Fidelity Advisor Leveraged Fund Manager Performance Evaluation
| FLEMX Fund | 41.95 0.26 0.62% |
The fund shows a Beta (market volatility) of 0.89, which means possible diversification benefits within a given portfolio. Fidelity Advisor returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Advisor is expected to follow.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Advisor Leveraged are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Fidelity Advisor may actually be approaching a critical reversion point that can send shares even higher in February 2025.
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Fidelity Advisor Relative Risk vs. Return Landscape
If you would invest 3,939 in Fidelity Advisor Leveraged on October 26, 2024 and sell it today you would earn a total of 256.00 from holding Fidelity Advisor Leveraged or generate 6.5% return on investment over 90 days. Fidelity Advisor Leveraged is currently producing 0.1127% returns and takes up 1.2525% volatility of returns over 90 trading days. Put another way, 11% 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 Advisor Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Advisor's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Advisor Leveraged, and traders can use it to determine the average amount a Fidelity Advisor'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 = 0.09
| Best Portfolio | Best Equity | |||
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| Cash | FLEMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Fidelity Advisor is performing at about 7% 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 Advisor by adding it to a well-diversified portfolio.
Things to note about Fidelity Advisor Lev performance evaluation
Checking the ongoing alerts about Fidelity Advisor for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Advisor Lev help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Fidelity Advisor's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fidelity Advisor's mutual fund performance include:- Analyzing Fidelity Advisor'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 Advisor's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Advisor'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 Advisor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Advisor's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Advisor's mutual fund. These opinions can provide insight into Fidelity Advisor's potential for growth and whether the stock is currently undervalued or overvalued.
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