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| Fidelity Funds - World Fund - A EUR DIS | ISIN: LU0069449576 | KAG: FIL IM (LU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -3,44% | 4,43% | 17,24% | 7,03% | 18,15% | 5,12% | 9,07% | 10,70% | 669,14% / 7,65% |
| Volatilität: | 11,14% | 10,29% | 9,00% | 9,46% | 9,83% | 13,87% | 17,04% | 16,24% | 17,71% |
| Sharpe Ratio: | - | 0,34 | 1,69 | 0,61 | 1,46 | 1,27 | 3,28 | 10,75 | 37,44 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 66,67% | 55,56% | 61,67% | 63,33% | 58,63% |
| Max. Verlust: | -3,92% | -3,92% | -3,92% | -3,92% | -8,39% | -17,39% | -35,59% | -35,59% | -62,26% |
| Beta: | 1,12 | 1,31 | 1,17 | 1,24 | 1,14 | 1,17 | 1,25 | 1,30 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,49% | 5,60% | -4,28% | 1,22% | 1,75% | 9,07% | 1,52% | -0,20% | -7,39% | 4,24% | -0,52% |
| Feb | 3,42% | 0,59% | -2,56% | 1,09% | -8,08% | 3,40% | -1,32% | 4,36% | -1,42% | 8,55% | 3,57% |
| Mär | 3,18% | -0,53% | 4,08% | 4,51% | -12,41% | 1,49% | -1,80% | -1,59% | -0,51% | 3,32% | -0,72% |
| Apr | -2,60% | 0,22% | -2,12% | 0,06% | 14,06% | 2,87% | 2,94% | -0,19% | -0,34% | 0,00% | -0,93% |
| Mai | 0,44% | 2,16% | -1,72% | -0,97% | 7,34% | -5,25% | 3,46% | -0,79% | 4,61% | 3,56% | 3,03% |
| Jun | - | 3,10% | -6,85% | 2,20% | 1,21% | 3,58% | -1,34% | -2,50% | -2,88% | -4,06% | 1,61% |
| Jul | - | 1,25% | 9,85% | 0,66% | -0,23% | 2,96% | 3,37% | -0,95% | 4,84% | 1,13% | -1,23% |
| Aug | - | -1,27% | -2,90% | 3,14% | 5,36% | -3,21% | 1,95% | -0,76% | 1,14% | -8,60% | 5,56% |
| Sep | - | -2,24% | -6,15% | -2,73% | -2,67% | 2,67% | 0,46% | 3,01% | 0,49% | -1,90% | 2,20% |
| Okt | - | -3,63% | 5,28% | 4,51% | -2,14% | 1,31% | -6,19% | 4,41% | 1,88% | 10,36% | 2,70% |
| Nov | - | 5,40% | 0,22% | -1,16% | 11,56% | 3,31% | 0,44% | -0,71% | 6,78% | 4,83% | 3,08% |
| Dez | - | 2,73% | -6,87% | 2,79% | 1,30% | 1,32% | -9,40% | 1,04% | 3,07% | -4,24% | 3,71% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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