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Fidelity Fd.Sustain.US Eq.Fd.W Acc GBP H/  LU2338036937  /

Fonds
NAV23.07.2024 Diff.+0.0080 Ertragstyp Ausrichtung Fondsgesellschaft
0.9600GBP +0.84% thesaurierend Aktien Branchenmix FIL IM (LU) ▶
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2022 -11.74 -2.73 3.74 -10.36 -3.39 -8.06 11.32 -4.96 -9.22 2.95 3.15 -3.88 -30.49%
2023 9.96 -1.44 1.60 -1.83 0.53 7.30 3.09 -1.92 -5.02 -3.09 8.78 4.65 +23.52%
2024 1.29 3.58 4.68 -3.72 3.98 1.59 0.42 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11.82% 12.00% 12.06% -% -%
Sharpe Ratio 1.62 1.85 0.90 - -
Bester Monat +4.68% +4.68% +8.78% +11.32% -
Schlechtester Monat -3.72% -3.72% -5.02% -11.74% -
Maximaler Verlust -6.04% -6.04% -11.68% - -
Outperformance - - - - -
 
Alle Kurse in GBP

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Fidelity Fd.Sustain.US Eq.Fd.E A... thesaurierend 10.0200 +15.88% -
Fidelity Fd.Sustain.US Eq.Fd.I A... thesaurierend 9.9100 +15.53% -
Fidelity Fd.Sustain.US Eq.Fd.I A... thesaurierend 0.9650 +14.88% -
Fidelity Fd.Sustain.US Eq.Fd.W A... thesaurierend 0.9600 +14.56% -
Fidelity Fd.Sustain.US Eq.Fd.Y A... thesaurierend 1.1330 +14.56% +11.08%
Fidelity Fd.Sustain.US Eq.Fd.I A... thesaurierend 9.3440 +13.37% -
Fidelity Fd.Sustain.US Eq.Fd.Y A... thesaurierend 37.5000 +15.31% +6.44%
Fidelity Fd.Sustain.US Eq.Fd.Y A... thesaurierend 9.3010 +13.14% -
Fidelity Funds - Sustainable US ... ausschüttend 40.4500 +14.33% +3.74%
Fidelity Funds - Sustainable US ... thesaurierend 38.4000 +16.75% +12.45%
Fidelity Fd.Sustain.US Eq.Fd.A A... thesaurierend 9.5680 +12.18% -5.92%
Fidelity Fd.Sustain.US Eq.Fd.A A... thesaurierend 10.2900 +14.31% +1.08%

Performance

lfd. Jahr  
+12.15%
6 Monate  
+12.15%
1 Jahr  
+14.56%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn
  -3.23%
Jahr
2023  
+23.52%
2022
  -30.49%