| zurück zur Übersicht |
|
||
|---|---|---|---|
| Fidelity Funds - Global Multi Asset Growth & Income Fund - Y EUR ACC H | ISIN: LU1261432220 | KAG: FIL IM (LU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -1,32% | -0,59% | 1,35% | 5,93% | 10,24% | -1,84% | -1,09% | - | -3,46% / -0,38% |
| Volatilität: | 6,59% | 6,11% | 7,45% | 6,95% | 6,87% | 8,91% | 9,56% | - | 7,60% |
| Sharpe Ratio: | - | - | - | 0,36 | 0,91 | - | - | - | |
| pos. Monate (%): | - | 33,33% | 50,00% | 60,00% | 58,33% | 47,22% | 55,00% | - | 53,98% |
| Max. Verlust: | -2,14% | -3,07% | -4,62% | -4,62% | -4,62% | -21,84% | -24,89% | - | -25,18% |
| Beta: | 1,11 | 1,34 | 1,30 | 1,33 | 1,32 | 1,40 | 1,37 | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -0,20% | 4,74% | -2,60% | -0,89% | -2,98% | 2,75% | -1,06% | 0,08% | -2,48% | - | - |
| Feb | 1,80% | -3,15% | -2,65% | 1,50% | -4,70% | 0,29% | -0,87% | 1,35% | -0,21% | - | - |
| Mär | 2,03% | 1,01% | -0,10% | 0,39% | -12,89% | 0,78% | -0,29% | -0,20% | 1,06% | - | - |
| Apr | -2,01% | 0,66% | -3,13% | 0,68% | 5,74% | 0,29% | 0,39% | 0,30% | 1,08% | - | - |
| Mai | 1,80% | -2,63% | -0,64% | 1,45% | 2,66% | -1,36% | -0,29% | 0,39% | 0,76% | - | - |
| Jun | 0,27% | 1,22% | -5,12% | -0,76% | 2,13% | 0,88% | -0,79% | -0,49% | -0,74% | - | - |
| Jul | 2,74% | 2,20% | 1,78% | -1,34% | 2,62% | -0,87% | 0,79% | 0,29% | 0,73% | - | - |
| Aug | 2,05% | -2,07% | -1,28% | 0,10% | 1,02% | -0,88% | -0,89% | 0,49% | -0,04% | - | - |
| Sep | 1,27% | -2,17% | -5,76% | -2,51% | -2,66% | 0,40% | -0,50% | 0,98% | 0,39% | -1,22% | - |
| Okt | -2,40% | -2,62% | 0,00% | 1,29% | -0,58% | 0,69% | -1,76% | 1,16% | -0,56% | 2,89% | - |
| Nov | 0,16% | 4,77% | 5,48% | -3,26% | 5,70% | -0,78% | 1,02% | -0,57% | 0,83% | -0,54% | - |
| Dez | - | 2,96% | -1,92% | 1,25% | 0,98% | 2,26% | -0,50% | 0,00% | 1,36% | -0,57% | - |
| Berechnungsbasis: 21.11.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||