Fidelity Short-term Ten Year Return vs. Bond Positions Weight
| FUMBX Fund | USD 10.26 0.01 0.1% |
For Fidelity Short-term profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fidelity Short-term to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fidelity Short Term Treasury utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fidelity Short-term's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fidelity Short Term Treasury over time as well as its relative position and ranking within its peers.
Fidelity |
Fidelity Short Term Bond Positions Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Short-term's current stock value. Our valuation model uses many indicators to compare Fidelity Short-term value to that of its competitors to determine the firm's financial worth. Fidelity Short Term Treasury is one of the top funds in ten year return among similar funds. It also is one of the top funds in bond positions weight among similar funds creating about 53.45 of Bond Positions Weight per Ten Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Short-term's earnings, one of the primary drivers of an investment's value.Fidelity Bond Positions Weight vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Fidelity Short-term |
| = | 1.85 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Fidelity Short-term |
| = | 98.88 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Fidelity Bond Positions Weight Comparison
Fidelity Short is currently under evaluation in bond positions weight among similar funds.
Fidelity Short-term Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fidelity Short-term, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fidelity Short-term will eventually generate negative long term returns. The profitability progress is the general direction of Fidelity Short-term's change in net profit over the period of time. It can combine multiple indicators of Fidelity Short-term, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of assets in securities included in the Bloomberg U.S. 1-5 Year Treasury Bond Index. It normally maintains a dollar-weighted average maturity that generally is expected to be three years or less, consistent with that of the index. The advisor uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Bloomberg U.S. 1-5 Year Treasury Bond Index using a smaller number of securities.
Fidelity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fidelity Short-term. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Fidelity Short-term position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Fidelity Short-term's important profitability drivers and their relationship over time.
Use Fidelity Short-term in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Fidelity Short-term position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Fidelity Short-term will appreciate offsetting losses from the drop in the long position's value.Fidelity Short-term Pair Trading
Fidelity Short Term Treasury Pair Trading Analysis
The ability to find closely correlated positions to Fidelity Short-term could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fidelity Short-term when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Fidelity Short-term - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Fidelity Short Term Treasury to buy it.
The correlation of Fidelity Short-term is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Fidelity Short-term moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fidelity Short Term moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Fidelity Short-term can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Fidelity Short-term position
In addition to having Fidelity Short-term in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Power Assets
Large capitalization equities showing high long-term performance indicators and above average return expectations based on Macroaxis rating system. The Power Assets theme has 49 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Power Assets Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Mutual Fund
To fully project Fidelity Short-term's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fidelity Short Term at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Fidelity Short-term's income statement, its balance sheet, and the statement of cash flows.
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