Fidelity Advisor Series Fund Manager Performance Evaluation
| FMFMX Fund | USD 16.08 0.24 1.52% |
The fund shows a Beta (market volatility) of 0.86, which means possible diversification benefits within a given portfolio. Fidelity Advisor returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Advisor is expected to follow.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Fidelity Advisor Series has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's primary indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 28th of January 2023 | |
| Expense Ratio | 0.0100 |
Fidelity |
Fidelity Advisor Relative Risk vs. Return Landscape
If you would invest 1,974 in Fidelity Advisor Series on September 23, 2024 and sell it today you would lose (366.00) from holding Fidelity Advisor Series or give up 18.54% of portfolio value over 90 days. Fidelity Advisor Series is currently producing negative expected returns and takes up 2.9083% volatility of returns over 90 trading days. Put another way, 25% of traded mutual funds are less volatile than Fidelity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Advisor Current Valuation
Undervalued
Today
Please note that Fidelity Advisor's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Fidelity Advisor Series shows a prevailing Real Value of $16.68 per share. The current price of the fund is $16.08. We determine the value of Fidelity Advisor Series from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fidelity Advisor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Advisor'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 16.08 | Real 16.68 | Hype 16.08 | Naive 13.35 |
The intrinsic value of Fidelity Advisor'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 Fidelity Advisor'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 Fidelity Advisor Series helps investors to forecast how Fidelity 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 Fidelity Advisor more accurately as focusing exclusively on Fidelity Advisor's fundamentals will not take into account other important factors: Fidelity Advisor Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Advisor's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Advisor Series, and traders can use it to determine the average amount a Fidelity Advisor'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 = -0.0917
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FMFMX |
Estimated Market Risk
| 2.91 actual daily | 25 75% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Advisor 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 Advisor by adding Fidelity Advisor to a well-diversified portfolio.
Fidelity Advisor Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Advisor, and Fidelity Advisor 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 Mutual Fund performance.
| Price To Earning | 25.16 X | ||||
| Price To Book | 4.14 X | ||||
| Price To Sales | 3.30 X | ||||
About Fidelity Advisor Performance
Evaluating Fidelity Advisor's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Advisor 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 Advisor 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 normally invests at least 80 percent of its assets in equity securities. It normally invests primarily in common stocks. The fund invests in companies that Fidelity Management Research Company LLC believes have above-average growth potential . The advisor 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 Fidelity Advisor Series performance evaluation
Checking the ongoing alerts about Fidelity Advisor for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Advisor Series help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Advisor generated a negative expected return over the last 90 days | |
| The fund retains 97.31% of its assets under management (AUM) in equities |
- Analyzing Fidelity Advisor'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 Fidelity Advisor's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Advisor'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 Fidelity Advisor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Advisor's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Advisor's mutual fund. These opinions can provide insight into Fidelity Advisor's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Advisor 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 Advisor security.
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