Fidelity Sai Long Term Fund Manager Performance Evaluation

FBLTX Fund  USD 6.75  0.04  0.59%   
The fund shows a Beta (market volatility) of 0.59, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Sai's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Sai is expected to be smaller as well.

Risk-Adjusted 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.
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Expense Ratio Date29th of April 2023
Expense Ratio0.0300
  

Fidelity Sai Relative Risk vs. Return Landscape

If you would invest  710.00  in Fidelity Sai Long Term on January 18, 2024 and sell it today you would lose (35.00) from holding Fidelity Sai Long Term or give up 4.93% of portfolio value over 90 days. Fidelity Sai Long Term is currently producing negative expected returns and takes up 0.9154% volatility of returns over 90 trading days. Put another way, 8% 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.
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       Risk  
Assuming the 90 days horizon Fidelity Sai is expected to under-perform the market. In addition to that, the company is 1.47 times more volatile than its market benchmark. It trades about -0.08 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.12 per unit of volatility.

Fidelity Sai Current Valuation

Fairly Valued
Today
6.75
Please note that Fidelity Sai's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Fidelity Sai Long shows a prevailing Real Value of $6.84 per share. The current price of the fund is $6.75. We determine the value of Fidelity Sai Long 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.
Historical Market  6.75 Real  6.84 Hype  6.75
The real value of Fidelity Mutual Fund, also known as its intrinsic value, is the underlying worth of Fidelity Sai Long Mutual Fund, which is reflected in its stock price. It is based on Fidelity Sai's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Fidelity Sai'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 Sai'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.
6.84
Real Value
7.76
Upside
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:
Hype
Prediction
LowEstimatedHigh
5.836.757.67
Details

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 = -0.0831

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Estimated Market Risk

 0.92
  actual daily
8
92% of assets are more volatile

Expected Return

 -0.08
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.08
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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 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 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 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 U.S. 20 Year Treasury Bond Index using a smaller number of securities.

Things to note about Fidelity Sai Long 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 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Fidelity Sai Long generated a negative expected return over the last 90 days
Fidelity Sai Long generated five year return of -4.0%
This fund retains about 99.41% of its assets under management (AUM) in fixed income securities
Evaluating Fidelity Sai's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fidelity Sai's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Fidelity Sai's mutual fund performance is not an exact science, and many factors can impact Fidelity Sai'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 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 estimate.
You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Please note, there is a significant difference between Fidelity Sai's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Sai is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Sai'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.