Fidelity 500 Index Fund Price on June 29, 2021
| FXAIX Fund | USD 174.43 1.01 0.58% |
Below is the normalized historical share price chart for Fidelity 500 Index extending back to May 10, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Fidelity 500 stands at 174.43, as last reported on the 18th of April 2024, with the highest price reaching 174.43 and the lowest price hitting 174.43 during the day.
If you're considering investing in Fidelity Mutual Fund, it is important to understand the factors that can impact its price. We consider Fidelity 500 very steady. Fidelity 500 Index secures Sharpe Ratio (or Efficiency) of 0.093, which denotes the fund had a 0.093% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Fidelity 500 Index, which you can use to evaluate the volatility of the entity. Please confirm Fidelity 500's Mean Deviation of 0.5741, coefficient of variation of 892.28, and Downside Deviation of 0.701 to check if the risk estimate we provide is consistent with the expected return of 0.0668%.
Fidelity Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Fidelity |
Sharpe Ratio = 0.093
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| Cash | FXAIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Fidelity 500 is performing at about 7% 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 Valuation on June 29, 2021
It is possible to determine the worth of Fidelity 500 on a given historical date. On June 29, 2021 Fidelity was worth 159.53 at the beginning of the trading date compared to the closed value of 153.99. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Fidelity 500 mutual fund. Still, in general, we apply an absolute valuation method to find Fidelity 500's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Fidelity 500 where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Fidelity 500's related companies.
| Open | High | Low | Close | Volume | |
04/04/2022 | 159.53 | 159.53 | 153.99 | 153.99 | 1.00 |
| 157.55 | 157.55 | 152.08 | 152.08 | 1.00 |
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Fidelity 500 Trading Date Momentum on June 29, 2021
The event impact on price volatility cannot be determined at this time. Please check this event after some time to allow current data to be analyzed.Fidelity 500 Index Fundamentals Correlations and Trends
By evaluating Fidelity 500's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Fidelity 500's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Fidelity financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Fidelity 500 Mutual Fund history
Fidelity 500 investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Fidelity is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Fidelity 500 Index will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Fidelity 500 stock prices may prove useful in developing a viable investing in Fidelity 500
The fund normally invests at least 80 percent of assets in common stocks included in the SP 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income.
Fidelity 500 Mutual Fund Technical Analysis
Fidelity 500 technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Fidelity 500 Period Price Range
Low | April 4, 2022
| High |
159.53 | 153.99 |
Fidelity 500 April 18, 2024 Market Strength
Market strength indicators help investors to evaluate how Fidelity 500 mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Fidelity 500 shares will generate the highest return on investment. By undertsting and applying Fidelity 500 mutual fund market strength indicators, traders can identify Fidelity 500 Index entry and exit signals to maximize returns
Fidelity 500 Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Fidelity 500's price direction in advance. Along with the technical and fundamental analysis of Fidelity Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Fidelity to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.072 | |||
| Jensen Alpha | 0.0269 | |||
| Total Risk Alpha | 0.0192 | |||
| Sortino Ratio | 0.0376 | |||
| Treynor Ratio | 0.0728 |
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Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity 500 Index. 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 gross domestic product. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.