Fidelity Telecom And Fund Manager Performance Evaluation
| FIUIX Fund | USD 27.32 0.40 1.49% |
The fund shows a Beta (market volatility) of 0.87, which means possible diversification benefits within a given portfolio. Fidelity Telecom returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Telecom is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Telecom And are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Fidelity Telecom may actually be approaching a critical reversion point that can send shares even higher in May 2024.
...more1 | Is Fidelity TelecomUtilities Fund a Strong Mutual Fund Pick Right Now - Yahoo Finance | 04/03/2024 |
| Expense Ratio Date | 1st of April 2023 | |
| Expense Ratio | 0.7500 |
Fidelity |
Fidelity Telecom Relative Risk vs. Return Landscape
If you would invest 2,565 in Fidelity Telecom And on January 19, 2024 and sell it today you would earn a total of 167.00 from holding Fidelity Telecom And or generate 6.51% return on investment over 90 days. Fidelity Telecom And is currently producing 0.1044% returns and takes up 0.9283% volatility of returns over 90 trading days. Put another way, 8% 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 |
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Fidelity Telecom Current Valuation
Fairly Valued
Today
Please note that Fidelity Telecom's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Telecom And shows a prevailing Real Value of $27.2 per share. The current price of the fund is $27.32. We determine the value of Fidelity Telecom And 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.
Our valuation method for Fidelity Telecom And is useful when determining the fair value of the Fidelity mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Fidelity Telecom. Since Fidelity Telecom is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Telecom'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 27.32 | Real 27.2 | Hype 27.34 |
The real value of Fidelity Mutual Fund, also known as its intrinsic value, is the underlying worth of Fidelity Telecom And Mutual Fund, which is reflected in its stock price. It is based on Fidelity Telecom's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Fidelity Telecom'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 Telecom'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 Telecom And 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 Telecom more accurately as focusing exclusively on Fidelity Telecom's fundamentals will not take into account other important factors: Fidelity Telecom Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Telecom's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Telecom And, and traders can use it to determine the average amount a Fidelity Telecom'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 = 0.1125
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Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Fidelity Telecom is performing at about 8% 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 Telecom by adding it to a well-diversified portfolio.
Fidelity Telecom Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Telecom, and Fidelity Telecom 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 | 20.30 X | |||
| Price To Book | 1.66 X | |||
| Price To Sales | 1.51 X | |||
About Fidelity Telecom Performance
To evaluate Fidelity Telecom And Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Fidelity Telecom generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Fidelity Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Fidelity Telecom And market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Fidelity's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in common stocks. It invests at least 80 percent of assets in securities of telecommunications services companies and utility companies. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Fidelity Telecom And performance evaluation
Checking the ongoing alerts about Fidelity Telecom for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Telecom And 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: Is Fidelity TelecomUtilities Fund a Strong Mutual Fund Pick Right Now - Yahoo Finance | |
| The fund retains 98.48% of its assets under management (AUM) in equities |
- Analyzing Fidelity Telecom'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 Telecom's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Telecom'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 Telecom's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Telecom's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Telecom's mutual fund. These opinions can provide insight into Fidelity Telecom's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Telecom And. 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.