Gold Portfolio Financials
| FGDTX Fund | USD 22.22 0.23 1.02% |
Gold |
Please note that past performance is not an indicator of the future performance of Gold Portfolio, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Gold Portfolio Fund Summary
Gold Portfolio competes with Fidelity Freedom, Fidelity Puritan, Fidelity Puritan, Fidelity Pennsylvania, and Fidelity Freedom. The fund normally invests at least 80 percent of assets in securities of companies principally engaged in gold-related activities, and in gold bullion or coins. It invests up to 25 percent of assets in gold and other precious metals through a wholly-owned subsidiary. The fund invests primarily in common stocks and in certain precious metals. It invests primarily in companies engaged in exploration, mining, processing, or dealing in gold, or to a lesser degree, in silver, platinum, diamonds, or other precious metals and minerals. The fund is non-diversified.Specialization | Equity Precious Metals, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fidelity Select Portfolios |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Equity Precious Metals |
| Benchmark | NYSE Composite |
| Phone | 877 208 0098 |
| Currency | USD - US Dollar |
You should never invest in Gold Portfolio Fidelity without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Gold Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Gold Portfolio's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Gold Portfolio Key Financial Ratios
Generally speaking, Gold Portfolio's financial ratios allow both analysts and investors to convert raw data from Gold Portfolio's financial statements into concise, actionable information that can be used to evaluate the performance of Gold Portfolio over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Gold Portfolio Fidelity reports annually and quarterly.Gold Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Gold Portfolio's current stock value. Our valuation model uses many indicators to compare Gold Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Gold Portfolio competition to find correlations between indicators driving Gold Portfolio's intrinsic value. More Info.Gold Portfolio Fidelity is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.05 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Gold Portfolio Fidelity is roughly 21.03 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Gold Portfolio by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Gold Portfolio'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 Gold Portfolio's earnings, one of the primary drivers of an investment's value.Gold Portfolio Fidelity Systematic Risk
Gold Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Gold Portfolio volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Gold Portfolio Fidelity correlated with the market. If Beta is less than 0 Gold Portfolio generally moves in the opposite direction as compared to the market. If Gold Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Gold Portfolio Fidelity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Gold Portfolio is generally in the same direction as the market. If Beta > 1 Gold Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Gold Portfolio April 16, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Gold Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Gold Portfolio Fidelity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Gold Portfolio Fidelity based on widely used predictive technical indicators. In general, we focus on analyzing Gold Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Gold Portfolio's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.71 | |||
| Information Ratio | 0.0791 | |||
| Maximum Drawdown | 8.77 | |||
| Value At Risk | (2.52) | |||
| Potential Upside | 3.27 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Gold Portfolio Fidelity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.