Fidelity Value Fund Manager Performance Evaluation

FVLKX Fund  USD 16.67  0.04  0.24%   
The fund shows a Beta (market volatility) of 1.03, which means a somewhat significant risk relative to the market. Fidelity Value returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Value is expected to follow.

Risk-Adjusted Performance

10 of 100

 
Weak
 
Strong
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Value Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Fidelity Value may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more
1
3 Mid-Cap Value Mutual Funds to Add to Your Portfolio - Yahoo Finance
10/25/2024
Expense Ratio0.7600
  

Fidelity Value Relative Risk vs. Return Landscape

If you would invest  1,559  in Fidelity Value Fund on September 13, 2024 and sell it today you would earn a total of  108.00  from holding Fidelity Value Fund or generate 6.93% return on investment over 90 days. Fidelity Value Fund is currently producing 0.1099% returns and takes up 0.8537% volatility of returns over 90 trading days. Put another way, 7% 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  
Assuming the 90 days horizon Fidelity Value is expected to generate 1.16 times more return on investment than the market. However, the company is 1.16 times more volatile than its market benchmark. It trades about 0.13 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.14 per unit of risk.

Fidelity Value Current Valuation

Fairly Valued
Today
16.67
Please note that Fidelity Value's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Value shows a prevailing Real Value of $16.62 per share. The current price of the fund is $16.67. We determine the value of Fidelity Value 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 Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Value'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  16.67 Real  16.62 Hype  16.66 Naive  16.3
The intrinsic value of Fidelity Value'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 Value'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.
16.62
Real Value
17.47
Upside
Estimating the potential upside or downside of Fidelity Value Fund 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 Value more accurately as focusing exclusively on Fidelity Value's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
16.6016.9317.27
Details
Hype
Prediction
LowEstimatedHigh
15.8116.6617.51
Details
Naive
Forecast
LowNext ValueHigh
15.4516.3017.15
Details

Fidelity Value Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Value Fund, and traders can use it to determine the average amount a Fidelity Value'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 = 0.1288

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashFVLKXAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.85
  actual daily
7
93% of assets are more volatile

Expected Return

 0.11
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.13
  actual daily
10
90% of assets perform better
Based on monthly moving average Fidelity Value is performing at about 10% 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 Value by adding it to a well-diversified portfolio.

Fidelity Value Fundamentals Growth

Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Value, and Fidelity Value 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.

About Fidelity Value Performance

Evaluating Fidelity Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Value 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 Value 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 invests in securities of companies that possess valuable fixed assets or that Fidelity Management Research Company LLC believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential . The adviser focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.

Things to note about Fidelity Value performance evaluation

Checking the ongoing alerts about Fidelity Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Value 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 100.2% of its assets under management (AUM) in equities
Evaluating Fidelity Value's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fidelity Value's mutual fund performance include:
  • Analyzing Fidelity Value'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 Value's stock is overvalued or undervalued compared to its peers.
  • Examining Fidelity Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Value's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Fidelity Value's mutual fund. These opinions can provide insight into Fidelity Value's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Fidelity Value's mutual fund performance is not an exact science, and many factors can impact Fidelity Value's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Fidelity Mutual Fund

Fidelity Value 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 Value security.
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum