Fidelity Fund Fidelity Fund Manager Performance Evaluation
| FFIDX Fund | USD 95.58 0.03 0.03% |
The fund shows a Beta (market volatility) of -0.0216, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Fund are expected to decrease at a much lower rate. During the bear market, Fidelity Fund is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Fund Fidelity are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Fidelity Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of August 2022 | |
| Expense Ratio | 0.4300 |
Fidelity |
Fidelity Fund Relative Risk vs. Return Landscape
If you would invest 9,113 in Fidelity Fund Fidelity on August 26, 2024 and sell it today you would earn a total of 445.00 from holding Fidelity Fund Fidelity or generate 4.88% return on investment over 90 days. Fidelity Fund Fidelity is currently producing 0.0774% returns and takes up 0.9059% volatility of returns over 90 trading days. Put another way, 8% 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 Fund Current Valuation
Overvalued
Today
Please note that Fidelity Fund's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Fund Fidelity shows a prevailing Real Value of $86.67 per share. The current price of the fund is $95.58. We determine the value of Fidelity Fund Fidelity 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 Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Fund'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 95.58 | Real 86.67 | Hype 95.58 | Naive 94.21 |
The intrinsic value of Fidelity Fund'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 Fund'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 Fund Fidelity 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 Fund more accurately as focusing exclusively on Fidelity Fund's fundamentals will not take into account other important factors: Fidelity Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Fund Fidelity, and traders can use it to determine the average amount a Fidelity Fund'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 = 0.0855
| Best Portfolio | Best Equity | |||
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| Cash | FFIDX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Fidelity Fund is performing at about 6% 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 Fund by adding it to a well-diversified portfolio.
Fidelity Fund Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Fund, and Fidelity Fund 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 Book | 2.48 X | ||||
| Price To Sales | 2.65 X | ||||
| Total Asset | 6.13 B | ||||
About Fidelity Fund Performance
Evaluating Fidelity Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Fund 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 Fund 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 primarily in common stocks. It potentially invests a portion of assets in bonds, including lower-quality debt securities . The fund invests in domestic and foreign issuers. It invests in either growth stocks or value stocks or both.Things to note about Fidelity Fund Fidelity performance evaluation
Checking the ongoing alerts about Fidelity Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Fund Fidelity 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 98.86% of its assets under management (AUM) in equities |
- Analyzing Fidelity Fund'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 Fund's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Fund'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 Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Fund's mutual fund. These opinions can provide insight into Fidelity Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Fund 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 Fund security.
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