Fidelity Funds - American Growth Fund A-ACC-Euro/ LU0275692696 /
| NAV04.11.2024 | Diff.-0,2700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 42,7400EUR | -0,63% | thesaurierend | Aktien Branchenmix | FIL IM (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 3,67 | -1,91 | 1,56 | 3,26 | 3,81 | -2,06 | -5,30 | 0,10 | 0,48 | 2,40 | -3,37 | 2,72 | +4,96% |
| 2008 | -16,05 | -2,81 | -9,10 | 7,30 | 3,35 | -4,58 | -3,45 | 4,52 | -10,03 | -8,55 | -7,01 | -7,73 | -44,10% |
| 2009 | 2,55 | -5,96 | -1,56 | 10,11 | -3,43 | 0,74 | 5,58 | 1,59 | 1,73 | -2,12 | 2,64 | 7,71 | +20,08% |
| 2010 | -0,56 | 3,37 | 6,80 | 4,95 | -2,44 | -5,39 | -0,67 | -1,55 | 1,62 | 2,53 | 7,93 | 4,16 | +21,80% |
| 2011 | -0,66 | 3,49 | -3,06 | -3,22 | 0,13 | -2,55 | -0,44 | -6,82 | -3,02 | 8,43 | 2,31 | 4,45 | -1,87% |
| 2012 | 4,86 | 1,74 | 0,81 | -0,85 | -1,45 | 0,48 | 5,80 | -0,39 | -0,67 | -3,08 | 1,03 | -2,36 | +5,68% |
| 2013 | 3,32 | 5,26 | 5,47 | -1,46 | 5,22 | -1,59 | 4,85 | -1,54 | 2,03 | 2,71 | 2,81 | 2,40 | +33,30% |
| 2014 | 1,92 | 3,69 | -1,50 | -3,93 | 4,59 | 3,51 | 0,46 | 6,53 | 1,15 | 3,28 | 2,76 | 2,15 | +27,07% |
| 2015 | 5,39 | 8,48 | 3,74 | -2,11 | 0,91 | -1,96 | 1,89 | -6,97 | -4,95 | 8,64 | 5,09 | -5,73 | +11,37% |
| 2016 | -8,21 | 2,19 | 0,44 | 0,19 | 5,32 | -1,31 | 2,83 | 0,47 | -0,17 | -0,53 | 7,33 | 0,33 | +8,38% |
| 2017 | 1,14 | 4,42 | -1,39 | -0,10 | -1,20 | -1,64 | -1,08 | 0,54 | 2,98 | 2,63 | -1,03 | 0,88 | +6,10% |
| 2018 | 2,46 | -0,70 | -2,88 | 2,34 | 6,80 | 2,04 | 2,05 | 3,15 | 0,18 | -4,81 | 0,37 | -10,49 | -0,62% |
| 2019 | 10,18 | 6,89 | 1,71 | 3,67 | -2,54 | 1,79 | 5,53 | -0,16 | 1,15 | -0,24 | 5,88 | -0,71 | +37,71% |
| 2020 | 1,16 | -6,75 | -12,84 | 11,45 | 5,16 | -1,09 | -0,98 | 4,45 | -0,61 | -0,23 | 8,71 | 2,26 | +8,66% |
| 2021 | 1,04 | 6,49 | 6,87 | 2,16 | -2,03 | 3,54 | 1,01 | 2,15 | -1,04 | 3,77 | -0,82 | 3,53 | +29,65% |
| 2022 | -2,82 | 1,10 | 2,76 | -1,58 | -4,90 | -4,03 | 6,61 | -2,86 | -3,86 | 6,43 | 0,42 | -5,08 | -8,41% |
| 2023 | 3,58 | 0,51 | -2,26 | -1,06 | -0,66 | 0,61 | 2,92 | 2,30 | -1,67 | -1,70 | 2,33 | 2,83 | +7,73% |
| 2024 | 2,32 | 1,34 | 5,36 | -2,32 | 0,83 | 3,64 | 2,01 | -0,45 | -0,14 | 2,51 | -0,51 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9,68% | 10,13% | 9,48% | 13,53% | 16,76% |
| Sharpe Ratio | 1,59 | 1,32 | 1,81 | 0,10 | 0,45 |
| Bester Monat | +5,36% | +3,64% | +5,36% | +6,61% | +11,45% |
| Schlechtester Monat | -2,32% | -0,51% | -2,32% | -5,08% | -12,84% |
| Maximaler Verlust | -6,16% | -6,16% | -6,16% | -14,92% | -34,20% |
| Outperformance | +8,73% | - | +8,24% | +26,13% | +24,38% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Fidelity Fd.American Gr.Fd.I Acc... | thesaurierend | 19,9300 | +21,38% | +17,58% | |
| Fidelity Funds - American Growth... | thesaurierend | 41,2200 | +19,24% | +11,53% | |
| Fidelity Fd.American Gr.Fd.W Acc... | thesaurierend | 1,7490 | +21,80% | +6,58% | |
| Fidelity Fd.American Gr.Fd.W Acc... | thesaurierend | 3,0500 | +17,49% | +15,05% | |
| Fidelity Funds - American Growth... | thesaurierend | 29,9400 | +21,17% | +17,00% | |
| Fidelity Funds - American Growth... | thesaurierend | 29,1300 | +19,29% | +0,07% | |
| Fidelity Funds - American Growth... | thesaurierend | 37,5100 | +22,70% | +10,32% | |
| Fidelity Fd.American Gr.Fd.Y Dis... | ausschüttend | 34,9000 | +22,71% | +10,30% | |
| Fidelity Funds - American Growth... | thesaurierend | 36,3400 | +21,66% | +7,55% | |
| Fidelity Funds - American Growth... | thesaurierend | 42,7400 | +20,12% | +14,06% | |
| Fidelity Funds - American Growth... | ausschüttend | 96,2000 | +21,66% | +7,53% |
Performance
| lfd. Jahr | +15,33% | ||
|---|---|---|---|
| 6 Monate | +7,90% | ||
| 1 Jahr | +20,12% | ||
| 3 Jahre | +14,06% | ||
| 5 Jahre | +65,08% | ||
| 10 Jahre | +198,05% | ||
| seit Beginn | +327,40% | ||
| Jahr | |||
| 2023 | +7,73% | ||
| 2022 | -8,41% | ||
| 2021 | +29,65% | ||
| 2020 | +8,66% | ||
| 2019 | +37,71% | ||
| 2018 | -0,62% | ||
| 2017 | +6,10% | ||
| 2016 | +8,38% | ||
| 2015 | +11,37% | ||
