Fidelity Fd.Insti.Ta.TM 2030 P-ACC-Euro/ LU1153363988 /
| NAV04.11.2024 | Diff.-0.0500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 36.7100EUR | -0.14% | thesaurierend | Mischfonds weltweit | FIL IM (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 1.84 | - |
| 2017 | -0.46 | 3.09 | 0.71 | 0.30 | 0.04 | -0.93 | -0.49 | 0.08 | 1.84 | 2.22 | -0.33 | 0.65 | +6.85% |
| 2018 | 1.15 | -1.35 | -2.31 | 2.03 | 1.27 | -1.04 | 1.77 | 0.00 | 0.18 | -4.22 | 0.89 | -5.06 | -6.77% |
| 2019 | 5.60 | 2.49 | 1.14 | 2.54 | -3.17 | 2.84 | 1.69 | -1.36 | 2.20 | -0.10 | 1.92 | 0.93 | +17.77% |
| 2020 | -0.07 | -3.84 | -10.10 | 6.45 | 1.36 | 1.90 | 0.52 | 1.89 | -0.74 | -0.68 | 6.12 | 1.13 | +2.92% |
| 2021 | 0.61 | 0.89 | 2.45 | 0.89 | -0.03 | 1.91 | 0.81 | 1.18 | -1.49 | 1.81 | -0.12 | 1.55 | +10.90% |
| 2022 | -2.39 | -1.88 | 0.27 | -2.36 | -1.44 | -4.23 | 4.81 | -2.57 | -5.50 | 0.84 | 2.84 | -2.66 | -13.79% |
| 2023 | 3.90 | -1.32 | 0.26 | 0.58 | 0.87 | 1.37 | 2.33 | -1.02 | -1.49 | -2.40 | 4.69 | 3.00 | +11.03% |
| 2024 | 1.38 | 1.81 | 2.76 | -0.91 | 1.11 | 2.15 | 0.58 | 0.14 | 1.37 | -0.43 | -0.14 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.88% | 6.17% | 5.71% | 6.68% | 7.37% |
| Sharpe Ratio | 1.56 | 0.87 | 2.31 | -0.15 | 0.15 |
| Bester Monat | +3.00% | +2.15% | +4.69% | +4.81% | +6.45% |
| Schlechtester Monat | -0.91% | -0.43% | -0.91% | -5.50% | -10.10% |
| Maximaler Verlust | -4.72% | -4.72% | -4.72% | -16.01% | -21.27% |
| Outperformance | +1.01% | - | +2.20% | +11.74% | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | +10.21% | ||
|---|---|---|---|
| 6 Monate | +4.14% | ||
| 1 Jahr | +16.17% | ||
| 3 Jahre | +6.28% | ||
| 5 Jahre | +22.90% | ||
| 10 Jahre | - | ||
| seit Beginn | +44.24% | ||
| Jahr | |||
| 2023 | +11.03% | ||
| 2022 | -13.79% | ||
| 2021 | +10.90% | ||
| 2020 | +2.92% | ||
| 2019 | +17.77% | ||
| 2018 | -6.77% | ||
| 2017 | +6.85% | ||
