Fidelity Total Bond Fund Manager Performance Evaluation
| FEPAX Fund | USD 9.59 0.02 0.21% |
The fund shows a Beta (market volatility) of 0.0608, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Total is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Fidelity Total Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fidelity Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7400 |
Fidelity |
Fidelity Total Relative Risk vs. Return Landscape
If you would invest 978.00 in Fidelity Total Bond on September 13, 2024 and sell it today you would lose (17.00) from holding Fidelity Total Bond or give up 1.74% of portfolio value over 90 days. Fidelity Total Bond is currently producing negative expected returns and takes up 0.2805% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Fidelity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Total Current Valuation
Fairly Valued
Today
Please note that Fidelity Total's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Total Bond shows a prevailing Real Value of $9.6 per share. The current price of the fund is $9.59. We determine the value of Fidelity Total Bond 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 Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Total'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 9.59 | Real 9.6 | Hype 9.59 |
The intrinsic value of Fidelity Total'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 Total'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.
Estimating the potential upside or downside of Fidelity Total Bond 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 Total more accurately as focusing exclusively on Fidelity Total's fundamentals will not take into account other important factors: Fidelity Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Total Bond, and traders can use it to determine the average amount a Fidelity Total'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 = -0.0979
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FEPAX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Total is not performing at its full potential. However, 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 Total by adding Fidelity Total to a well-diversified portfolio.
Fidelity Total Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Total, and Fidelity Total 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.
| Total Asset | 28.06 B | ||||
About Fidelity Total Performance
Evaluating Fidelity Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Total 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 Total 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 normally invests at least 80 percent of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Bloomberg U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20 percent of assets in lower-quality debt securities .Things to note about Fidelity Total Bond performance evaluation
Checking the ongoing alerts about Fidelity Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Total Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Total Bond generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Fidelity Total Bond retains about 14.94% of its assets under management (AUM) in fixed income securities |
- Analyzing Fidelity Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Total's mutual fund. These opinions can provide insight into Fidelity Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Total 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 Total security.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |