Telecommunications Portfolio Fidelity Fund Manager Performance Evaluation
| FTUAX Fund | USD 57.46 0.29 0.51% |
The entity has a beta of 0.13, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Telecommunications' returns are expected to increase less than the market. However, during the bear market, the loss of holding Telecommunications is expected to be smaller as well.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Telecommunications Portfolio Fidelity are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Telecommunications showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.0500 |
Telecommunications |
Telecommunications Relative Risk vs. Return Landscape
If you would invest 5,062 in Telecommunications Portfolio Fidelity on September 1, 2024 and sell it today you would earn a total of 684.00 from holding Telecommunications Portfolio Fidelity or generate 13.51% return on investment over 90 days. Telecommunications Portfolio Fidelity is currently producing 0.2052% returns and takes up 0.8823% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Telecommunications, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Telecommunications Current Valuation
Fairly Valued
Today
Please note that Telecommunications' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Telecommunications has a current Real Value of $58.61 per share. The regular price of the fund is $57.46. We determine the value of Telecommunications from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Telecommunications is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Telecommunications Mutual Fund. However, Telecommunications' 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 57.46 | Real 58.61 | Hype 57.46 |
The intrinsic value of Telecommunications' 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 Telecommunications' 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 Telecommunications Portfolio Fidelity helps investors to forecast how Telecommunications 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 Telecommunications more accurately as focusing exclusively on Telecommunications' fundamentals will not take into account other important factors: Telecommunications Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Telecommunications' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Telecommunications Portfolio Fidelity, and traders can use it to determine the average amount a Telecommunications' 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 = 0.2326
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FTUAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Telecommunications is performing at about 18% 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 Telecommunications by adding it to a well-diversified portfolio.
Telecommunications Fundamentals Growth
Telecommunications Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Telecommunications, and Telecommunications 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 Telecommunications Mutual Fund performance.
| Price To Earning | 19.92 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.25 X | ||||
| Total Asset | 251.3 M | ||||
About Telecommunications Performance
Evaluating Telecommunications' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Telecommunications 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 Telecommunications 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 primarily in common stocks. It normally investing at least 80 percent of assets in securities of companies principally engaged in the development, production, or distribution of telecommunications services. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.Things to note about Telecommunications performance evaluation
Checking the ongoing alerts about Telecommunications for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Telecommunications 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 97.26% of its assets under management (AUM) in equities |
- Analyzing Telecommunications' 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 Telecommunications' stock is overvalued or undervalued compared to its peers.
- Examining Telecommunications' 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 Telecommunications' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Telecommunications' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Telecommunications' mutual fund. These opinions can provide insight into Telecommunications' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Telecommunications Mutual Fund
Telecommunications financial ratios help investors to determine whether Telecommunications 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 Telecommunications with respect to the benefits of owning Telecommunications security.
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