Fidelity Short Financial Statements From 2010 to 2024
FSHBX Fund | USD 8.45 0.01 0.12% |
Check Fidelity Short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fidelity Short's main balance sheet or income statement drivers, such as , as well as many indicators such as . Fidelity financial statements analysis is a perfect complement when working with Fidelity Short Valuation or Volatility modules.
Fidelity |
Fidelity Short Term Bond Mutual Fund One Year Return Analysis
Fidelity Short's 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fidelity Short One Year Return | 5.79 % |
Most of Fidelity Short's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fidelity Short Term Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition |
Based on the recorded statements, Fidelity Short Term Bond has an One Year Return of 5.7931%. This is 56.15% higher than that of the Fidelity Investments family and significantly higher than that of the Short-Term Bond category. The one year return for all United States funds is notably lower than that of the firm.
Fidelity Short Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Short's current stock value. Our valuation model uses many indicators to compare Fidelity Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Short competition to find correlations between indicators driving Fidelity Short's intrinsic value. More Info.Fidelity Short Term Bond is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 812.20 of Year To Date Return per Annual Yield. 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's earnings, one of the primary drivers of an investment's value.About Fidelity Short Financial Statements
Fidelity Short investors use historical fundamental indicators, such as Fidelity Short's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Fidelity Short. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of assets in investment-grade debt securities of all types and repurchase agreements for those securities. Its manager manages the fund to have similar overall interest rate risk to the Bloomberg Barclays U.S. 1-3 Year GovernmentCredit Bond Index. The fund normally maintains a dollar-weighted average maturity of three years or less. It allocates assets across different market sectors and maturities. The fund invests in domestic and foreign issuers.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Global Correlations Find global opportunities by holding instruments from different markets | |
Equity Valuation Check real value of public entities based on technical and fundamental data |