FJRLX
Fidelity Limited Term Bond Fund
1W: -0.1%
1M: -1.3%
3M: -2.1%
YTD: -2.5%
1Y: -3.1%
3Y: +11.8%
5Y: +6.6%
$11.28
-0.01 (-0.09%)
Weekly Expected Move ±0.4%
$11
$11
$11
$11
$11
Portfolio Health Summary
IS Overall Score
36.0
★★★★★
Altman Z-Score
1.86
Grey Zone
Weight Coverage
0%
of portfolio analyzed
Holdings Matched
2
with fundamental data
InsiderStreet Scorecard
★★★★★
36.0
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
1.86
Grey Zone (1.81–2.99)
Piotroski F-Score
3.3 / 9
Weak
Beneish M-Score
-3.35
Unlikely Manipulator
Credit Score
—
Earnings Quality
17.6 / 100
Portfolio Valuation
P/E
—
P/B
0.70x
P/S
71.24x
EV/EBITDA
186.53x
EV/Revenue
126.79x
P/FCF
21.71x
P/OCF
—
PEG
—
Earnings Yield
—
FCF Yield
4.61%
OCF Yield
—
Median P/E
-1.64x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+200.0%
Net Income
-100.0%
EPS
-100.0%
FCF
+64.5%
EBITDA
+108.1%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
—
Rev CAGR 5Y
—
EPS CAGR 3Y
—
EPS CAGR 5Y
—
FCF CAGR 3Y
—
FCF CAGR 5Y
—
EBITDA CAGR 3Y
—
EBITDA CAGR 5Y
—
Payout Ratio
—
Buyback Yield
0.00%
Dividend Yield
0.00%
Total Shareholder Return
-9.17%
Earnings Stability
Monte Carlo Price Simulation
Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.
Current Price
$11.29
Median 1Y
$11.47
5th Pctile
$10.92
95th Pctile
$12.06
Ann. Volatility
2.8%
25th–75th percentile
5th–95th percentile
Median path
Historical
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | — |
| Portfolio P/B | 0.70 |
| Portfolio P/S | 71.24 |
| EV/EBITDA | 186.53 |
| EV/Revenue | 126.79 |
| P/FCF | 21.71 |
| P/OCF | — |
| PEG | — |
| Earnings Yield | — |
| FCF Yield | 4.61% |
| OCF Yield | — |
| Median P/E | -1.64 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 67.06% |
| Operating Margin | -1021.57% |
| Net Margin | -3553.52% |
| FCF Margin | -60.38% |
| ROE | -38.23% |
| ROA | -31.33% |
| ROIC | -7.01% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.18 |
| Debt/Assets | 0.15 |
| Net Debt/EBITDA | 19.81 |
| Interest Coverage | -106.35 |
| Current Ratio | 6.05 |
| Quick Ratio | 6.05 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 200.00% |
| Net Income Growth | -100.00% |
| EPS Growth | -100.00% |
| FCF Growth | 64.46% |
| EBITDA Growth | 108.06% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | — |
| Revenue CAGR 5Y | — |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | — |
| EPS CAGR 5Y | — |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | — |
| FCF CAGR 5Y | — |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | — |
| EBITDA CAGR 5Y | — |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | — |
| Net Income CAGR 5Y | — |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 36.0 |
| IS Profitability | 20.0 |
| IS Balance Sheet | 35.5 |
| IS Earnings Quality | 17.6 |
| IS Growth | 52.5 |
| IS Value | 57.8 |
| IS Momentum | 50.0 |
| IS Safety | 42.8 |
| IS Quality | 43.4 |
| Altman Z-Score | 1.86 |
| Piotroski F-Score | 3.28 |
| Beneish M-Score | -3.35 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 0.00% |
| Payout Ratio | — |
| Buyback Yield | 0.00% |
| Total Shareholder Return | -9.17% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | — |
| Earnings Stability | — |
| Earnings Persistence | — |
| Margin Stability | — |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | -1.64 |
| Median P/B | 1.19 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 0.03% |
| Holdings Matched | 2 |
| Total Holdings | 4 |