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| Fidelity Funds - Sustainable Japan Equity Fund - Y JPY ACC | ISIN: LU0318940771 | KAG: FIL IM (LU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -1,91% | 2,29% | -1,58% | 14,28% | 12,87% | 4,29% | 10,60% | 7,92% | 74,50% / 3,31% |
| Volatilität: | 16,53% | 20,55% | 24,88% | 20,95% | 20,22% | 17,74% | 19,55% | 18,98% | 22,52% |
| Sharpe Ratio: | - | 0,07 | - | 0,52 | 0,44 | 0,84 | 3,43 | 5,92 | 3,14 |
| pos. Monate (%): | - | 66,67% | 50,00% | 60,00% | 58,33% | 47,22% | 56,67% | 58,33% | 55,07% |
| Max. Verlust: | -3,16% | -7,34% | -20,54% | -20,54% | -20,54% | -20,93% | -29,95% | -29,95% | -63,56% |
| Beta: | 0,61 | 0,72 | 0,71 | 0,75 | 0,75 | 0,78 | 0,84 | 0,84 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 6,88% | 4,21% | -10,01% | -0,31% | -1,68% | 4,64% | 2,36% | -0,21% | -5,89% | 0,37% | -7,71% |
| Feb | 4,93% | -0,30% | -0,45% | -2,50% | -9,96% | 4,40% | -6,05% | 0,22% | -10,89% | 7,06% | 0,57% |
| Mär | 2,20% | 2,37% | 3,21% | 0,99% | -3,13% | 1,01% | -0,11% | -2,14% | 2,69% | 2,18% | -2,11% |
| Apr | 0,52% | 2,97% | -1,92% | -4,12% | 9,81% | 1,55% | 2,56% | 0,41% | -2,14% | 3,33% | -3,47% |
| Mai | 0,52% | 1,53% | -1,66% | 1,25% | 8,97% | -5,80% | 0,13% | 2,77% | 7,26% | 5,16% | 2,62% |
| Jun | 4,29% | 5,01% | -2,35% | 5,37% | 1,35% | 3,42% | -2,38% | 0,31% | -7,37% | -1,67% | 4,55% |
| Jul | -0,93% | -0,38% | 5,85% | -1,38% | -0,58% | -1,07% | 0,74% | -0,14% | 3,78% | -0,41% | 0,01% |
| Aug | 2,49% | -0,38% | -1,81% | 4,14% | 6,58% | -3,12% | -0,15% | -0,34% | -0,20% | -8,99% | 0,56% |
| Sep | -0,23% | -2,69% | -1,88% | 3,08% | 4,25% | 5,98% | 5,81% | 3,47% | 1,05% | -2,04% | 3,18% |
| Okt | -1,76% | -2,24% | 4,20% | 2,76% | -2,08% | 3,90% | -13,04% | 6,66% | 3,31% | 8,24% | 4,07% |
| Nov | 0,98% | 1,13% | 3,21% | -5,12% | 12,23% | 2,31% | 4,41% | 0,20% | 6,16% | 2,31% | 5,53% |
| Dez | - | -0,46% | -7,50% | 1,16% | 1,64% | 0,75% | -11,18% | 2,37% | 1,46% | -4,68% | -1,79% |
| Berechnungsbasis: 20.11.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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