Fidelity 500 Index Fund Manager Performance Evaluation
| FXAIX Fund | USD 209.91 1.19 0.57% |
The fund shows a Beta (market volatility) of 0.0627, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity 500's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity 500 is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity 500 Index are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Fidelity 500 may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 3rd of May 2023 | |
| Expense Ratio | 0.0150 |
Fidelity |
Fidelity 500 Relative Risk vs. Return Landscape
If you would invest 19,178 in Fidelity 500 Index on September 3, 2024 and sell it today you would earn a total of 1,813 from holding Fidelity 500 Index or generate 9.45% return on investment over 90 days. Fidelity 500 Index is currently producing 0.1437% returns and takes up 0.714% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Fidelity, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity 500 Current Valuation
Undervalued
Today
Please note that Fidelity 500's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Fidelity 500 Index shows a prevailing Real Value of $215.3 per share. The current price of the fund is $209.91. We determine the value of Fidelity 500 Index 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 500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity 500'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 209.91 | Real 215.3 | Hype 209.91 | Naive 210.33 |
The intrinsic value of Fidelity 500'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 500'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 500 Index 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 500 more accurately as focusing exclusively on Fidelity 500's fundamentals will not take into account other important factors: Fidelity 500 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity 500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity 500 Index, and traders can use it to determine the average amount a Fidelity 500'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 = 0.2013
| Best Portfolio | Best Equity | |||
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| Cash | FXAIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Fidelity 500 is performing at about 15% 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 500 by adding it to a well-diversified portfolio.
Fidelity 500 Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity 500, and Fidelity 500 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 | 19.37 X | |||
| Price To Book | 2.71 X | |||
| Price To Sales | 1.89 X | |||
| Total Asset | 427.23 B | |||
About Fidelity 500 Performance
Evaluating Fidelity 500's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity 500 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 500 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 investment seeks to provide investment results that correspond to the total return performance of common stocks publicly traded in the United States. Fidelity 500 is traded on NASDAQ Exchange in the United States.Things to note about Fidelity 500 Index performance evaluation
Checking the ongoing alerts about Fidelity 500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity 500 Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.33% of its assets under management (AUM) in equities |
- Analyzing Fidelity 500'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 500's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity 500'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 500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity 500's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity 500's mutual fund. These opinions can provide insight into Fidelity 500's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity 500 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 500 security.
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