Fidelity Value Factor Etf Performance
| FVAL Etf | USD 73.80 0.36 0.49% |
The etf shows a Beta (market volatility) of 0.82, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Value is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Value Factor are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, Fidelity Value is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
Fidelity | Build AI portfolio with Fidelity Etf |
Fidelity Value Relative Risk vs. Return Landscape
If you would invest 7,076 in Fidelity Value Factor on October 28, 2025 and sell it today you would earn a total of 304.00 from holding Fidelity Value Factor or generate 4.3% return on investment over 90 days. Fidelity Value Factor is currently generating 0.0715% in daily expected returns and assumes 0.7192% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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 Value Target Price Odds to finish over Current Price
The tendency of Fidelity Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 73.80 | 90 days | 73.80 | about 7.15 |
Based on a normal probability distribution, the odds of Fidelity Value to move above the current price in 90 days from now is about 7.15 (This Fidelity Value Factor probability density function shows the probability of Fidelity Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days Fidelity Value has a beta of 0.82. This usually indicates as returns on the market go up, Fidelity Value average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fidelity Value Factor will be expected to be much smaller as well. Additionally Fidelity Value Factor has an alpha of 0.0037, implying that it can generate a 0.003686 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Fidelity Value Price Density |
| Price |
Predictive Modules for Fidelity Value
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fidelity Value Factor. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Fidelity Value Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity Value is not an exception. The market had few large corrections towards the Fidelity Value's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Fidelity Value Factor, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity Value within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.82 | |
σ | Overall volatility | 1.57 | |
Ir | Information ratio | -0.01 |
Fidelity Value Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Fidelity Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Value Factor can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from zacks.com: Should You Invest in the iShares U.S. Utilities ETF | |
| The fund retains 99.91% of its assets under management (AUM) in equities |
Fidelity Value Fundamentals Growth
Fidelity Etf prices reflect investors' perceptions of the future prospects and financial health of Fidelity Value, and Fidelity Value 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 | 14.90 X | |||
| Price To Book | 2.03 X | |||
| Price To Sales | 1.10 X | |||
| Total Asset | 409.8 M | |||
About Fidelity Value Performance
By examining Fidelity Value's fundamental ratios, stakeholders can obtain critical insights into Fidelity Value'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 Value 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 Value is traded on NYSEARCA Exchange in the United States.| Latest headline from zacks.com: Should You Invest in the iShares U.S. Utilities ETF | |
| The fund retains 99.91% 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 Value Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of Fidelity Value Factor 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 Value's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Value'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 Value's market value can be influenced by many factors that don't directly affect Fidelity Value'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 Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Value'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.