Fidelity Income Replacement Fund Manager Performance Evaluation
| FIRSX Fund | USD 57.12 0.14 0.25% |
The fund shows a Beta (market volatility) of 0.24, 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
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Income Replacement are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. 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.
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| Expense Ratio Date | 29th of September 2025 | |
| Expense Ratio | 0.4600 |
Fidelity |
Fidelity Income Relative Risk vs. Return Landscape
If you would invest 5,586 in Fidelity Income Replacement on October 30, 2025 and sell it today you would earn a total of 126.00 from holding Fidelity Income Replacement or generate 2.26% return on investment over 90 days. Fidelity Income Replacement is currently producing 0.0375% returns and takes up 0.2349% volatility of returns over 90 trading days. Put another way, 2% 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
Fairly Valued
Today
Please note that Fidelity Income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Income Repl shows a prevailing Real Value of $56.88 per share. The current price of the fund is $57.12. 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 57.12 | Real 56.88 | Hype 57.12 | Naive 57.06 |
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 Target Price Odds to finish over Current Price
The tendency of Fidelity Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 57.12 | 90 days | 57.12 | about 1.22 |
Based on a normal probability distribution, the odds of Fidelity Income to move above the current price in 90 days from now is about 1.22 (This Fidelity Income Replacement probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Fidelity Income has a beta of 0.24. This usually indicates as returns on the market go up, Fidelity Income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fidelity Income Replacement will be expected to be much smaller as well. Additionally Fidelity Income Replacement has an alpha of 0.0071, implying that it can generate a 0.007138 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Fidelity Income Price Density |
| Price |
Predictive Modules for Fidelity Income
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 Income Repl. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fidelity Income's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Fidelity Income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity Income is not an exception. The market had few large corrections towards the Fidelity Income'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 Income Replacement, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity Income within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.24 | |
σ | Overall volatility | 0.44 | |
Ir | Information ratio | -0.19 |
Fidelity Income Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Fidelity Income for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Income Repl can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Avalanche Gets First US ETF As VanEck Debuts AVAX Fund - Decrypt | |
| The fund retains about 6.22% of its assets under management (AUM) in cash |
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 | 19.08 X | ||||
| Price To Book | 2.29 X | ||||
| Price To Sales | 1.75 X | ||||
| Total Asset | 3.63 M | ||||
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 in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.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.| Latest headline from news.google.com: Avalanche Gets First US ETF As VanEck Debuts AVAX Fund - Decrypt | |
| The fund retains about 6.22% 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.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Income 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 Income security.
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