|FBLPX Fund|| ||USD 12.62 0.02 0.16% |
The fund shows a Beta (market volatility) of 0.3196, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Freedom returns are expected to increase less than the market. However, during the bear market, the loss on holding Fidelity Freedom will be expected to be smaller as well.
7 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Freedom Index are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Fidelity Freedom is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
Fidelity Freedom Relative Risk vs. Return Landscape
If you would invest 1,235
in Fidelity Freedom Index on September 9, 2023
and sell it today you would earn a total of 27.00
from holding Fidelity Freedom Index or generate 2.19%
return on investment over 90
days. Fidelity Freedom Index is currently producing 0.035% returns and takes up 0.3709% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Fidelity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
Assuming the 90 days horizon Fidelity Freedom is expected to generate 0.47 times more return on investment than the market. However, the company is 2.12 times less risky than the market. It trades about 0.09 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.03 per unit of risk.
Fidelity Freedom Current Valuation
Please note that Fidelity Freedom's price fluctuation is very steady
at this time. Fidelity Freedom Index
shows a prevailing Real Value
of $12.54 per share. The current price of the fund is $12.62. At this time, the entity appears to be fairly valued
. We determine the value of Fidelity Freedom 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
Our valuation method for Fidelity Freedom Index 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 Freedom. Since Fidelity Freedom is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Freedom'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.
Estimating the potential upside or downside of Fidelity Freedom 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 Freedom more accurately as focusing exclusively on Fidelity Freedom's fundamentals will not take into account other important factors:
Fidelity Freedom Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Freedom's investment risk. Standard deviation is the most common way to measure market volatility
of mutual funds, such as Fidelity Freedom Index, and traders can use it to determine the average amount a Fidelity Freedom'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 = 0.0944
|Best Portfolio||Best Equity|
|Cash||Small Risk||Average Risk||High Risk||Huge Risk|
Estimated Market Risk
97% of assets are more volatile
Most of other assets have higher returns
93% of assets perform better
Based on monthly moving average Fidelity Freedom 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 Freedom
by adding it to a well-diversified
Fidelity Freedom Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects
and financial health
of Fidelity Freedom, and Fidelity Freedom 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.
About Fidelity Freedom Performance
To evaluate Fidelity Freedom Index 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 Freedom 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 Freedom Index 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
Please also refer to our technical analysis
and fundamental analysis
The fund invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds , each of which seeks to provide investment results that correspond to the total return of a specific index. Fidelity Freedom is traded on NASDAQ Exchange in the United States.
Things to note about Fidelity Freedom Index performance evaluation
Checking the ongoing alerts about Fidelity Freedom for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Freedom Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
|Fidelity Freedom is unlikely to experience financial distress in the next 2 years|
|The fund retains about 7.62% of its assets under management (AUM) in cash|
Evaluating Fidelity Freedom's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fidelity Freedom's mutual fund performance include:
- Analyzing Fidelity Freedom'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 Freedom's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Freedom'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 Freedom's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Freedom's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Freedom's mutual fund. These opinions can provide insight into Fidelity Freedom's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Fidelity Freedom's mutual fund performance is not an exact science, and many factors can impact Fidelity Freedom's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Investing Opportunities
to better understand how to build diversified portfolios, which includes a position in Fidelity Freedom 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 persons
You can also try the Risk-Return Analysis
module to view associations between returns expected from investment and the risk you assume.
Complementary Tools for Fidelity Mutual Fund analysis
When running Fidelity Freedom's price analysis, check to measure Fidelity Freedom's market volatility
, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidelity Freedom is operating at the current time. Most of Fidelity Freedom's value examination focuses on studying past and present price action to predict the probability of Fidelity Freedom's future price movements
. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidelity Freedom's price. Additionally, you may evaluate how the addition of Fidelity Freedom to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fidelity Freedom's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Freedom is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Freedom's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.