Fidelity Intermediate Bond Fund Manager Performance Evaluation
| FTHRX Fund | USD 10.18 0.01 0.1% |
The fund shows a Beta (market volatility) of -0.0293, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Intermediate are expected to decrease at a much lower rate. During the bear market, Fidelity Intermediate is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Fidelity Intermediate Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fidelity Intermediate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of October 2022 | |
| Expense Ratio | 0.4400 |
Fidelity |
Fidelity Intermediate Relative Risk vs. Return Landscape
If you would invest 1,028 in Fidelity Intermediate Bond on September 12, 2024 and sell it today you would lose (10.00) from holding Fidelity Intermediate Bond or give up 0.97% of portfolio value over 90 days. Fidelity Intermediate Bond is currently producing negative expected returns and takes up 0.1941% volatility of returns over 90 trading days. Put another way, 1% 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 Intermediate Current Valuation
Overvalued
Today
Please note that Fidelity Intermediate's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Intermediate shows a prevailing Real Value of $9.83 per share. The current price of the fund is $10.18. We determine the value of Fidelity Intermediate 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.
Since Fidelity Intermediate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Intermediate'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 10.18 | Real 9.83 | Hype 10.18 | Naive 10.2 |
The intrinsic value of Fidelity Intermediate'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 Intermediate'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 Intermediate Bond 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 Intermediate more accurately as focusing exclusively on Fidelity Intermediate's fundamentals will not take into account other important factors: Fidelity Intermediate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Intermediate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Intermediate Bond, and traders can use it to determine the average amount a Fidelity Intermediate'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 = -0.079
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| Negative Returns | FTHRX |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Intermediate 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 Intermediate by adding Fidelity Intermediate to a well-diversified portfolio.
Fidelity Intermediate Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Intermediate, and Fidelity Intermediate 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.
About Fidelity Intermediate Performance
Evaluating Fidelity Intermediate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Intermediate 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 Intermediate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Normally investing at least 80 percent of assets in investment-grade debt securities of all types and repurchase agreements for those securities. Managing the fund to have similar overall interest rate risk to the Bloomberg U.S. Intermediate GovernmentCredit Bond Index. Normally maintaining a dollar-weighted average maturity between three and 10 years. Allocating assets across different market sectors and maturities. Investing in domestic and foreign issuers.Things to note about Fidelity Intermediate performance evaluation
Checking the ongoing alerts about Fidelity Intermediate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Intermediate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Intermediate generated a negative expected return over the last 90 days | |
| The fund retains about 95.68% of its assets under management (AUM) in fixed income securities |
- Analyzing Fidelity Intermediate'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 Intermediate's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Intermediate'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 Intermediate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Intermediate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Intermediate's mutual fund. These opinions can provide insight into Fidelity Intermediate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Intermediate 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 Intermediate security.
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