, 2024 and sell it today you would earn a total of 38.00 from holding Fidelity Emerging Markets or generate 3.91% return on investment over 90 days. Fidelity Emerging Markets is generating 0.0699% of daily returns and assumes 1.3631% volatility on return distribution over the 90 days horizon. Simply put, 12% 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. Expected Return |
| Risk |
Fidelity Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Emerging's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fidelity Emerging Markets, and traders can use it to determine the average amount a Fidelity Emerging's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0513
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | FCEM | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.36 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Fidelity Emerging is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fidelity Emerging by adding it to a well-diversified portfolio.
Things to note about Fidelity Emerging Markets performance evaluation
Checking the ongoing alerts about Fidelity Emerging for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fidelity Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fidelity Emerging's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fidelity Emerging's fund performance include:- Analyzing Fidelity Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Emerging's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Emerging's fund. These opinions can provide insight into Fidelity Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA |