Fidelity Asset Three Year Return vs. Ten Year Return
| FTASX Fund | USD 29.15 0.12 0.41% |
For Fidelity Asset profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fidelity Asset to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fidelity Asset Manager utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fidelity Asset's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fidelity Asset Manager over time as well as its relative position and ranking within its peers.
Fidelity |
Fidelity Asset Manager Ten Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Asset's current stock value. Our valuation model uses many indicators to compare Fidelity Asset value to that of its competitors to determine the firm's financial worth. Fidelity Asset Manager is one of the top funds in three year return among similar funds. It also is one of the top funds in ten year return among similar funds reporting about 1.95 of Ten Year Return per Three Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Asset's earnings, one of the primary drivers of an investment's value.Fidelity Ten Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Fidelity Asset |
| = | 4.00 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Fidelity Asset |
| = | 7.81 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Fidelity Ten Year Return Comparison
Fidelity Asset is currently under evaluation in ten year return among similar funds.
Fidelity Asset Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fidelity Asset, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fidelity Asset will eventually generate negative long term returns. The profitability progress is the general direction of Fidelity Asset's change in net profit over the period of time. It can combine multiple indicators of Fidelity Asset, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund allocates its assets among three main asset classes the stock class , the bond class , and the short-termmoney market class .
Fidelity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fidelity Asset. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Fidelity Asset position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Fidelity Asset's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Fidelity Asset without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Fidelity Asset position
In addition to having Fidelity Asset in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Giant Impact
An experimental equal-weighted decomposition of large high potential stocks based on Macroaxis scoring framework. The Giant Impact theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Giant Impact Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Mutual Fund
To fully project Fidelity Asset's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fidelity Asset Manager at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Fidelity Asset's income statement, its balance sheet, and the statement of cash flows.
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