Fidelity Telecom And Fund Manager Performance Evaluation

FIUIX Fund  USD 36.42  -0.20  -0.55%   
The fund secures a Beta (Market Risk) of 0.31, which means possible diversification benefits within a given portfolio. FIDELITY TELECOM moves in the same direction as the market but with less intensity, offering a degree of cushion during selloffs.
Risk-Adjusted Performance
Moderate
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on Fidelity Telecom And rank lower than 10% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat weak forward indicators, FIDELITY TELECOM may actually be approaching a critical reversion point that can send shares even higher in April 2026. Learn More
Expense Ratio Date1st of April 2025
Expense Ratio0.7300
  

Relative Risk vs. Return Landscape

If you had invested $ 3,386 in Fidelity Telecom And on December 15, 2025 and sold it today you would have earned a total of $ 256.00 from holding Fidelity Telecom And or generated 7.56% return on investment over 90 days. Fidelity Telecom And is currently producing a 0.122% return and carries 0.9459% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than FIDELITY, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This comparison focuses on expected return, realized volatility, and risk efficiency versus the market. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Assuming a 90-day horizon FIDELITY TELECOM is expected to generate 1.2 times more return on investment than the market. However, the fund is 1.2 times more volatile than its market benchmark. It trades about 0.13 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

Historical Prices of Fidelity Telecom And

Below is the normalized historical share price chart for Fidelity Telecom And extending back to February 26, 1988. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of FIDELITY TELECOM stands at 36.42, as last reported on the 15th of March 2026, with the highest price reaching 36.42 and the lowest price hitting 36.42 during the day.
Macro event markers
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

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 baseline for forecasting. Nonetheless, studies have found that some funds are persistently mispriced, with the spread correcting only when market dynamics shift significantly.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
36.42 90 days 36.42
about 17.3
Based on standard probability analysis, the odds of FIDELITY TELECOM moving above the current price in 90 days from now are about 17.3 (The chart above shows the probability distribution of FIDELITY Mutual Fund prices over the next 90 days).
Assuming a 90-day horizon FIDELITY TELECOM has a beta of 0.31. This usually indicates as returns on the market go up, FIDELITY TELECOM's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Fidelity Telecom And is expected to be smaller as well. Additionally, Fidelity Telecom And has an alpha of 0.1203, implying that it can generate a 0.1203 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   FIDELITY TELECOM Price Density   
       Price  

Predictive Modules for FIDELITY TELECOM

Accurately predicting the fund market is one of the most challenging tasks in investing. For Fidelity Telecom And, a range of forecasting tools can be applied, though none offer certainty. Despite this, systematic forecasting is a critical step in the investment process — comparing methods and results helps investors develop a more nuanced view of potential outcomes.
The mean reversion principle applied to FIDELITY TELECOM's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Hype
Prediction
LowEstimatedHigh
35.4036.3537.30
Details
Intrinsic
Valuation
LowRealHigh
35.9536.9037.85
Details
Naive
Forecast
LowNextHigh
34.4435.3936.33
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
33.1836.0238.85
Details
Peer comparison enriches FIDELITY TELECOM analysis by revealing how the company ranks against competitors on key metrics. This relative perspective often changes investment conclusions drawn from standalone fundamental analysis.

Primary Risk Indicators

The past 10-20 years have brought considerable volatility to the mutual fund market, and FIDELITY TELECOM has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Fidelity Telecom And should monitor FIDELITY TELECOM's fundamental risk indicators to stay ahead of market swings.
α
Alpha over Dow Jones
0.12
β
Beta against Dow Jones0.31
σ
Overall volatility
1.56
Ir
Information ratio 0.16

Investor Alerts and Insights

Alerts and suggestions for FIDELITY TELECOM give investors a structured way to monitor the fund for material events. Fidelity Telecom And notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.
The fund retains 98.48% of its assets under management (AUM) in equities

FIDELITY TELECOM Fundamentals Growth

FIDELITY Mutual Fund performance is fundamentally tied to FIDELITY TELECOM's financial health and growth outlook. Revenue and earnings trends, operating margins, and capital structure decisions all play a significant role in shaping investor expectations for FIDELITY Mutual Fund.

Performance Metrics & Calculation Methodology

FIDELITY TELECOM performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.

Inputs for Fidelity Telecom And come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors