Fidelity Total Financial Statements From 2010 to 2024
| FCEPX Fund | USD 9.39 0.03 0.32% |
Check Fidelity Total financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fidelity main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Fidelity financial statements analysis is a perfect complement when working with Fidelity Total Valuation or Volatility modules.
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Fidelity Total Bond Mutual Fund One Year Return Analysis
Fidelity Total'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 Total One Year Return | 1.16 % |
Most of Fidelity Total'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 Total 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.
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Based on the recorded statements, Fidelity Total Bond has an One Year Return of 1.1579%. This is 68.79% lower than that of the Fidelity Investments family and significantly higher than that of the Intermediate Core-Plus Bond category. The one year return for all United States funds is notably lower than that of the firm.
Fidelity Total Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Total's current stock value. Our valuation model uses many indicators to compare Fidelity Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Total competition to find correlations between indicators driving Fidelity Total's intrinsic value. More Info.Fidelity Total Bond is rated # 4 fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 175.27 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Fidelity Total by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fidelity Total's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Total's earnings, one of the primary drivers of an investment's value.About Fidelity Total Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Fidelity Total income statement, its balance sheet, and the statement of cash flows. Fidelity Total investors use historical funamental indicators, such as Fidelity Total's revenue or net income, to determine how well the company is positioned to perform in the future. Although Fidelity Total investors may use each financial statement separately, they are all related. The changes in Fidelity Total's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Fidelity Total's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Fidelity Total Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Fidelity Total. Please read more on 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 .
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Check out the analysis of Fidelity Total Correlation against competitors. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.