Fidelity Small Cap Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 1.17, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Fidelity Small will likely underperform.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Small Cap are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Fidelity Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of June 2023 | |
| Expense Ratio | 0.8700 |
Fidelity |
Fidelity Small Relative Risk vs. Return Landscape
If you would invest 1,656 in Fidelity Small Cap on April 27, 2025 and sell it today you would earn a total of 253.00 from holding Fidelity Small Cap or generate 15.28% return on investment over 90 days. Fidelity Small Cap is currently producing 0.2349% returns and takes up 1.0415% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Fidelity, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Small Cap, and traders can use it to determine the average amount a Fidelity Small'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 = 0.2255
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FSLCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 17 83% of assets perform better |
Based on monthly moving average Fidelity Small is performing at about 17% 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 Small by adding it to a well-diversified portfolio.
Fidelity Small Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Small, and Fidelity Small 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 | 18.37 X | ||||
| Price To Book | 1.93 X | ||||
| Price To Sales | 0.94 X | ||||
Things to note about Fidelity Small Cap performance evaluation
Checking the ongoing alerts about Fidelity Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Small Cap is not yet fully synchronised with the market data | |
| Fidelity Small Cap has some characteristics of a very speculative penny stock | |
| The fund retains 99.6% of its assets under management (AUM) in equities |
- Analyzing Fidelity Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Small's mutual fund. These opinions can provide insight into Fidelity Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Small financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Small security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
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