Fidelity Advisor Sustainable Fund Manager Performance Evaluation

FAPEX Fund  USD 10.19  0.01  0.1%   
The fund shows a Beta (market volatility) of 0.0061, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Advisor's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Advisor is expected to be smaller as well.

Risk-Adjusted Performance

19 of 100

 
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Advisor Sustainable are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Fidelity Advisor is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio0.2000
  

Fidelity Advisor Relative Risk vs. Return Landscape

If you would invest  1,010  in Fidelity Advisor Sustainable on December 30, 2023 and sell it today you would earn a total of  9.00  from holding Fidelity Advisor Sustainable or generate 0.89% return on investment over 90 days. Fidelity Advisor Sustainable is currently producing 0.0146% returns and takes up 0.0565% volatility of returns over 90 trading days. Put another way, 0% 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.
  Expected Return   
       Risk  
Assuming the 90 days horizon Fidelity Advisor is expected to generate 9.52 times less return on investment than the market. But when comparing it to its historical volatility, the company is 10.14 times less risky than the market. It trades about 0.26 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 of returns per unit of risk over similar time horizon.

Fidelity Advisor Current Valuation

Fairly Valued
Today
10.19
Please note that Fidelity Advisor's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Advisor Sus shows a prevailing Real Value of $10.18 per share. The current price of the fund is $10.19. We determine the value of Fidelity Advisor Sus 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 Advisor Sustainable 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 Advisor. Since Fidelity Advisor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Advisor'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  10.19 Real  10.18 Hype  10.19 Naive  10.19
The real value of Fidelity Mutual Fund, also known as its intrinsic value, is the underlying worth of Fidelity Advisor Sus Mutual Fund, which is reflected in its stock price. It is based on Fidelity Advisor's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Fidelity Advisor'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 Advisor'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.
10.18
Real Value
10.24
Upside
Estimating the potential upside or downside of Fidelity Advisor Sustainable 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 Advisor more accurately as focusing exclusively on Fidelity Advisor's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.1410.1710.20
Details
Hype
Prediction
LowEstimatedHigh
10.1310.1910.25
Details
Potential
Annual Dividend
LowForecastedHigh
0.020.020.02
Details

Fidelity Advisor Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Advisor's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Advisor Sustainable, and traders can use it to determine the average amount a Fidelity Advisor'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 = 0.2578

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FAPEX
Based on monthly moving average Fidelity Advisor is performing at about 19% 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 Advisor by adding it to a well-diversified portfolio.

Fidelity Advisor Fundamentals Growth

Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Advisor, and Fidelity Advisor 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 Advisor Performance

To evaluate Fidelity Advisor Sus 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 Advisor 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 Advisor Sus 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 normally invests at least 80 percent of assets in investment-grade debt securities of all types that Fidelity Management Research Company LLC believes have positive environmental, social and governance benefits and repurchase agreements for those securities. It normally maintains a dollar-weighted average maturity of two years or less.

Things to note about Fidelity Advisor Sus performance evaluation

Checking the ongoing alerts about Fidelity Advisor for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Advisor Sus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains about 16.45% of its assets under management (AUM) in cash
Evaluating Fidelity Advisor's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fidelity Advisor's mutual fund performance include:
  • Analyzing Fidelity Advisor'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 Advisor's stock is overvalued or undervalued compared to its peers.
  • Examining Fidelity Advisor'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 Advisor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Advisor's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Fidelity Advisor's mutual fund. These opinions can provide insight into Fidelity Advisor's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Fidelity Advisor's mutual fund performance is not an exact science, and many factors can impact Fidelity Advisor'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 Advisor Sustainable. 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 income.
Note that the Fidelity Advisor Sus information on this page should be used as a complementary analysis to other Fidelity Advisor's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

Complementary Tools for Fidelity Mutual Fund analysis

When running Fidelity Advisor's price analysis, check to measure Fidelity Advisor'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 Advisor is operating at the current time. Most of Fidelity Advisor's value examination focuses on studying past and present price action to predict the probability of Fidelity Advisor'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 Advisor's price. Additionally, you may evaluate how the addition of Fidelity Advisor to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fidelity Advisor's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Advisor is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Advisor'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.