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Fidelity Funds - US High Yield Fund - Y EUR ACC H | ISIN: LU0665148036 | KAG: FIL IM (LU) |
1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
---|---|---|---|---|---|---|---|---|---|
Performance: | 0,00% | 1,51% | 4,22% | 5,01% | 9,89% | 0,64% | 2,28% | 2,71% | 67,80% / 4,00% |
Volatilität: | 2,34% | 2,16% | 2,75% | 2,95% | 3,32% | 5,63% | 7,08% | 5,82% | 5,44% |
Sharpe Ratio: | - | 0,30 | 0,85 | 0,54 | 1,77 | 0,60 | 1,90 | 4,90 | 11,93 |
pos. Monate (%): | - | 66,67% | 66,67% | 70,00% | 66,67% | 50,00% | 61,67% | 57,50% | 60,63% |
Max. Verlust: | -0,59% | -0,89% | -1,10% | -1,80% | -1,80% | -14,66% | -23,49% | -23,49% | -23,49% |
Beta: | 1,49 | 1,52 | 1,60 | 1,52 | 1,59 | 1,16 | 1,22 | 1,26 | - |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Jan | -0,06% | 3,06% | -2,59% | 0,13% | -0,52% | 5,00% | 0,61% | 1,08% | -1,87% | 1,02% | 0,41% |
Feb | -0,19% | -2,10% | -0,99% | 0,57% | -2,09% | 1,52% | -0,68% | 1,71% | 0,00% | 2,02% | 2,34% |
Mär | 0,94% | 1,01% | -0,68% | 0,19% | -12,19% | 0,41% | -0,75% | -0,98% | 3,14% | -0,38% | 0,08% |
Apr | -0,87% | 0,87% | -3,39% | 0,94% | 5,50% | 1,21% | 0,35% | 0,99% | 3,20% | 1,22% | 0,32% |
Mai | 0,69% | -1,45% | 0,19% | 0,25% | 4,67% | -1,93% | 0,21% | 0,70% | 0,47% | 0,15% | 1,02% |
Jun | 0,87% | 1,00% | -6,49% | 1,49% | 0,28% | 2,03% | -0,14% | 0,00% | 0,70% | -1,80% | 1,17% |
Jul | 1,61% | 1,19% | 5,62% | -0,06% | 4,10% | 0,13% | 0,55% | 1,18% | 2,30% | -0,46% | -1,38% |
Aug | 1,28% | 0,20% | -2,76% | 0,92% | 0,80% | 0,00% | 0,41% | -0,21% | 2,10% | -1,53% | 2,19% |
Sep | 1,20% | -1,24% | -3,00% | 0,12% | -1,19% | 0,00% | 0,20% | 0,69% | 1,03% | -2,50% | -2,30% |
Okt | -0,77% | -1,53% | 2,60% | 0,06% | 0,07% | 0,07% | -2,50% | 0,27% | -0,07% | 2,97% | 1,73% |
Nov | 0,54% | 4,24% | 1,37% | -1,03% | 3,82% | -0,20% | -1,46% | -0,27% | 0,07% | -1,48% | -0,54% |
Dez | - | 3,16% | -1,60% | 1,47% | 1,22% | 2,05% | -2,75% | 0,27% | 1,54% | -3,08% | -0,62% |
Berechnungsbasis: 20.11.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |