Fidelity Blue Chip Etf Performance
| FBCG Etf | USD 41.39 1.10 2.73% |
The etf shows a Beta (market volatility) of 0.1, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Blue's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Blue is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fidelity Blue Chip has generated negative risk-adjusted returns adding no value to investors with long positions. Despite abnormal performance in the last few months, the Etf's fundamental indicators remain nearly stable which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long-run up-swing for the Exchange Traded Fund stockholders. ...more
| In Threey Sharp Ratio | 0.53 |
Fidelity |
Fidelity Blue Relative Risk vs. Return Landscape
If you would invest 4,825 in Fidelity Blue Chip on December 16, 2024 and sell it today you would lose (686.00) from holding Fidelity Blue Chip or give up 14.22% of portfolio value over 90 days. Fidelity Blue Chip is currently does not generate positive expected returns and assumes 1.7286% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of etfs are less volatile than Fidelity, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Fidelity Blue Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Blue's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fidelity Blue Chip, and traders can use it to determine the average amount a Fidelity Blue'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 = -0.1367
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FBCG |
Estimated Market Risk
| 1.73 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Blue 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 Blue by adding Fidelity Blue to a well-diversified portfolio.
Fidelity Blue Fundamentals Growth
Fidelity Etf prices reflect investors' perceptions of the future prospects and financial health of Fidelity Blue, and Fidelity Blue 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 Etf performance.
| Total Asset | 325.12 M | |||
About Fidelity Blue Performance
By analyzing Fidelity Blue's fundamental ratios, stakeholders can gain valuable insights into Fidelity Blue's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fidelity Blue has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity Blue has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Normally the fund invests at least 80 percent of assets in blue chip companies view, are well-known, well-established and well-capitalized, which generally have large or medium market capitalizations. Fidelity Blue is traded on BATS Exchange in the United States.| Fidelity Blue Chip generated a negative expected return over the last 90 days | |
| The fund retains 99.5% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Blue Chip. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
The market value of Fidelity Blue Chip is measured differently than its book value, which is the value of Fidelity that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelity Blue's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Blue's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fidelity Blue's market value can be influenced by many factors that don't directly affect Fidelity Blue's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fidelity Blue's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Blue is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Blue's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.