Fidelity Low Volatility Etf Performance
| FDLO Etf | USD 62.43 0.19 0.30% |
The etf shows a Beta (market volatility) of 0.59, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Low's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Low is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Low Volatility are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy essential indicators, Fidelity Low is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Proactive Strategies - Stock Traders Daily | 11/12/2024 |
2 | Trend Tracker for - Stock Traders Daily | 11/22/2024 |
3 | Westside Investment Management Inc. Sells 1,006 Shares of Fidelity Low Volatility Factor ETF | 12/12/2024 |
| In Threey Sharp Ratio | 0.45 |
Fidelity |
Fidelity Low Relative Risk vs. Return Landscape
If you would invest 6,054 in Fidelity Low Volatility on September 17, 2024 and sell it today you would earn a total of 189.00 from holding Fidelity Low Volatility or generate 3.12% return on investment over 90 days. Fidelity Low Volatility is currently generating 0.0494% in daily expected returns and assumes 0.5288% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% 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 Low Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Low's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fidelity Low Volatility, and traders can use it to determine the average amount a Fidelity Low'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 = 0.0934
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FDLO |
Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Fidelity Low is performing at about 7% 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 Fidelity Low by adding it to a well-diversified portfolio.
Fidelity Low Fundamentals Growth
Fidelity Etf prices reflect investors' perceptions of the future prospects and financial health of Fidelity Low, and Fidelity Low 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.
| Price To Earning | 21.39 X | |||
| Price To Book | 3.23 X | |||
| Price To Sales | 1.92 X | |||
| Total Asset | 400.79 M | |||
About Fidelity Low Performance
By examining Fidelity Low's fundamental ratios, stakeholders can obtain critical insights into Fidelity Low's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Fidelity Low is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund normally invests at least 80 percent of assets in securities included in the Fidelity U.S. Fidelity Low is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Westside Investment Management Inc. Sells 1,006 Shares of Fidelity Low Volatility Factor ETF | |
| The fund retains 99.76% 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 Low Volatility. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
The market value of Fidelity Low Volatility 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 Low's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Low'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 Low's market value can be influenced by many factors that don't directly affect Fidelity Low'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 Low's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Low is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Low'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.