Fidelity Managed Retirement Fund Market Value

FKRVX Fund  USD 54.27  0.28  0.51%   
Fidelity Managed's market value is the price at which a share of Fidelity Managed trades on a public exchange. It measures the collective expectations of Fidelity Managed Retirement investors about its performance. Fidelity Managed is trading at 54.27 as of the 2nd of March 2025; that is 0.51 percent decrease since the beginning of the trading day. The fund's open price was 54.55.
With this module, you can estimate the performance of a buy and hold strategy of Fidelity Managed Retirement and determine expected loss or profit from investing in Fidelity Managed over a given investment horizon. Check out Fidelity Managed Correlation, Fidelity Managed Volatility and Fidelity Managed Alpha and Beta module to complement your research on Fidelity Managed.
Symbol

Please note, there is a significant difference between Fidelity Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Managed'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.

Fidelity Managed 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Fidelity Managed's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Fidelity Managed.
0.00
03/13/2023
No Change 0.00  0.0 
In 1 year 11 months and 21 days
03/02/2025
0.00
If you would invest  0.00  in Fidelity Managed on March 13, 2023 and sell it all today you would earn a total of 0.00 from holding Fidelity Managed Retirement or generate 0.0% return on investment in Fidelity Managed over 720 days. Fidelity Managed is related to or competes with Franklin Moderate, Jp Morgan, Moderate Strategy, and Dimensional Retirement. The fund invests in a combination of Fidelity U.S More

Fidelity Managed Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Fidelity Managed's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Fidelity Managed Retirement upside and downside potential and time the market with a certain degree of confidence.

Fidelity Managed Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Managed's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fidelity Managed's standard deviation. In reality, there are many statistical measures that can use Fidelity Managed historical prices to predict the future Fidelity Managed's volatility.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fidelity Managed's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
53.9054.2754.64
Details
Intrinsic
Valuation
LowRealHigh
53.7254.0954.46
Details

Fidelity Managed Ret Backtested Returns

At this stage we consider Fidelity Mutual Fund to be very steady. Fidelity Managed Ret secures Sharpe Ratio (or Efficiency) of close to zero, which denotes the fund had a close to zero % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Fidelity Managed Retirement, which you can use to evaluate the volatility of the entity. Please confirm Fidelity Managed's Coefficient Of Variation of 1405.3, downside deviation of 0.427, and Mean Deviation of 0.2657 to check if the risk estimate we provide is consistent with the expected return of 0.0019%. The fund shows a Beta (market volatility) of -0.0823, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Managed are expected to decrease at a much lower rate. During the bear market, Fidelity Managed is likely to outperform the market.

Auto-correlation

    
  0.29  

Poor predictability

Fidelity Managed Retirement has poor predictability. Overlapping area represents the amount of predictability between Fidelity Managed time series from 13th of March 2023 to 7th of March 2024 and 7th of March 2024 to 2nd of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Fidelity Managed Ret price movement. The serial correlation of 0.29 indicates that nearly 29.0% of current Fidelity Managed price fluctuation can be explain by its past prices.
Correlation Coefficient0.29
Spearman Rank Test0.37
Residual Average0.0
Price Variance1.78

Fidelity Managed Ret lagged returns against current returns

Autocorrelation, which is Fidelity Managed mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Fidelity Managed's mutual fund expected returns. We can calculate the autocorrelation of Fidelity Managed returns to help us make a trade decision. For example, suppose you find that Fidelity Managed has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Fidelity Managed regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Fidelity Managed mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Fidelity Managed mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Fidelity Managed mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Fidelity Managed Lagged Returns

When evaluating Fidelity Managed's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Fidelity Managed mutual fund have on its future price. Fidelity Managed autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Fidelity Managed autocorrelation shows the relationship between Fidelity Managed mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Fidelity Managed Retirement.
   Regressed Prices   
       Timeline  

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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 Managed 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 Managed security.
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