Fidelity Sai Long Term Fund Manager Performance Evaluation
| FBLTX Fund | USD 6.97 0.09 1.27% |
The fund shows a Beta (market volatility) of 0.6806, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Sai returns are expected to increase less than the market. However, during the bear market, the loss on holding Fidelity Sai will be expected to be smaller as well. Our philosophy towards predicting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Fidelity Sai Long Term exposes twenty different technical indicators, which can help you to evaluate its performance.
Fidelity Performance
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Over the last 90 days Fidelity Sai Long Term has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fidelity Sai is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Economic And Financial Markets Review, September 2023 - Seeking Alpha | 10/04/2023 |
| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.0300 |
Fidelity |
Fidelity Sai Relative Risk vs. Return Landscape
If you would invest 719.00 in Fidelity Sai Long Term on September 1, 2023 and sell it today you would lose (13.00) from holding Fidelity Sai Long Term or give up 1.81% of portfolio value over 90 days. Fidelity Sai Long Term is currently producing negative expected returns and takes up 1.3023% volatility of returns over 90 trading days. Put another way, 11% 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 |
Fidelity Sai Current Valuation
Fairly Valued
Today
Please note that Fidelity Sai's price fluctuation is not too volatile at this time. Fidelity Sai Long-term shows a prevailing Real Value of $6.98 per share. The current price of the fund is $6.97. At this time, the entity appears to be fairly valued. We determine the value of Fidelity Sai Long-term 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 Sai Long Term 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 Sai. Since Fidelity Sai is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Sai'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 Sai Long Term 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 Sai more accurately as focusing exclusively on Fidelity Sai's fundamentals will not take into account other important factors: Fidelity Sai Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Sai's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Sai Long Term, and traders can use it to determine the average amount a Fidelity Sai'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 = -0.0158
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FBLTX |
Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Sai is not performing at its full potential. However, 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 Sai by adding Fidelity Sai to a well-diversified portfolio.
Fidelity Sai Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Sai, and Fidelity Sai 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 Sai Performance
To evaluate Fidelity Sai Long-term 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 Sai 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 Sai Long-term 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 securities included in the Bloomberg Barclays U.S. 20 Year Treasury Bond Index. It normally maintains a dollar-weighted average maturity that is generally expected to be 20 years or more, consistent with that of the index. The advisor uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Bloomberg Barclays U.S. 20 Year Treasury Bond Index using a smaller number of securities.Things to note about Fidelity Sai Long-term performance evaluation
Checking the ongoing alerts about Fidelity Sai for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Sai Long-term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Sai generated a negative expected return over the last 90 days | |
| Fidelity Sai is unlikely to experience financial distress in the next 2 years | |
| Fidelity Sai Long-term generated five year return of -3.0% | |
| This fund retains about 99.41% of its assets under management (AUM) in fixed income securities |
- Analyzing Fidelity Sai'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 Sai's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Sai'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 Sai's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Sai's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Sai's mutual fund. These opinions can provide insight into Fidelity Sai'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 Sai Long Term. 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 real. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Complementary Tools for Fidelity Mutual Fund analysis
When running Fidelity Sai's price analysis, check to measure Fidelity Sai'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 Sai is operating at the current time. Most of Fidelity Sai's value examination focuses on studying past and present price action to predict the probability of Fidelity Sai'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 Sai's price. Additionally, you may evaluate how the addition of Fidelity Sai to your portfolios can decrease your overall portfolio volatility.
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