Fidelity Total Financial Statements From 2010 to 2024

FEPIX Fund  USD 9.63  0.02  0.21%   
Fidelity Total financial statements provide useful quarterly and yearly information to potential Fidelity Total Bond investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Fidelity Total financial statements helps investors assess Fidelity Total's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Fidelity Total's valuation are summarized below:
Fidelity Total Bond does not presently have any fundamental signals for analysis.
Check Fidelity Total financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fidelity Total's main balance sheet or income statement drivers, such as , as well as many indicators such as . Fidelity financial statements analysis is a perfect complement when working with Fidelity Total Valuation or Volatility modules.
  
This module can also supplement various Fidelity Total Technical models . Check out the analysis of Fidelity Total Correlation against competitors.

Fidelity Total Bond Mutual Fund One Year Return Analysis

Fidelity Total's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Fidelity Total One Year Return

    
  7.53 %  
Most of Fidelity Total's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fidelity Total Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Based on the recorded statements, Fidelity Total Bond has an One Year Return of 7.5276%. This is 102.9% higher than that of the Fidelity Investments family and significantly higher than that of the Intermediate Core-Plus Bond category. The one year return for all United States funds is notably lower than that of the firm.

Fidelity Total Bond Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Total's current stock value. Our valuation model uses many indicators to compare Fidelity Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Total competition to find correlations between indicators driving Fidelity Total's intrinsic value. More Info.
Fidelity Total Bond is rated # 3 fund in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about  98.11  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Total's earnings, one of the primary drivers of an investment's value.

About Fidelity Total Financial Statements

Fidelity Total investors use historical fundamental indicators, such as Fidelity Total's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Fidelity Total. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Bloomberg U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20 percent of assets in lower-quality debt securities .

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Fidelity Mutual Fund

Fidelity Total 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 Total security.
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