Vortrag am FONDS professionell KONGRESSFidelity Fd.Sust.Gl.Eq.Inc.Fd.A Acc
| MVD-Fonds Rating | EDA |
|---|---|
 | 75 |
ISIN: LU1627197004 | WKN: A2DTRE
KAG: FIL IM (LU)
NAV: 19,05 EUR am 09.09.2024
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Kennzahlen Fidelity Fd.Sust.Gl.Eq.Inc.Fd.A Acc
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +5,02% | +8,42% | +20,65% | +34,53% | +65,94% | - | +90,50% |
| Volatilität | +8,81% | +8,65% | +8,06% | +10,68% | +13,35% | - | +13,02% |
| Sharpe Ratio | +8,46 | +1,63 | +2,15 | +0,65 | +0,54 | - | +0,45 |
| Bester Monat | - | +3,10% | +3,75% | +6,11% | +8,56% | - | +8,56% |
| Schl. Monat | - | -2,62% | -2,62% | -3,96% | -8,31% | - | -8,31% |
| Max. Verlust | -1,83% | -4,61% | -4,62% | -10,87% | -27,60% | - | -27,60% |
Monatsperformance Fidelity Fd.Sust.Gl.Eq.Inc.Fd.A Acc
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +2,94% | +2,71% | -2,76% | -0,90% | +2,07% |
| Februar | +3,75% | +2,09% | -2,36% | +1,08% | -7,22% |
| März | +3,10% | +1,19% | +3,18% | +7,38% | -8,31% |
| April | -2,62% | +0,72% | +0,67% | -0,23% | +6,11% |
| Mai | +1,60% | -0,06% | -3,00% | +0,38% | +2,34% |
| Juni | +2,48% | +2,34% | -3,36% | +2,97% | +1,58% |
| Juli | +2,47% | -0,51% | +6,11% | +1,93% | -1,12% |
| August | +1,93% | +0,32% | -2,08% | +3,34% | +2,27% |
| September | +0,16% | -0,32% | -3,96% | -3,38% | +0,17% |
| Oktober | - | -1,08% | +5,41% | +4,44% | -5,21% |
| November | - | +3,42% | +1,15% | +0,70% | +8,56% |
| Dezember | - | +1,75% | -3,81% | +5,40% | +1,00% |
| Gesamt | +16,80% | +13,20% | -5,39% | +25,14% | +0,84% |
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