Fidelity China Region Fund Manager Performance Evaluation
| FCHKX Fund | USD 36.44 0.34 0.94% |
The fund shows a Beta (market volatility) of 0.41, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity China's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity China 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 China Region are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Fidelity China may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.9400 |
Fidelity |
Fidelity China Relative Risk vs. Return Landscape
If you would invest 3,441 in Fidelity China Region on August 30, 2024 and sell it today you would earn a total of 203.00 from holding Fidelity China Region or generate 5.9% return on investment over 90 days. Fidelity China Region is currently producing 0.1052% returns and takes up 1.7875% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Fidelity, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity China Current Valuation
Fairly Valued
Today
Please note that Fidelity China's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity China Region shows a prevailing Real Value of $36.67 per share. The current price of the fund is $36.44. We determine the value of Fidelity China Region 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 China is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity China'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 36.44 | Real 36.67 | Hype 36.44 |
The intrinsic value of Fidelity China'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 China'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 China Region 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 China more accurately as focusing exclusively on Fidelity China's fundamentals will not take into account other important factors: Fidelity China Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity China's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity China Region, and traders can use it to determine the average amount a Fidelity China'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 = 0.0589
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | FCHKX | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.79 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Fidelity China 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 China by adding it to a well-diversified portfolio.
Fidelity China Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity China, and Fidelity China 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.
| Price To Earning | 13.59 X | ||||
| Price To Book | 1.47 X | ||||
| Price To Sales | 1.08 X | ||||
| Total Asset | 1.19 B | ||||
About Fidelity China Performance
Evaluating Fidelity China's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity China 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 China 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 normally invests at least 80 percent of assets in securities of Hong Kong, Taiwanese, and Chinese issuers and other investments that are tied economically to the China region. It normally invests primarily in common stocks. The fund allocates investments across different China region countries. It invests up to 35 percent of total assets in any industry that accounts for more than 20 percent of the Hong Kong, Taiwanese, and Chinese market. The fund uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.Things to note about Fidelity China Region performance evaluation
Checking the ongoing alerts about Fidelity China for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity China Region help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| Fidelity China Region retains 94.99% of its assets under management (AUM) in equities |
- Analyzing Fidelity China'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 China's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity China'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 China's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity China's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity China's mutual fund. These opinions can provide insight into Fidelity China's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity China 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 China security.
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