Fidelity 500 Index Fund Manager Performance Evaluation
| FXAIX Fund | USD 177.16 1.80 1.03% |
The fund shows a Beta (market volatility) of 0.99, which means possible diversification benefits within a given portfolio. Fidelity 500 returns are very sensitive to returns on the market. As the market goes up or down, Fidelity 500 is expected to follow.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity 500 Index are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Fidelity 500 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 3 Mutual Funds to Buy Now Q2 Edition - InvestorPlace | 04/16/2024 |
| Expense Ratio Date | 3rd of May 2023 | |
| Expense Ratio | 0.0150 |
Fidelity |
Fidelity 500 Relative Risk vs. Return Landscape
If you would invest 17,049 in Fidelity 500 Index on January 30, 2024 and sell it today you would earn a total of 667.00 from holding Fidelity 500 Index or generate 3.91% return on investment over 90 days. Fidelity 500 Index is currently producing 0.0637% returns and takes up 0.7547% volatility of returns over 90 trading days. Put another way, 6% 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 500 Current Valuation
Fairly Valued
Today
Please note that Fidelity 500's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity 500 Index shows a prevailing Real Value of $176.9 per share. The current price of the fund is $177.16. We determine the value of Fidelity 500 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 will submerge.
Our valuation method for Fidelity 500 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 500. Since Fidelity 500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity 500'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 177.16 | Real 176.9 | Hype 177.16 | Naive 178.49 |
The real value of Fidelity Mutual Fund, also known as its intrinsic value, is the underlying worth of Fidelity 500 Index Mutual Fund, which is reflected in its stock price. It is based on Fidelity 500's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Fidelity 500'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 500'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 500 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 500 more accurately as focusing exclusively on Fidelity 500's fundamentals will not take into account other important factors: Fidelity 500 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity 500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity 500 Index, and traders can use it to determine the average amount a Fidelity 500'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 = 0.0844
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| Cash | FXAIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Fidelity 500 is performing at about 6% 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 500 by adding it to a well-diversified portfolio.
Fidelity 500 Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity 500, and Fidelity 500 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 | 19.37 X | |||
| Price To Book | 2.71 X | |||
| Price To Sales | 1.89 X | |||
| Total Asset | 427.23 B | |||
About Fidelity 500 Performance
To evaluate Fidelity 500 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 500 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 500 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 section.
Please also refer to our technical analysis and fundamental analysis pages.The fund normally invests at least 80 percent of assets in common stocks included in the SP 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income.Things to note about Fidelity 500 Index performance evaluation
Checking the ongoing alerts about Fidelity 500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity 500 Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Mutual Funds to Buy Now Q2 Edition - InvestorPlace | |
| The fund retains 99.33% of its assets under management (AUM) in equities |
- Analyzing Fidelity 500'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 500's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity 500'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 500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity 500's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity 500's mutual fund. These opinions can provide insight into Fidelity 500'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 500 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 gross domestic product. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.