Fidelity Greenwood Financials
| FAPSX Fund | 9.74 0.02 0.21% |
Fidelity |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fidelity Greenwood Fund Summary
Fidelity Greenwood competes with Fidelity Freedom, Fidelity Puritan, Fidelity Puritan, Fidelity Pennsylvania, and Fidelity Freedom. Using quantitative analysis to balance the funds risk across four risk factors growth , inflation , real rates , and liquidity . The fund invests in underlying funds, derivatives, cash and cash equivalents.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Greenwood's current stock value. Our valuation model uses many indicators to compare Fidelity Greenwood value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Greenwood competition to find correlations between indicators driving Fidelity Greenwood's intrinsic value. More Info.Fidelity Greenwood Street is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 29.70 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 Greenwood's earnings, one of the primary drivers of an investment's value.Fidelity Greenwood Street Systematic Risk
Fidelity Greenwood's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Greenwood volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-six with a total number of output elements of thirty-five. The Beta measures systematic risk based on how returns on Fidelity Greenwood Street correlated with the market. If Beta is less than 0 Fidelity Greenwood generally moves in the opposite direction as compared to the market. If Fidelity Greenwood Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Greenwood Street is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Greenwood is generally in the same direction as the market. If Beta > 1 Fidelity Greenwood moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Greenwood January 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Greenwood help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Greenwood Street. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Greenwood Street based on widely used predictive technical indicators. In general, we focus on analyzing Fidelity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fidelity Greenwood's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 3.47 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 0.8205 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Greenwood 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 Greenwood security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |