Fidelity Value One Year Return vs. Annual Yield

FVLKX Fund  USD 14.14  2.41  14.56%   
Based on the measurements of profitability obtained from Fidelity Value's financial statements, Fidelity Value Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Fidelity Value's ability to earn profits and add value for shareholders.
For Fidelity Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fidelity Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fidelity Value Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fidelity Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fidelity Value Fund over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Fidelity Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Fidelity Value Annual Yield vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Value's current stock value. Our valuation model uses many indicators to compare Fidelity Value value to that of its competitors to determine the firm's financial worth.
Fidelity Value Fund is one of the top funds in one year return among similar funds. It also is one of the top funds in annual yield among similar funds . The ratio of One Year Return to Annual Yield for Fidelity Value Fund is about  2,697 . 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 Value's earnings, one of the primary drivers of an investment's value.

Fidelity Annual Yield vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Fidelity Value

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
24.81 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Fidelity Value

Yield

 = 

Income from Security

Current Share Price

 = 
0.01 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.

Fidelity Annual Yield Comparison

Fidelity Value is currently under evaluation in annual yield among similar funds.

Fidelity Value Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Fidelity Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fidelity Value will eventually generate negative long term returns. The profitability progress is the general direction of Fidelity Value's change in net profit over the period of time. It can combine multiple indicators of Fidelity Value, 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 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.

Fidelity Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Fidelity Value. 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 Value 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 Value's important profitability drivers and their relationship over time.

Use Fidelity Value 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 Value 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 Value will appreciate offsetting losses from the drop in the long position's value.

Fidelity Value Pair Trading

Fidelity Value Fund Pair Trading Analysis

The ability to find closely correlated positions to Fidelity Value 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 Value 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 Value - 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 Value Fund to buy it.
The correlation of Fidelity Value 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 Value moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fidelity Value 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 Value 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Fidelity Value position

In addition to having Fidelity Value 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.

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Insurance
Insurance Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Insurance theme has 61 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 Insurance Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Mutual Fund

To fully project Fidelity Value's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fidelity Value 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 Value's income statement, its balance sheet, and the statement of cash flows.
Potential Fidelity Value investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Fidelity Value investors may work on each financial statement separately, they are all related. The changes in Fidelity Value's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Fidelity Value's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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