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| Fidelity Funds - Pacific Fund - A USD DIS | ISIN: LU0049112450 | KAG: FIL Investment Management (Luxembourg) S.à.r.l. | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 7,33% | 8,86% | 14,10% | 14,23% | 61,11% | 17,49% | 2,87% | 7,71% | 501,72% / 5,72% |
| Volatilität: | 32,21% | 26,69% | 20,88% | 25,03% | 16,79% | 16,24% | 17,22% | 16,71% | 18,40% |
| Sharpe Ratio: | 0,22 | 0,31 | 0,63 | 0,55 | 3,53 | 3,34 | 0,97 | 6,52 | 26,12 |
| pos. Monate (%): | - | 66,67% | 50,00% | 66,67% | 75,00% | 61,11% | 51,67% | 59,17% | 55,61% |
| Max. Verlust: | -5,94% | -13,76% | -13,76% | -13,76% | -13,76% | -20,12% | -42,20% | -42,37% | -69,78% |
| Beta: |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 8,50% | 2,09% | -6,10% | 10,23% | -9,38% | 1,55% | -4,67% | 7,78% | 6,01% | 4,35% | -7,77% |
| Feb | 7,66% | 0,66% | 3,54% | -7,88% | -3,02% | 3,98% | -6,37% | 4,41% | -4,36% | 2,35% | -0,69% |
| Mär | -13,76% | -1,11% | 1,59% | -0,05% | -1,63% | -2,32% | -16,87% | -0,14% | -0,71% | 2,65% | 8,08% |
| Apr | 9,50% | 0,18% | -0,86% | -0,75% | -8,28% | -0,32% | 13,68% | 2,21% | -0,23% | 0,12% | 1,72% |
| Mai | - | 5,31% | 1,94% | -5,61% | -1,45% | 0,06% | 6,14% | -7,02% | 1,91% | 2,17% | 0,32% |
| Jun | - | 7,04% | -2,87% | 2,97% | -6,67% | 2,72% | 5,41% | 4,13% | -5,05% | 1,72% | 0,21% |
| Jul | - | 3,90% | 2,12% | 6,74% | 4,27% | -4,61% | 3,71% | -0,14% | -0,95% | 3,11% | 5,14% |
| Aug | - | 6,83% | 3,06% | -3,56% | -2,63% | 1,99% | 7,54% | -4,25% | -1,87% | 0,60% | 1,18% |
| Sep | - | 4,90% | 8,80% | -3,53% | -9,31% | -2,77% | -0,05% | 2,64% | -0,24% | 1,05% | 2,89% |
| Okt | - | 1,91% | -6,49% | -5,52% | -2,15% | 2,86% | 0,03% | 3,55% | -11,98% | 4,14% | -1,39% |
| Nov | - | -1,76% | -0,20% | 7,86% | 12,36% | -6,02% | 12,49% | -1,03% | 1,73% | 1,77% | -4,43% |
| Dez | - | 2,11% | -1,38% | 4,49% | -1,96% | -1,43% | 5,60% | 3,51% | -6,17% | 4,13% | -1,52% |
| Berechnungsbasis: 17.04.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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