Fidelity Dynamic Buffered Etf Performance
| FBUF Etf | 26.68 0.34 1.29% |
The etf shows a Beta (market volatility) of 0.5, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fidelity Dynamic Buffered has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Fidelity Dynamic is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Fidelity |
Fidelity Dynamic Relative Risk vs. Return Landscape
If you would invest 2,794 in Fidelity Dynamic Buffered on December 16, 2024 and sell it today you would lose (126.00) from holding Fidelity Dynamic Buffered or give up 4.51% of portfolio value over 90 days. Fidelity Dynamic Buffered is currently does not generate positive expected returns and assumes 0.7068% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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 Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fidelity Dynamic Buffered, and traders can use it to determine the average amount a Fidelity Dynamic'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 = -0.1035
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FBUF |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Dynamic 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 Dynamic by adding Fidelity Dynamic to a well-diversified portfolio.
About Fidelity Dynamic Performance
By analyzing Fidelity Dynamic's fundamental ratios, stakeholders can gain valuable insights into Fidelity Dynamic's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fidelity Dynamic 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 Dynamic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Fidelity Dynamic is entity of United States. It is traded as Etf on BATS exchange.| Fidelity Dynamic generated a negative expected return over the last 90 days |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Dynamic Buffered. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of Fidelity Dynamic Buffered 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 Dynamic's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Dynamic'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 Dynamic's market value can be influenced by many factors that don't directly affect Fidelity Dynamic'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 Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Dynamic'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.