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|---|---|---|---|
| Fidelity Funds - Pacific Fund - A USD DIS | ISIN: LU0049112450 | KAG: FIL IM (LU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 0,03% | 6,94% | 9,61% | -0,49% | 4,97% | -9,85% | 0,92% | 3,23% | 277,61% / 4,48% |
| Volatilität: | 15,01% | 13,31% | 13,61% | 13,33% | 13,70% | 17,07% | 18,65% | 16,30% | 18,45% |
| Sharpe Ratio: | - | 0,45 | 0,56 | - | 0,08 | - | 0,33 | 2,16 | 14,68 |
| pos. Monate (%): | - | 100,00% | 83,33% | 75,00% | 58,33% | 44,44% | 51,67% | 58,33% | 56,79% |
| Max. Verlust: | -5,47% | -5,47% | -7,58% | -7,58% | -12,93% | -42,20% | -42,37% | -42,37% | -69,78% |
| Beta: |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -6,10% | 10,23% | -9,38% | 1,55% | -4,67% | 7,78% | 6,01% | 4,35% | -7,77% | 0,04% | -3,01% |
| Feb | 3,54% | -7,88% | -3,02% | 3,98% | -6,37% | 4,41% | -4,36% | 2,35% | -0,69% | 3,59% | 5,35% |
| Mär | 1,59% | -0,05% | -1,63% | -2,32% | -16,87% | -0,14% | -0,71% | 2,65% | 8,08% | 1,41% | -0,21% |
| Apr | -0,86% | -0,75% | -8,28% | -0,32% | 13,68% | 2,21% | -0,23% | 0,12% | 1,72% | 8,11% | -3,40% |
| Mai | 3,00% | -5,61% | -1,45% | 0,06% | 6,14% | -7,02% | 1,91% | 2,17% | 0,32% | 0,28% | 1,51% |
| Jun | - | 2,97% | -6,67% | 2,72% | 5,41% | 4,13% | -5,05% | 1,72% | 0,21% | -3,80% | 3,19% |
| Jul | - | 6,74% | 4,27% | -4,61% | 3,71% | -0,14% | -0,95% | 3,11% | 5,14% | -6,09% | -0,48% |
| Aug | - | -3,56% | -2,63% | 1,99% | 7,54% | -4,25% | -1,87% | 0,60% | 1,18% | -9,93% | 3,54% |
| Sep | - | -3,53% | -9,31% | -2,77% | -0,05% | 2,64% | -0,24% | 1,05% | 2,89% | 0,66% | -4,99% |
| Okt | - | -5,52% | -2,15% | 2,86% | 0,03% | 3,55% | -11,98% | 4,14% | -1,39% | 8,83% | 1,52% |
| Nov | - | 7,86% | 12,36% | -6,02% | 12,49% | -1,03% | 1,73% | 1,77% | -4,43% | -0,63% | -0,45% |
| Dez | - | 4,49% | -1,96% | -1,43% | 5,60% | 3,51% | -6,17% | 4,13% | -1,52% | -1,58% | -0,07% |
| Berechnungsbasis: 03.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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