Fidelity Sustainable (UK) Performance
| FEIP Etf | 5.67 0.01 0.18% |
The etf shows a Beta (market volatility) of 0.0573, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Sustainable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Sustainable is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Sustainable EUR are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Fidelity Sustainable is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Fidelity |
Fidelity Sustainable Relative Risk vs. Return Landscape
If you would invest 556.00 in Fidelity Sustainable EUR on September 14, 2024 and sell it today you would earn a total of 11.00 from holding Fidelity Sustainable EUR or generate 1.98% return on investment over 90 days. Fidelity Sustainable EUR is generating 0.0308% of daily returns and assumes 0.1904% volatility on return distribution over the 90 days horizon. Simply put, 1% of etfs are less volatile than Fidelity, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Fidelity Sustainable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Sustainable's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fidelity Sustainable EUR, and traders can use it to determine the average amount a Fidelity Sustainable'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 = 0.1617
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FEIP |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Fidelity Sustainable is performing at about 12% 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 Sustainable by adding it to a well-diversified portfolio.
About Fidelity Sustainable Performance
Assessing Fidelity Sustainable's fundamental ratios provides investors with valuable insights into Fidelity Sustainable's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Fidelity Sustainable is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Fidelity Sustainable is entity of United Kingdom. It is traded as Etf on LSE exchange.