Fidelity Monthly Income Class Series F5 USD (FID460)

11.68 +0.03 (+0.22%) USD  |  Dec 24 2024
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FID460 Alpha (vs YCharts Benchmark) (Since Inception)

Alpha (vs YCharts Benchmark) (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Alpha Definition

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Alpha measures the excess return that a security provides. Alpha can be measured by taking Risk Adjusted Security Return - Beta*(Risk Adjusted Market Return). This formula will return the outperformance that the security provides. Alpha is an important metric for active investing, where investors look for outperforming a particular benchmark.

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Alpha (vs YCharts Benchmark) (Since Inception) Range, Past 5 Years

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Alpha (vs YCharts Benchmark) (Since Inception) Benchmarks

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Fidelity Monthly Income Series F8 Upgrade
Fidelity Asset Allocation Private Pl Cl Sr F8 Upgrade
Fidelity Asset Allocation Curr Neu Pvt Pl Cl Sr F8 Upgrade
Fidelity Asset Allocation Private Pool Trst Sr F8 Upgrade
Mackenzie Strategic Income Series PWX USD Upgrade

Alpha (vs YCharts Benchmark) (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Beta (vs YCharts Benchmark) (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Historical Sortino (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade

Alpha (vs YCharts Benchmark) (Since Inception) Excel Add-In Codes

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Metric Code: enhanced_market_alpha_all
Latest Data Point: =YCP("M:FID460.TO", "enhanced_market_alpha_all")
Last 5 Data Points: =YCS("M:FID460.TO", "enhanced_market_alpha_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.