Fidelity El.Veh. and F.T. UCITS ETF/ IE0009MG7KH8 /
| NAV2024-07-23 | Chg.-0.0527 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 3.6009USD | -1.44% | reinvestment | Equity Worldwide | FIL IM (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | -10.46 | -5.90 | 10.89 | -14.08 | - |
| 2023 | 24.02 | -2.36 | 2.00 | -11.31 | 3.76 | 10.88 | 10.70 | -11.60 | -7.77 | -17.61 | 11.44 | 8.62 | +13.46% |
| 2024 | -17.33 | 5.70 | -1.97 | -6.51 | 2.64 | -5.74 | 3.44 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 22.20% | 21.93% | 23.14% | -% | -% |
| Sharpe ratio | -1.65 | -0.78 | -1.53 | - | - |
| Best month | +8.62% | +5.70% | +11.44% | - | - |
| Worst month | -17.33% | -17.33% | -17.61% | - | - |
| Maximum loss | -23.03% | -15.22% | -38.78% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | -19.85% | ||
|---|---|---|---|
| 6 Months | -6.88% | ||
| 1 Year | -31.61% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -31.07% | ||
| Year | |||
| 2023 | +13.46% | ||
