Fidelity Limited Term Fund Manager Performance Evaluation
| FFXSX Fund | USD 9.61 0.01 0.10% |
The fund shows a Beta (market volatility) of -0.0165, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Limited are expected to decrease at a much lower rate. During the bear market, Fidelity Limited is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Fidelity Limited Term has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fidelity Limited is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of April 2023 | |
| Expense Ratio | 0.3000 |
Fidelity |
Fidelity Limited Relative Risk vs. Return Landscape
If you would invest 973.00 in Fidelity Limited Term on September 14, 2024 and sell it today you would lose (12.00) from holding Fidelity Limited Term or give up 1.23% of portfolio value over 90 days. Fidelity Limited Term is currently producing negative expected returns and takes up 0.1369% volatility of returns over 90 trading days. Put another way, 1% 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 Limited Current Valuation
Fairly Valued
Today
Please note that Fidelity Limited's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Limited Term shows a prevailing Real Value of $9.62 per share. The current price of the fund is $9.61. We determine the value of Fidelity Limited Term 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 Limited is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Limited'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 9.61 | Real 9.62 | Hype 9.61 | Naive 9.61 |
The intrinsic value of Fidelity Limited'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 Limited'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 Limited Term 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 Limited more accurately as focusing exclusively on Fidelity Limited's fundamentals will not take into account other important factors: Fidelity Limited Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Limited's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Limited Term, and traders can use it to determine the average amount a Fidelity Limited'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 = -0.1409
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FFXSX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Limited 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 Limited by adding Fidelity Limited to a well-diversified portfolio.
Fidelity Limited Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Limited, and Fidelity Limited 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 Limited Performance
Evaluating Fidelity Limited's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Limited 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 Limited 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 at least 80 percent of assets in U.S. government securities and repurchase agreements for those securities. It invests in U.S. government securities issued by entities that are chartered or sponsored by Congress but whose securities are neither issued nor guaranteed by the U.S. Treasury. The fund invests in instruments related to U.S. government securities. The advisor normally maintains a dollar-weighted average maturity between two and five years.Things to note about Fidelity Limited Term performance evaluation
Checking the ongoing alerts about Fidelity Limited for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Limited Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Limited generated a negative expected return over the last 90 days | |
| The fund retains about 99.7% of its assets under management (AUM) in fixed income securities |
- Analyzing Fidelity Limited'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 Limited's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Limited'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 Limited's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Limited's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Limited's mutual fund. These opinions can provide insight into Fidelity Limited's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Limited 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 Limited security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |