Fidelity Income Replacement Manager Performance
| FIRRXDelisted Fund | USD 51.74 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0026, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Income is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fidelity Income Replacement has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fidelity Income 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 September 2022 | |
| Expense Ratio | 0.4700 |
Fidelity |
Fidelity Income Relative Risk vs. Return Landscape
If you would invest 5,362 in Fidelity Income Replacement on November 27, 2024 and sell it today you would lose (188.00) from holding Fidelity Income Replacement or give up 3.51% of portfolio value over 90 days. Fidelity Income Replacement is currently producing negative expected returns and takes up 0.3763% volatility of returns over 90 trading days. Put another way, 3% 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 Income Current Valuation
Overvalued
Today
Please note that Fidelity Income's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Income Repl shows a prevailing Real Value of $48.12 per share. The current price of the fund is $51.74. We determine the value of Fidelity Income Repl 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Income'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 51.74 | Real 48.12 | Hype 51.74 | Naive 51.38 |
The intrinsic value of Fidelity Income'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 Income'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 Income Replacement 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 Income more accurately as focusing exclusively on Fidelity Income's fundamentals will not take into account other important factors: Fidelity Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Income Replacement, and traders can use it to determine the average amount a Fidelity Income'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 = -0.1999
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FIRRX |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Income is not performing at its full potential. However, 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 Income by adding Fidelity Income to a well-diversified portfolio.
Fidelity Income Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Income, and Fidelity Income 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 | 19.06 X | |||
| Price To Book | 2.30 X | |||
| Price To Sales | 1.76 X | |||
About Fidelity Income Performance
Evaluating Fidelity Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Income 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 Income 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 in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds to seek to achieve the funds investment objective consistent with a payment strategy to be administered through a complementary systematic withdrawal plan. Fidelity Simplicity is traded on NASDAQ Exchange in the United States.Things to note about Fidelity Income Repl performance evaluation
Checking the ongoing alerts about Fidelity Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Income Repl help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Income Repl is not yet fully synchronised with the market data | |
| Fidelity Income Repl generated a negative expected return over the last 90 days | |
| Fidelity Income Repl has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 20.55% of its assets under management (AUM) in cash |
- Analyzing Fidelity Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Income's mutual fund. These opinions can provide insight into Fidelity Income's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Other Consideration for investing in Fidelity Mutual Fund
If you are still planning to invest in Fidelity Income Repl check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Fidelity Income's history and understand the potential risks before investing.
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