Fidelity Short Duration Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of -0.0061, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Short are expected to decrease at a much lower rate. During the bear market, Fidelity Short is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Short Duration are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Fidelity Short 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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Fidelity Short Relative Risk vs. Return Landscape
If you would invest 886.00 in Fidelity Short Duration on November 29, 2025 and sell it today you would earn a total of 13.00 from holding Fidelity Short Duration or generate 1.47% return on investment over 90 days. Fidelity Short Duration is currently producing 0.0243% returns and takes up 0.1221% volatility of returns over 90 trading days. Put another way, 1% 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 |
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Fidelity Short 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 Short for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Short Duration can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Fidelity Short is not yet fully synchronised with the market data | |
| Fidelity Short has some characteristics of a very speculative penny stock | |
| The fund retains about 7.34% of its assets under management (AUM) in cash |
Fidelity Short Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Short, and Fidelity Short 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.
| Total Asset | 122.36 M | ||||
About Fidelity Short Performance
Evaluating Fidelity Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Short 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 Short 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 income producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities. Fidelity Advisor is traded on NASDAQ Exchange in the United States.Things to note about Fidelity Short Duration performance evaluation
Checking the ongoing alerts about Fidelity Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Short Duration 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 about 7.34% of its assets under management (AUM) in cash |
- Analyzing Fidelity Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Short's mutual fund. These opinions can provide insight into Fidelity Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Short 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 Short security.
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