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| Fidelity Funds - America Fund - Y USD ACC | ISIN: LU0318939179 | KAG: FIL IM (LU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 2,66% | 3,53% | 5,34% | 12,96% | 18,66% | 7,74% | 10,03% | 7,72% | 254,80% / 7,69% |
| Volatilität: | 14,61% | 12,10% | 11,43% | 10,16% | 10,17% | 14,71% | 17,28% | 15,14% | 18,00% |
| Sharpe Ratio: | 0,16 | 0,22 | 0,30 | 0,94 | 1,44 | 1,80 | 3,64 | 7,16 | 13,95 |
| pos. Monate (%): | - | 66,67% | 66,67% | 70,00% | 66,67% | 55,56% | 63,33% | 61,67% | 62,80% |
| Max. Verlust: | -2,26% | -5,38% | -5,86% | -5,86% | -5,86% | -18,38% | -33,61% | -33,91% | -54,35% |
| Beta: | 0,86 | 0,74 | 0,64 | 0,58 | 0,58 | 0,60 | 0,68 | 0,73 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -0,41% | 4,91% | -1,60% | 0,34% | -2,78% | 7,77% | 4,52% | -0,21% | -7,78% | -3,83% | -1,92% |
| Feb | 3,27% | -3,73% | 2,40% | 5,39% | -9,64% | 1,53% | -3,50% | 3,33% | 2,34% | 5,37% | 4,62% |
| Mär | 4,78% | -2,47% | 7,18% | 4,56% | -12,81% | -0,55% | -3,19% | -1,69% | 4,07% | -0,29% | -0,47% |
| Apr | -3,33% | 1,09% | -3,15% | 3,89% | 12,75% | 1,10% | 1,79% | 0,00% | 0,58% | 2,32% | -0,07% |
| Mai | 0,18% | -3,86% | 0,20% | 2,98% | 7,80% | -6,83% | 1,21% | -0,45% | 2,47% | 1,87% | 2,46% |
| Jun | 2,45% | 5,85% | -6,32% | -3,30% | -0,57% | 6,65% | 0,81% | 0,35% | -1,12% | -1,95% | 2,27% |
| Jul | 5,17% | 5,97% | 5,47% | -0,15% | 3,47% | 0,00% | 3,49% | 0,85% | 3,58% | 1,18% | -0,57% |
| Aug | 0,00% | -2,44% | -1,90% | 1,24% | 3,85% | -5,15% | 2,34% | -1,44% | 0,11% | -5,85% | 5,19% |
| Sep | -0,87% | -1,45% | -6,86% | -1,28% | -3,25% | 2,31% | 1,34% | 1,91% | 0,49% | -2,29% | -1,83% |
| Okt | -0,15% | -2,54% | 8,06% | 4,22% | -2,76% | 0,47% | -5,11% | 0,89% | -2,59% | 8,28% | 3,26% |
| Nov | 5,29% | 5,90% | 2,31% | -3,10% | 16,23% | 1,65% | 2,23% | 2,05% | 6,48% | 0,63% | 3,22% |
| Dez | - | 2,48% | -4,65% | 5,24% | 2,77% | 0,81% | -9,44% | 1,97% | 1,32% | -1,35% | 2,07% |
| Berechnungsbasis: 20.11.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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