Vortrag am FONDS professionell KONGRESSFidelity Funds - Sustainable US Equity Fund A-USD
| MVD-Fonds Rating | EDA |
|---|---|
  | 77 |
ISIN: LU0187121727 | WKN: A0B9MD
KAG: FIL IM (LU)
NAV: 42,01 USD am 27.09.2024
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Kennzahlen Fidelity Funds - Sustainable US Equity Fund A-USD
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,74% | +6,68% | +29,62% | +5,71% | +58,11% | +117,78% | +320,10% |
| Volatilität | +12,76% | +12,16% | +12,43% | +19,73% | +19,65% | +16,57% | +17,86% |
| Sharpe Ratio | +2,67 | +0,85 | +2,11 | -0,07 | +0,32 | +0,29 | +0,22 |
| Bester Monat | - | +4,65% | +8,83% | +11,49% | +11,49% | +11,49% | +11,68% |
| Schl. Monat | - | -3,73% | -5,07% | -11,76% | -11,76% | -11,76% | -15,85% |
| Max. Verlust | -3,50% | -5,68% | -6,06% | -35,25% | -35,25% | -35,25% | -55,93% |
Monatsperformance Fidelity Funds - Sustainable US Equity Fund A-USD
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +1,24% | +10,10% | -11,76% | +0,33% | +2,27% |
| Februar | +3,47% | -1,52% | -2,66% | +1,91% | -9,65% |
| März | +4,65% | +1,71% | +3,72% | +2,75% | -9,32% |
| April | -3,73% | -1,77% | -10,32% | +6,01% | +9,57% |
| Mai | +3,90% | +0,47% | -3,27% | +0,56% | +4,48% |
| Juni | +1,61% | +7,33% | -7,89% | +1,44% | +1,31% |
| Juli | +0,20% | +3,08% | +11,49% | +2,50% | +4,99% |
| August | +2,01% | -1,93% | -4,91% | +3,65% | +8,10% |
| September | +2,02% | -5,07% | -8,95% | -3,91% | -3,95% |
| Oktober | - | -3,12% | +3,24% | +6,16% | -2,86% |
| November | - | +8,83% | +3,48% | -1,21% | +9,79% |
| Dezember | - | +4,75% | -3,69% | +1,60% | +3,18% |
| Gesamt | +16,18% | +23,81% | -29,30% | +23,58% | +16,57% |
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