zurück zur Übersicht | |||
Fidelity Funds - America Fund - A USD ACC | ISIN: LU0251131958 | KAG: FIL IM (LU) |
1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
---|---|---|---|---|---|---|---|---|---|
Performance: | -2,85% | 4,06% | 11,97% | 3,59% | 17,94% | 5,31% | 7,34% | 7,16% | 240,50% / 7,11% |
Volatilität: | 9,44% | 9,03% | 9,33% | 8,47% | 9,82% | 14,87% | 17,39% | 15,10% | 17,78% |
Sharpe Ratio: | - | 0,34 | 1,07 | 0,27 | 1,44 | 1,23 | 2,53 | 6,46 | 13,31 |
pos. Monate (%): | - | 66,67% | 66,67% | 50,00% | 66,67% | 55,56% | 58,33% | 60,00% | 61,29% |
Max. Verlust: | -4,25% | -4,79% | -4,79% | -4,79% | -8,35% | -18,69% | -33,71% | -35,04% | -55,50% |
Beta: | 0,44 | 0,53 | 0,53 | 0,48 | 0,58 | 0,61 | 0,70 | 0,73 | - |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Jan | -0,46% | 4,82% | -1,67% | 0,28% | -2,90% | 7,71% | 4,45% | -0,28% | -7,82% | -3,91% | -1,99% |
Feb | 3,22% | -3,80% | 2,36% | 5,34% | -9,63% | 1,45% | -3,55% | 3,23% | 2,26% | 5,31% | 4,56% |
Mär | 4,72% | -2,55% | 7,08% | 4,52% | -12,92% | -0,59% | -3,29% | -1,75% | 4,02% | -0,36% | -0,53% |
Apr | -3,39% | 1,00% | -3,24% | 3,85% | 12,71% | 1,05% | 1,72% | -0,09% | 0,52% | 2,22% | -0,12% |
Mai | 0,21% | -3,94% | 0,13% | 2,88% | 7,74% | -6,89% | 1,14% | -0,55% | 2,36% | 1,82% | 2,46% |
Jun | - | 5,77% | -6,41% | -3,38% | -0,62% | 6,56% | 0,74% | 0,27% | -1,20% | -1,98% | 2,18% |
Jul | - | 5,95% | 5,37% | -0,20% | 3,46% | -0,08% | 3,40% | 0,82% | 3,52% | 1,10% | -0,61% |
Aug | - | -2,51% | -1,96% | 1,20% | 3,76% | -5,20% | 2,26% | -1,49% | 0,10% | -5,91% | 5,10% |
Sep | - | -1,51% | -6,93% | -1,33% | -3,33% | 2,22% | 1,27% | 1,82% | 0,39% | -2,31% | -1,89% |
Okt | - | -2,62% | 7,99% | 4,17% | -2,85% | 0,43% | -5,20% | 0,81% | -2,62% | 8,21% | 3,22% |
Nov | - | 5,83% | 2,18% | -3,17% | 16,15% | 1,57% | 2,16% | 1,99% | 6,38% | 0,56% | 3,12% |
Dez | - | 2,40% | -4,72% | 5,19% | 2,70% | 0,75% | -9,51% | 1,92% | 1,23% | -1,41% | 2,00% |
Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |