Industrials Portfolio Industrials Fund Manager Performance Evaluation
| FCYIX Fund | USD 46.18 0.24 0.52% |
The fund retains a Market Volatility (i.e., Beta) of 1.3, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Industrials Portfolio will likely underperform.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Industrials Portfolio Industrials are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Industrials Portfolio showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Fidelity Select Industrials Portfolio Q3 2024 Review - Seeking Alpha | 11/19/2024 |
| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.6900 |
Industrials |
Industrials Portfolio Relative Risk vs. Return Landscape
If you would invest 3,960 in Industrials Portfolio Industrials on September 2, 2024 and sell it today you would earn a total of 658.00 from holding Industrials Portfolio Industrials or generate 16.62% return on investment over 90 days. Industrials Portfolio Industrials is currently producing 0.246% returns and takes up 1.0623% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Industrials, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Industrials Portfolio Current Valuation
Fairly Valued
Today
Please note that Industrials Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Industrials Portfolio retains a regular Real Value of $46.82 per share. The prevalent price of the fund is $46.18. We determine the value of Industrials Portfolio from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Industrials Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Industrials Mutual Fund. However, Industrials Portfolio'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 46.18 | Real 46.82 | Hype 46.25 | Naive 46.05 |
The intrinsic value of Industrials Portfolio'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 Industrials Portfolio'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 Industrials Portfolio Industrials helps investors to forecast how Industrials 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 Industrials Portfolio more accurately as focusing exclusively on Industrials Portfolio's fundamentals will not take into account other important factors: Industrials Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Industrials Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Industrials Portfolio Industrials, and traders can use it to determine the average amount a Industrials Portfolio'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 = 0.2315
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FCYIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Industrials Portfolio is performing at about 18% of its full potential. 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 Industrials Portfolio by adding it to a well-diversified portfolio.
Industrials Portfolio Fundamentals Growth
Industrials Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Industrials Portfolio, and Industrials Portfolio 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 Industrials Mutual Fund performance.
| Price To Earning | 20.91 X | ||||
| Price To Book | 3.33 X | ||||
| Price To Sales | 1.43 X | ||||
About Industrials Portfolio Performance
Evaluating Industrials Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Industrials Portfolio 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 Industrials Portfolio 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.
The fund invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in the research, development, manufacture, distribution, supply, or sale of industrial products, services, or equipment. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Industrials Portfolio performance evaluation
Checking the ongoing alerts about Industrials Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Industrials Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Fidelity Select Industrials Portfolio Q3 2024 Review - Seeking Alpha | |
| The fund retains 99.52% of its assets under management (AUM) in equities |
- Analyzing Industrials Portfolio'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 Industrials Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Industrials Portfolio'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 Industrials Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Industrials Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Industrials Portfolio's mutual fund. These opinions can provide insight into Industrials Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Industrials Mutual Fund
Industrials Portfolio financial ratios help investors to determine whether Industrials 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 Industrials with respect to the benefits of owning Industrials Portfolio security.
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