Fidelity America (Germany) Manager Performance Evaluation
| FJ21 Fund | EUR 16.56 0.11 0.67% |
The fund shows a Beta (market volatility) of 0.67, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity America's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity America is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity America AD are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather weak technical and fundamental indicators, Fidelity America may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreFidelity |
Fidelity America Relative Risk vs. Return Landscape
If you would invest 1,473 in Fidelity America AD on September 4, 2024 and sell it today you would earn a total of 183.00 from holding Fidelity America AD or generate 12.42% return on investment over 90 days. Fidelity America AD is generating 0.1879% of daily returns and assumes 0.9835% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than Fidelity, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fidelity America Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity America's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fidelity America AD, and traders can use it to determine the average amount a Fidelity America'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 = 0.191
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FJ21 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Fidelity America is performing at about 15% 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 America by adding it to a well-diversified portfolio.
About Fidelity America Performance
By analyzing Fidelity America's fundamental ratios, stakeholders can gain valuable insights into Fidelity America's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fidelity America 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 America has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Fidelity America performance evaluation
Checking the ongoing alerts about Fidelity America for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fidelity America help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fidelity America's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fidelity America's fund performance include:- Analyzing Fidelity America'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 America's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity America'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 America's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity America's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity America's fund. These opinions can provide insight into Fidelity America's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Fund
Fidelity America financial ratios help investors to determine whether Fidelity 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 America security.
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