Fidelity Asset Manager Fund Manager Performance Evaluation
| FCASX Fund | USD 29.41 -0.55 -1.84% |
The fund has a Beta (Market Risk) of 0.0835, which implies very low measured sensitivity to broad market movements. Returns on FIDELITY ASSET tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Weak
Weak | Strong |
Fidelity Asset Manager has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. Market capitalization should still be reviewed beside liquidity, leverage, and earnings quality. Despite somewhat strong basic indicators, FIDELITY ASSET is not utilizing all of its potential. The recent price disturbance may contribute to short-term losses for investors. Learn More
FIDELITY |
Relative Risk vs. Return Landscape
If you had invested $ 3,002 in Fidelity Asset Manager on December 22, 2025 and sold it today you would have lost $ 61.00 from holding Fidelity Asset Manager or given up 2.03% of portfolio value over 90 days. Fidelity Asset Manager is currently producing negative expected returns and carries 0.6922% volatility of returns over 90 trading days. Put another way, 6% 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 |
Target Price Odds to finish over Current Price
For FIDELITY Mutual Fund, the tendency of price to converge toward a long-term average provides a useful forecasting baseline. Investors have relied on this tendency for decades, though persistent mispricings in some instruments suggest additional risk factors.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 29.41 | 90 days | 29.41 | close to 99 |
Based on standard probability analysis, the odds of FIDELITY ASSET moving above the current price in 90 days from now are close to 99 . Historical price behavior and variance analysis form the basis of this probability estimate. (The chart above shows the probability distribution of FIDELITY Mutual Fund prices over the next 90 days). The tails of the distribution show the probability of extreme price movements in FIDELITY Mutual Fund over 90 days.
FIDELITY ASSET Price Density |
| Price |
Predictive Modules for FIDELITY ASSET
A variety of analytical techniques are available for forecasting Fidelity Asset Manager and the broader fund market. From technical pattern analysis to statistical models, each method contributes a different perspective on Fidelity Asset Manager.The mean reversion principle applied to FIDELITY ASSET's suggests that neither prolonged outperformance nor underperformance is permanent. Identifying the root cause of FIDELITY ASSET's price dislocation is essential before acting on a mean reversion signal.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, with FIDELITY ASSET experiencing notable price swings. FIDELITY ASSET has reflected this volatile environment with periods of significant price swings.α | Alpha over Dow Jones | -0.0325 | |
β | Beta against Dow Jones | 0.08 | |
σ | Overall volatility | 0.51 | |
Ir | Information ratio | 0.08 |
Investor Alerts and Insights
Alerts and suggestions for FIDELITY ASSET give investors a structured way to monitor the fund for material events. Fidelity Asset Manager alerts cover shifts in fundamentals, technical conditions, and significant market-moving events.| FIDELITY ASSET generated a negative expected return over the last 90 days |
FIDELITY ASSET Fundamentals Growth
FIDELITY Mutual Fund performance is fundamentally tied to FIDELITY ASSET's financial health and growth outlook. Investors track revenue and earnings growth, margin stability, and balance sheet health for FIDELITY Mutual Fund.
| Price To Earning | 18.32 X | |||
| Price To Book | 2.11 X | |||
| Price To Sales | 1.62 X | |||
| Total Asset | 7.09 B | |||
Performance Metrics & Calculation Methodology
FIDELITY ASSET performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Liquidity conditions can influence realized performance through spreads and execution cost.
The analytics block for Fidelity Asset Manager relies on fund disclosures and market reference feeds, with quality checks and normalization applied before rendering. Timing can vary by data vendor. Return and risk statistics are calculated from historical price series.