Fidelity Tactical High Fund Manager Performance Evaluation
| FTHI Fund | 10.65 0.03 0.28% |
The fund shows a Beta (market volatility) of 0.27, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Tactical is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fidelity Tactical High has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy basic indicators, Fidelity Tactical is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
...more1 | Market Performance Analysis - Stock Traders Daily | 03/21/2025 |
Fidelity |
Fidelity Tactical Relative Risk vs. Return Landscape
If you would invest 1,071 in Fidelity Tactical High on December 25, 2024 and sell it today you would lose (6.00) from holding Fidelity Tactical High or give up 0.56% of portfolio value over 90 days. Fidelity Tactical High is generating negative expected returns and assumes 0.7232% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds 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 |
| Risk |
Fidelity Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Tactical's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Fidelity Tactical High, and traders can use it to determine the average amount a Fidelity Tactical'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 = -0.0092
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FTHI |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Tactical 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 Tactical by adding Fidelity Tactical to a well-diversified portfolio.
Things to note about Fidelity Tactical High performance evaluation
Checking the ongoing alerts about Fidelity Tactical for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Fidelity Tactical High help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Tactical generated a negative expected return over the last 90 days |
- Analyzing Fidelity Tactical'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 Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Tactical'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 Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Tactical's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Tactical's fund. These opinions can provide insight into Fidelity Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
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