Fidelity Real Estate Fund Manager Performance Evaluation
| FRIQX Fund | USD 11.55 0.07 0.61% |
The fund shows a Beta (market volatility) of 0.13, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Real is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Fidelity Real Estate has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fidelity Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9700 |
Fidelity |
Fidelity Real Relative Risk vs. Return Landscape
If you would invest 1,150 in Fidelity Real Estate on March 2, 2024 and sell it today you would lose (5.00) from holding Fidelity Real Estate or give up 0.43% of portfolio value over 90 days. Fidelity Real Estate is currently producing negative expected returns and takes up 0.3927% 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. Expected Return |
| Risk |
Fidelity Real Current Valuation
Fairly Valued
Today
Please note that Fidelity Real's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Real Estate shows a prevailing Real Value of $11.43 per share. The current price of the fund is $11.55. We determine the value of Fidelity Real Estate 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 Real Estate 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 Real. Since Fidelity Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Real'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 11.55 | Real 11.43 | Hype 11.45 | Naive 11.23 |
The real value of Fidelity Mutual Fund, also known as its intrinsic value, is the underlying worth of Fidelity Real Estate Mutual Fund, which is reflected in its stock price. It is based on Fidelity Real's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Fidelity Real'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 Real'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 Real Estate 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 Real more accurately as focusing exclusively on Fidelity Real's fundamentals will not take into account other important factors: Fidelity Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Real Estate, and traders can use it to determine the average amount a Fidelity Real'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 = -0.0157
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FRIQX |
Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 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 Real 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 Real by adding Fidelity Real to a well-diversified portfolio.
Fidelity Real Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Real, and Fidelity Real 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 | 26.32 X | |||
| Price To Book | 1.65 X | |||
| Price To Sales | 5.46 X | |||
| Total Asset | 5.59 B | |||
About Fidelity Real Performance
To evaluate Fidelity Real Estate 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 Real 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 Real Estate 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 primarily in preferred and common stocks of REITs debt securities of real estate entities and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities . It invests at least 80 percent of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers.Things to note about Fidelity Real Estate performance evaluation
Checking the ongoing alerts about Fidelity Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Real Estate generated a negative expected return over the last 90 days | |
| The fund retains about 13.0% of its assets under management (AUM) in cash |
- Analyzing Fidelity Real'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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Real'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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Real's mutual fund. These opinions can provide insight into Fidelity Real'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 Real Estate. 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 producer price index. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.