Fidelity Series Blue Fund Manager Performance Evaluation
| FSBDX Fund | USD 20.43 0.04 0.20% |
The fund shows a Beta (market volatility) of 0.73, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Series' returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Series is expected to be smaller as well.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Series Blue are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Fidelity Series showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | How to Invest in Mutual Funds in 2024 - ValueWalk | 11/29/2024 |
| Expense Ratio Date | 29th of September 2022 | |
| Expense Ratio | 0.0100 |
Fidelity |
Fidelity Series Relative Risk vs. Return Landscape
If you would invest 1,764 in Fidelity Series Blue on September 16, 2024 and sell it today you would earn a total of 279.00 from holding Fidelity Series Blue or generate 15.82% return on investment over 90 days. Fidelity Series Blue is currently producing 0.2308% returns and takes up 0.9757% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Fidelity, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Series Current Valuation
Undervalued
Today
Please note that Fidelity Series' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Fidelity Series Blue shows a prevailing Real Value of $21.94 per share. The current price of the fund is $20.43. We determine the value of Fidelity Series Blue 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 Series is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Series' 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 20.43 | Real 21.94 | Hype 20.47 | Naive 20.54 |
The intrinsic value of Fidelity Series' 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 Series' 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 Series Blue 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 Series more accurately as focusing exclusively on Fidelity Series' fundamentals will not take into account other important factors: Fidelity Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Series' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Series Blue, and traders can use it to determine the average amount a Fidelity Series' 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 = 0.2366
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FSBDX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Fidelity Series is performing at about 18% of its full potential. 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 Series by adding it to a well-diversified portfolio.
Fidelity Series Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Series, and Fidelity Series 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.
| Price To Earning | 24.59 X | ||||
| Price To Book | 3.87 X | ||||
| Price To Sales | 2.62 X | ||||
About Fidelity Series Performance
Evaluating Fidelity Series' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Series 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 Series 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 primarily in common stocks. It normally invests at least 80 percent of assets in blue chip companies s view, are well-known, well-established and well-capitalized, which generally have large or medium market capitalizations. It is non-diversified.Things to note about Fidelity Series Blue performance evaluation
Checking the ongoing alerts about Fidelity Series for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Series Blue help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: How to Invest in Mutual Funds in 2024 - ValueWalk | |
| The fund retains 96.02% of its assets under management (AUM) in equities |
- Analyzing Fidelity Series' 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 Series' stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Series' 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 Series' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Series' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Series' mutual fund. These opinions can provide insight into Fidelity Series' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Series 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 Series security.
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