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| Fidelity MSCI World Index Fund - P EUR ACC | ISIN: IE00BYX5NX33 | KAG: FIL Fund M. (IE) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 2,71% | 9,35% | 11,50% | 25,22% | 30,95% | 9,34% | 13,24% | - | 130,08% / 13,29% |
| Volatilität: | 13,94% | 11,65% | 13,08% | 11,63% | 11,30% | 14,40% | 17,67% | - | 16,39% |
| Sharpe Ratio: | 0,18 | 0,73 | 0,74 | 1,87 | 2,38 | 2,24 | 4,97 | 8,02 | |
| pos. Monate (%): | - | 100,00% | 66,67% | 70,00% | 75,00% | 61,11% | 68,33% | - | 64,20% |
| Max. Verlust: | -2,94% | -4,32% | -9,04% | -9,04% | -9,04% | -16,76% | -33,71% | - | -33,71% |
| Beta: | 1,49 | 1,40 | 1,27 | 1,25 | 1,25 | 1,13 | 1,21 | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,91% | 5,23% | -3,92% | -0,31% | 0,66% | 7,31% | - | - | - | - | - |
| Feb | 3,60% | -0,46% | -3,31% | 0,72% | -7,64% | 3,66% | - | - | - | - | - |
| Mär | 2,69% | 1,60% | 4,57% | 3,78% | -13,07% | 2,24% | - | - | - | - | - |
| Apr | -2,91% | 0,10% | -4,18% | 1,26% | 15,08% | 2,43% | 2,97% | - | - | - | - |
| Mai | 3,17% | 2,00% | -1,42% | -0,14% | 6,18% | -4,55% | 3,53% | - | - | - | - |
| Jun | 3,34% | 3,13% | -6,09% | 4,60% | 1,05% | 4,30% | -0,95% | - | - | - | - |
| Jul | 0,65% | 2,27% | 9,40% | 1,43% | -0,71% | 1,50% | 2,89% | - | - | - | - |
| Aug | 1,59% | -0,77% | -2,20% | 2,94% | 5,44% | -1,01% | 1,67% | - | - | - | - |
| Sep | 0,98% | -2,46% | -7,44% | -2,24% | -1,98% | 3,14% | 0,73% | - | - | - | - |
| Okt | 0,78% | -2,75% | 6,24% | 5,29% | -2,88% | 1,35% | -5,45% | - | - | - | - |
| Nov | 5,94% | 4,50% | 2,63% | 0,22% | 9,82% | 3,26% | 0,88% | - | - | - | - |
| Dez | - | 2,31% | -6,61% | 4,40% | 1,45% | 1,16% | -8,48% | - | - | - | - |
| Berechnungsbasis: 20.11.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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